This is the first peak week of the Q3 earnings season, with 1,885 companies expected to report and S&P 500 EPS growth at 29.5% according to FactSet. Among companies that have reported so far, 83% beat profit expectations and 66% beat revenue expectations. After Meta's selloff tied to its AI capex, investors are no longer giving tech giants a blank check for AI infrastructure spending, and attention turns to Microsoft, Alphabet, Amazon and Apple, which reports on Monday, November 2. Seven S&P 500 companies confirmed outlier earnings dates, with Baker Hughes, Freeport-McMoRan, Avery Dennison and General Dynamics reporting later than their historical norm, per Wall Street Horizon.
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Related tickers and likely impact
SPY
▲ Likely positiveSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/23/2026 | 759.97 |
| Change that session | -0.52% |
AAPL
• NeutralApple Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 10/23/2026 | 347.73 |
| Change that session | -0.14% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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