💰 Earnings & Policy Spotlight — Macro + SNAP Brief

📅 Calendar (Nov 10–14)

Mon

Nov 10

Tyson Foods

TSN · results BMO; call 9:00 a.m. ET

BMO

monday.com

MNDY · est call 8:00–8:30 a.m. ET

BMO

Instacart (Maplebear)

CART · time TBC

—

Sources: Kiplinger weekly preview; day-of times may vary — verify on IR pages.

CoreWeave

CRWV · CRWV · earnings, time TBC

—

Plug Power

PLUG · PLUG · call 4:30 p.m. ET

AMC

Rocket Lab

RKLB · RKLB · time TBC

—

Barrick Gold

GOLD · results BMO; call TBC

BMO

KE Holdings (Beike)

BEKE · time TBC

—

Tue

Nov 11 · Veterans Day

Sony Group

SONY · time TBC

—

U.S. stock market open; bond market closed. Some earnings still post globally.

Sea Limited

SE · SE · BMO (before U.S. open)

BMO

Beyond Meat

BYND · BYND · time TBC (rescheduled)

—

Occidental Petroleum

OXY · OXY · time TBC

—

Vodafone Group

VOD · two calls listed; check IR

BMO

Wed

Nov 12

JD.com

JD · BMO (est)

BMO

Cisco Systems

CSCO · call 4:30–5:00 p.m. ET (est)

AMC

Experian

EXPN · H1 results; time TBC

—

Alvotech

ALVO · Nine months; AMC (per schedules)

AMC

Thu

Nov 13

Walt Disney

DIS · call 4:30–5:00 p.m. ET (est)

AMC

Applied Materials

AMAT · time TBC

AMC

Bilibili

BILI · time TBC

—

Canadian Solar

CSIQ · time TBC

—

Fri

Nov 14

Producer Price Index (if released)

BLS · 8:30 a.m. ET

Macro

For a fuller list, see Yahoo Finance’s earnings calendar for Nov 9–15.

Forge Global

FRGE · Q3; time TBC

—

🔎 Consensus & Watch Items

Cisco (CSCO) — Wed, Nov 12 (AMC)

• Consensus (various): EPS ≈ $0.95–1.00; Revenue ≈ $14.5–$15.0B.
• Watch: AI infrastructure & security demand; backlog conversion; orders vs. shipments.

Disney (DIS) — Thu, Nov 13 (AMC)

• Consensus (various): EPS ≈ $1.00–1.05; color on DTC losses & parks cadence.
• Watch: Streaming ARPU, ESPN plans, content spend, buyback cadence.

Applied Materials (AMAT) — Thu, Nov 13 (AMC)

• Street: EPS ≈ $1.90–2.00; Revenue ≈ $6.9–7.1B.
• Watch: China restrictions; leading-edge vs. trailing-edge mix; WFE outlook.

Tyson Foods (TSN) — Mon, Nov 10 (BMO)

• Focus: Protein spreads & pricing; poultry vs. beef cycles; FCF trajectory.
• Watch: FY26 commentary & capex; input costs.

🏛️ Macro & Policy — Week at a Glance

🥗 SNAP Benefits — Where Things Stand (Week of Nov 10–14, 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 (AK/HI higher).
• 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: States continue updating policies; check your state SNAP agency for current rules and waivers.

Online purchasing & retailers

• SNAP online purchasing now covers most states with a growing retailer list (check USDA’s current map for participating grocers).
• USDA proposed updated staple food stocking rules for retailers (Sept 2025), targeting more variety once finalized.

Funding & November payments

• Shutdown impact: Payment operations vary by state; watch for guidance from state agencies and USDA FNS.
• Note: Litigation and contingency funds usage may affect timing in November; verify locally.

Note: Policies are in flux the week of Nov 10–14. For household-specific eligibility, check your state SNAP agency. This section was last updated Nov 10, 2025.

🧭 Quick Trading/Prep Notes

• Networking/semis cluster (Wed–Thu): CSCO & AMAT guide tone vs. AI infra and China controls.
• Consumer barometer: DIS demand/ARPU & parks cadence; TSN input costs and protein spreads.
• Macro overlay: CPI/PPI (if released) can swing rates-sensitive trades; incorporate headline risk from shutdown headlines.

Times/estimates are indicative and gathered from public sources. Always confirm on issuer IR pages.