美股研究社·2025-11-03 10:33Core Insights - The upcoming earnings season from November 3 to November 7 will cover a diverse range of sectors, including semiconductors, cloud software, artificial intelligence, consumer retail, healthcare, energy, media, and cryptocurrency, providing a comprehensive view of corporate performance this quarter [1][5]. Semiconductor and AI Infrastructure - Key companies such as AMD, Qualcomm, Supermicro, ON Semiconductor, Arista Networks, and Skyworks will report earnings, influencing market expectations for AI server demand, edge computing, and smartphone recovery cycles [2]. - AMD is expected to show over 27% year-on-year growth in revenue and profit, with a consensus revenue forecast of $8.75 billion [10][12]. Cloud, Software, and AI Platforms - Companies like Palantir, The Trade Desk, Unity Software, and Datadog will reflect the progress of AI applications and enterprise budget trends, with Palantir expected to report a revenue of $1.09 billion, marking a growth of over 50% year-on-year [6][8]. Consumer and Services Sector - Major players including McDonald's, Airbnb, and Uber will provide insights into consumer resilience and discretionary spending, with McDonald's expected to report a revenue of $7.09 billion, reflecting a slight growth of over 3% [16][18]. Healthcare and Biotechnology - Pfizer, Moderna, and Amgen will discuss drug pricing and demand for GLP-1 drugs, with Pfizer's revenue forecast at $16.52 billion, despite a projected 40% decline in earnings per share [13][15]. Energy, Refining, and Commodities - Companies like ConocoPhillips and BP will update on global supply and commodity pricing, with ConocoPhillips expected to report a revenue of $8.44 billion, reflecting a decline of over 20% [22][24]. Financial, Real Estate, and Asset Management - Firms such as Realty Income and Simon Property Group will clarify credit demand and commercial real estate risks, with Realty Income's revenue forecast at $0.51 billion [4]. Media, Gaming, and Streaming - Warner Bros. Discovery and Spotify will highlight trends in media consumption, while cryptocurrency-related companies like Marathon Digital will also report [4]. Industrial and Materials - Companies including DuPont and Archer Daniels Midland will provide key signals regarding manufacturing health and agricultural demand, with DuPont's revenue expected to be $3.25 billion [4].