Key Highlights

  • GE Vernova (NYSE:GEV) reports before the open on October 28, 2026 with no consensus retrieved, as commentary links the Anthropic filing to data-center power equipment demand, a link that comes from one opinion piece.
  • ServiceNow (NYSE:NOW) reports after the close on October 28 with EPS seen at USD 1.02 on USD 4.09 billion of revenue, as seat-based software faces an AI debate over how AI agents may change the number of seats customers buy.
  • KLA Corporation (NASDAQ:KLAC) reports after the close on October 28 with EPS seen at USD 1.18 on USD 4.04 billion of revenue, after the Philadelphia Semiconductor Index rose 3.60% and the Kospi gained 6.63% on a record SK Hynix profit.
  • Pinterest (NYSE:PINS) is seen at EPS of USD 0.49 on revenue near USD 1.21 billion on October 29. Coinbase (NASDAQ:COIN) is seen at a loss of about USD 0.23 a share on USD 1.21 billion, so both are read-throughs for digital activity.

Coinbase (NASDAQ:COIN): AI power equipment read

The consensus calls for a loss of about USD 0.23 a share on USD 1.21 billion of revenue. A loss forecast for an exchange operator is notable because the business depends on activity: when traders buy and sell less, transaction fees shrink while fixed costs for engineering, compliance and staff stay in place. The estimates come from one consensus table, so the figures may differ slightly from other providers and should be read as approximate. A loss of this size would be a sharp contrast with the profits that investors associate with the crypto cycle when prices were rising. The report is expected on October 29, 2026, the day after the Federal Reserve decision and alongside several other large releases, so the reaction may reflect the macro tone as much as the numbers. The figures above for Coinbase (NASDAQ:COIN) come from published market data and company statements and may be revised. Robinhood Markets (NASDAQ:HOOD) reported on October 27, 2026 that crypto revenue fell 55% to USD 120 million, while prediction markets contributed about USD 173 million in the release text.

Pinterest (NYSE:PINS): Software versus AI labs

Pinterest (NYSE:PINS) is forecast at EPS of USD 0.49 on revenue near USD 1.21 billion. The company earns almost all of its revenue from advertising, so the report is a window into brand and performance budgets, and into how many users the platform keeps. Average revenue per user and monthly active users are the standard metrics, and growth in one can offset weakness in the other. Meta's record raise, reported at about USD 97.5 billion, has focused attention on AI-driven ad tools, which could favor large platforms. Investors will want to know whether smaller social networks are winning share or being squeezed, and what outlook management offers. A weak forecast can outweigh a clean quarter, because advertising budgets are set months ahead and guidance is the clearest signal of where they are heading. The figures above for Pinterest (NYSE:PINS) come from published market data and company statements and may be revised. Roblox (NYSE:RBLX) is forecast at a loss of about USD 0.43 a share on revenue near USD 1.63 billion.

ServiceNow (NYSE:NOW): Chip equipment test

ServiceNow (NYSE:NOW) is forecast to earn USD 1.02 a share on revenue near USD 4.09 billion. The company sells workflow software to large enterprises, usually under subscriptions priced by the number of users, called seats. If artificial intelligence agents perform tasks that employees did, customers may buy fewer seats, which is the worry behind the 'pressured' label. The label comes from one opinion piece and is not a company statement. The figures are approximate, since they come from one calendar, and results will arrive tonight after the Federal Reserve decision at 2:00 p.m. ET. Enterprise software contracts are typically signed for a year or more, so bookings and renewals are leading indicators that investors read ahead of reported revenue. The figures above for ServiceNow (NYSE:NOW) come from published market data and company statements and may be revised. Anthropic, a private company with no listed shares, has drawn attention with its filing for a public listing, first reported on October 26, 2026.

KLA Corporation (NASDAQ:KLAC): Advertising and engagement read

KLA Corporation (NASDAQ:KLAC) is forecast to earn USD 1.18 a share on revenue near USD 4.04 billion. The company makes process-control and inspection equipment that chip makers use to find defects during manufacturing, so its orders follow capital spending plans at foundries and memory makers. After a week of strong chip headlines, the bar for guidance is higher. The estimates come from a single earnings calendar and some calendars list the company under an older name, so figures should be seen as approximate until the company releases its own results. Because the company serves several customers that are also reporting this week, its commentary may be read as a guide to spending plans across the whole chip industry. The figures above for KLA Corporation (NASDAQ:KLAC) come from published market data and company statements and may be revised. The Philadelphia Semiconductor Index rose 3.60% on October 27, 2026, and the Kospi jumped 6.63% overnight on SK Hynix's record profit.

GE Vernova (NYSE:GEV): Crypto volume test

GE Vernova (NYSE:GEV) is scheduled before the open on October 28, 2026. A consensus estimate for earnings and revenue was not retrieved, so this article does not state one. What is clear is the context: reports of large AI financing, including Broadcom's USD 63 billion and Meta's raise of about USD 97.5 billion, point to more data-center construction, and that needs power generation and grid equipment. Investors usually judge a company like this on orders, backlog and the timing of conversion of backlog into revenue, since equipment is built over many quarters. A rising backlog with falling margins would signal that growth is being bought with discounts, while the reverse would suggest real pricing power. The figures above for GE Vernova (NYSE:GEV) come from published market data and company statements and may be revised. Readers should check GE Vernova figures against the company's own release. Investors should treat every GE Vernova figure as approximate until the company reports or confirms it.

Where Things Stand

The answer is that the five names give different reads on AI and digital demand within two days: GE Vernova (NYSE:GEV) on power equipment. ServiceNow (NYSE:NOW) on software. KLA Corporation (NASDAQ:KLAC) on chip tools. Pinterest (NYSE:PINS) on advertising. Coinbase (NASDAQ:COIN) on crypto trading. GE Vernova has no consensus figure, and the other estimates are approximate calendar numbers. Microsoft and Alphabet report after the close on October 28 and could shift sentiment for all five. None has reported, and this is not investment advice.