Earnings Whispers
@eWhispers
Providing key trading information around earnings releases.
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#earnings# for the week of November 9, 2026
$NU $NBIS $RKLB $CRWV $TTWO $CBRS $ZETA $WSE $ASTS $TE $CSCO $CEG $BW $QBTS $ONON $QMCO $MARA $AMAT $HIMS $RGTI base:0x1f0de516f1f13f4cf4aada0c0c9d52eb2edccba3 $MNDY $PLUG $FPS $APPS $ONDS $SBET $RUM $TTD $GO $VRTS $NRG $OXY $MVST $SE $AAON $QLYS $LQDA $INO $IONS $URG $B $CGEN $FRMI $SANM $CEVA $DFTX $LUNR $UNIT $VFF
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The most anticipated earnings releases for the week of November 2, 2026, are @Apple $AAPL, @PalantirTech $PLTR, @AMD $AMD, 1stDibs $DIBS, @AppLovin $APP, Aehr Test Systems $AEHR, @Qualcomm $QCOM, @AMCTheatres $AMC, @Shopify $SHOP, and @moderna_tx $MRNA.
#mostanticipated# #earningsseason# #earningscalendar# #stockmarket# #earningswhispers# #earningswhisper# #apple# #palantir# #shopify# #qualcomm# #supermicro# #moderna#
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$SMCI reports earnings after the close on Tuesday. That $1.16 consensus earnings estimate is meaningless and should be ignored.
#earnings# for the week of November 2, 2026
$AAPL $PLTR $AMD $DIBS $APP $AEHR $QCOM $AMC $SHOP $MRNA $SMCI $TXG $UBER $LITE $COHR $CHKP $KTOS $NVTS $ANET $FSLY $AAOI $BMRN $VSH $NET $OKLO $DOCS $TEM $PFE $CIFR $EL $CAVA $RIOT $BKNG $TEAM $NVO $ABNB $ETN $BXSL $MPC $FN $GFS $DDOG $MP $U $IREN $FISV $BROS $RUN $ALAB $ARM
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Just scroll through for a review of every single earnings release…
$MSFT guided earnings to $4.63 to $4.78 per share. The consensus estimate was EXACTLY in the middle at $4.71 per share, according to Bloomberg, FactSet, etc. Only the dumb money expected them to report anything within that guidance range. There is a reason there is no statistical benefit to beating the consensus estimate, and stocks trade lower after missing the Earnings Whisper.
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$MSFT guided earnings to $4.63 to $4.78 per share. The consensus estimate was EXACTLY in the middle at $4.71 per share, according to Bloomberg, FactSet, etc. Only the dumb money expected them to report anything within that guidance range. There is a reason there is no statistical benefit to beating the consensus estimate, and stocks trade lower after missing the Earnings Whisper.
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FYI, all three Mag 7 $MAGS companies that reported earnings this week missed expectations. $MSFT $GOOGL $AMZN
@eWhispers Earnings don't seem to matter right now.
#earnings# before the open on Monday, November 2, 2026
$NSSC $CHKP $TEM $EL $CIFR $MAR $ETR $TSEM $PEG $AKR $FOXA $TATT $KRYS $KOS $III $IDXX $CNA $CHH $AXSM $ALX
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#earnings# for the week of November 2, 2026
$AAPL $PLTR $AMD $DIBS $APP $AEHR $QCOM $AMC $SHOP $MRNA $SMCI $TXG $UBER $LITE $COHR $CHKP $KTOS $NVTS $ANET $FSLY $AAOI $BMRN $VSH $NET $OKLO $DOCS $TEM $PFE $CIFR $EL $CAVA $RIOT $BKNG $TEAM $NVO $ABNB $ETN $BXSL $MPC $FN $GFS $DDOG $MP $U $IREN $FISV $BROS $RUN $ALAB $ARM
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$AMZN Amazon Misses on EPS, but a Record Operating Margin and a 40%+ AWS Outlook Shift the Focus to the Capex Bill
$DINO Interim CEO Franklin Myers bought the post-earnings dip today, just like he did in August
$APPS didn't make the cut for this calendar, but just as we were posting it, the company rescheduled from Monday, November 2, to after the close on November 9.
#earnings# for the week of November 2, 2026
$AAPL $PLTR $AMD $DIBS $APP $AEHR $QCOM $AMC $SHOP $MRNA $SMCI $TXG $UBER $LITE $COHR $CHKP $KTOS $NVTS $ANET $FSLY $AAOI $BMRN $VSH $NET $OKLO $DOCS $TEM $PFE $CIFR $EL $CAVA $RIOT $BKNG $TEAM $NVO $ABNB $ETN $BXSL $MPC $FN $GFS $DDOG $MP $U $IREN $FISV $BROS $RUN $ALAB $ARM
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#earnings# for the week of November 2, 2026
$AAPL $PLTR $AMD $DIBS $APP $AEHR $QCOM $AMC $SHOP $MRNA $SMCI $TXG $UBER $LITE $COHR $CHKP $KTOS $NVTS $ANET $FSLY $AAOI $BMRN $VSH $NET $OKLO $DOCS $TEM $PFE $CIFR $EL $CAVA $RIOT $BKNG $TEAM $NVO $ABNB $ETN $BXSL $MPC $FN $GFS $DDOG $MP $U $IREN $FISV $BROS $RUN $ALAB $ARM
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Everything you need to know about consensus earnings estimates... $FMC
Fridays during earnings season are cooked, amirite?
$CCJ $CVX $XOM $REGN $BP $ABBV $GD $CNI $KVUE $D $AZN $AN $NVT $WT $NWL $CBOE $BTSG $CL $MGA $LYB $RBC $PIPR $OMF $OIS $OABI $LEA $IMO $GTES $KRG $FRT $FET $EXC $CPRI $CHD $BSAC $MHH $VRTS $VRRM $SXT $SNY $SMP $SAMG $CCEC $ABR $JKS $IRMD $HESM $CRI
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$GOOGL Alphabet's 31% EPS Miss Is Mostly a SpaceX Mark-to-Market Loss; the Real Tension Is 103% Cloud Growth Against Slowing Search and Negative Free Cash Flow
$RDDT Reddit Misses the Whisper as Search Losses Turn Record Profitability Into a Growth Question
Management's commentary on search traffic, however, escalated sharply from earlier calls:
-In the first quarter, search referrals were described as business as usual.
-In the second quarter, they were called choppy.
-In the third quarter, they were down meaningfully, accelerating late in the period, with more than 1 million fewer referrals per week in October.
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$AMZN Amazon Misses on EPS, but a Record Operating Margin and a 40%+ AWS Outlook Shift the Focus to the Capex Bill
$DINO Interim CEO Franklin Myers bought the post-earnings dip today, just like he did in August
$SNDK Sandisk Beat Expectations, Sees Revenue Above Estimates
#earningsbeat# #guidanceabove# @eWhispers @SanDisk
Fridays during earnings season are cooked, amirite?
$CCJ $CVX $XOM $REGN $BP $ABBV $GD $CNI $KVUE $D $AZN $AN $NVT $WT $NWL $CBOE $BTSG $CL $MGA $LYB $RBC $PIPR $OMF $OIS $OABI $LEA $IMO $GTES $KRG $FRT $FET $EXC $CPRI $CHD $BSAC $MHH $VRTS $VRRM $SXT $SNY $SMP $SAMG $CCEC $ABR $JKS $IRMD $HESM $CRI
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