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Quantum Bridge Holdings, LLC
Week of Nov 3–7, 2025

💰 Earnings & Policy Spotlight — Macro + SNAP Brief

Author: QBH publicationsPublished:

Consensus snapshots, webcast times, macro releases, and the latest on SNAP policy — designed for quick pre- and post-call workflows.

BMO = before open AMC = after close Updated Nov 03, 2025
View earnings calendar Consensus snapshot Macro schedule SNAP status
Updated: Nov 03, 2025

📅 Calendar (Nov 3–7)

Mon
Nov 3
onsemi
ON · call 9:00 a.m. ET
BMO
Ryanair (H1 FY26)
Results out early · call 5:00 a.m. ET
BMO
Palantir Technologies
PLTR · est EPS ~$0.16–0.17; est rev ~$1.08–1.10B
AMC
Times/estimates subject to change — verify on IR pages.
Tue
Nov 4
Pfizer
PFE · webcast 10:00 a.m. ET
BMO
Uber
UBER · call 5:00 a.m. PT / 8:00 a.m. ET
BMO
Shopify
SHOP · call 8:30 a.m. ET
BMO
Advanced Micro Devices
AMD · Street EPS ~1.17; guide rev ~$8.7–8.8B
AMC
Wed
Nov 5
McDonald's
MCD · call 8:30 a.m. ET
BMO
Robinhood Markets
HOOD · video call 5:00 p.m. ET
AMC
Qualcomm
QCOM · call 1:45 p.m. PT
AMC
Thu
Nov 6
ConocoPhillips
COP · print BMO; call 12:00 p.m. ET
BMO
Airbnb
ABNB · call 5:00 p.m. ET
AMC
Fri
Nov 7
Duke Energy
DUK · post 7:00 a.m. ET; call 10:00 a.m. ET
BMO

🔎 Consensus & Watch Items

Palantir (PLTR) — Mon, Nov 3 (AMC)

  • Consensus (various): EPS ≈ $0.16–0.17; Revenue ≈ $1.08–$1.10B.
  • Focus: AIP monetization, U.S. commercial re-acceleration, gov't pipeline.

AMD (AMD) — Tue, Nov 4 (AMC)

  • Street: EPS ≈ $1.17; Revenue ≈ $8.7–$8.8B; GM guide ~54%.
  • Watch: MI3xx data center GPU mix, EPYC CPU share, client PC strength.

Pfizer (PFE) — Tue, Nov 4 (BMO)

  • Street: EPS ≈ $0.66; Revenue ≈ $16.6B.
  • Watch: Vyndaqel/Eliquis momentum; 2025 guidance cadence.

Uber (UBER) — Tue, Nov 4 (BMO)

  • Street: EPS ≈ $0.67; color on gross bookings, take-rate.
  • Watch: Ads run-rate, Delivery margin, Mobility seasonalities.

Shopify (SHOP) — Tue, Nov 4 (BMO)

  • Street: Revenue ≈ $2.8B; Subscription ≈ $705M.
  • Watch: Merchant Solutions growth, take-rate & attach, AI features.

McDonald's (MCD) — Wed, Nov 5 (BMO)

  • Street: EPS ≈ $3.33–3.37; Revenue ≈ $7.1B.
  • Watch: Traffic vs. ticket; value promos vs. margin.

Qualcomm (QCOM) — Wed, Nov 5 (AMC)

  • Street: EPS ≈ $2.87; Revenue ≈ $10.7–$10.8B.
  • Watch: Android premium mix; PC CPU ramp; auto pipeline.

Airbnb (ABNB) — Thu, Nov 6 (AMC)

  • Street: EPS trending higher; Revenue ≈ $4.02–$4.10B.
  • Watch: Nights & Experiences growth vs. ADR; take-rate and buyback cadence.

ConocoPhillips (COP) — Thu, Nov 6 (BMO/12p call)

  • Street: EPS ≈ $1.40; Revenue ≈ $14.6–$14.7B.
  • Watch: Free cash flow vs. buybacks; Permian & LNG updates.

Duke Energy (DUK) — Fri, Nov 7 (BMO)

  • Street: EPS ≈ $1.74; Revenue ≈ $8.4B.
  • Watch: Regulated O&M, capex & rate base growth; data center load.

onsemi (ON) — Mon, Nov 3 (BMO)

  • Color: AI/power demand theme; auto & sensing mix.
  • Watch: 2025–26 guide vs. utilization & inventory.

🏛️ Macro & Policy — Week at a Glance

When (ET)Release / EventWhy it matters
Tue, Nov 4 · 10:00JOLTS (Sep)Labor demand; quits & openings steer wage pressure and rate expectations.
Wed, Nov 5 · 10:00ISM Services (Oct)Services breadth and pricing; factor leadership into year-end.
Thu, Nov 6 · 8:30Productivity & Costs (Q3, prelim)Unit labor costs vs. margins; helps frame inflation impulse.
Thu, Nov 6 · 12:00Bank of England rate decisionGlobal rates & FX; read-through for U.S. multinationals and risk appetite.
Fri, Nov 7 · 8:30Employment Situation (Oct)Jobs, unemployment, wages — big input for Fed path & yields.

🥗 SNAP Benefits — Where Things Stand (Week of Nov 3–7, 2025)

Benefit levels (Oct 1, 2025–Sep 30, 2026)

  • COLA applied: Max allotment for a family of four in the 48 states/DC is $994/month; other jurisdictions vary (e.g., AK higher; HI $1,689).
  • Source: USDA FNS FY26 COLA tables/memo.

Work requirements & time limits (ABAWD)

  • Background: The 2023 FRA expanded ABAWD age to 50–54 with exemptions for veterans, people experiencing homelessness, and former foster youth.
  • 2025 change: 2025 guidance indicates those temporary exemptions are removed, with states updating policies during November.
  • Source: USDA FNS work requirements & implementation memos.

Online purchasing & retailers

  • SNAP online purchasing now covers most states with a growing retailer list (check the current map for participating grocers).
  • USDA proposed updated staple food stocking rules for retailers (Sept 2025) that would move to 7 varieties/category once finalized.
  • Source: FNS Online Purchasing; Sep 25, 2025 proposed rule.

Funding & November payments

  • As of late Oct: USDA signaled it would not tap contingency funds for November benefits amid appropriations uncertainty; litigation followed.
  • Court actions: Federal courts directed the Administration to use contingency funds for at least partial November payments; operational details vary by state.
  • Congress: The Keep SNAP Funded Act of 2025 (S.3024) would provide stopgap funding and retroactive payments if enacted.
  • Source: Reporting/advocacy summaries; Congress.gov bill text.

Note: Policies are in flux the week of Nov 3–7. For household-specific eligibility, check your state SNAP agency. This section was last updated Nov 03, 2025.

🧭 Quick Trading/Prep Notes

  • AMD/QCOM cluster (Wed night): watch semis ETF reaction vs. MI3xx commentary; look for PC/Android cross-talk.
  • Consumer barometer: MCD traffic/ticket + ABNB demand give a read on services consumption into holiday.
  • Energy/utilities: COP cash returns & DUK load growth inform AI-power and rate sensitives.

Estimates are indicative ranges compiled from public sources and may differ by provider. Always confirm on issuer IR pages.

Sources

This article contains QBH publications editorial analysis. No external source links were included in the original article.