Key Highlights

  • Roblox (NYSE:RBLX) is one of eight AI-adjacent names listed to report after the close on Thursday, October 29, 2026, a crowded evening behind Amazon and Intel.
  • The other seven are Pinterest, Reddit, First Solar, Rivian, DexCom, Twilio and Monolithic Power, whose consensus EPS of USD 6.80 is the only earnings figure retrieved.
  • Session times come from one calendar page and no revenue, guidance or options-implied-move expectations were retrieved, so this is a preview to be redone as results.
  • Roblox (NYSE:RBLX) reports as Nasdaq-100 futures were down about 1.2% before 4:30 a.m. ET, with December Fed hike odds near 81% to 85%. That is the backdrop for the whole group.

Eight Reports in One Evening

Roblox (NYSE:RBLX) leads a crowded after-the-close calendar on Thursday, October 29, 2026. The list includes Pinterest (NYSE:PINS). Reddit (NYSE:RDDT) is on it too. First Solar (NASDAQ:FSLR) is next. Rivian Automotive (NASDAQ:RIVN) follows it. DexCom (NASDAQ:DXCM) is also listed. Twilio (NYSE:TWLO) completes the group of names without a retrieved estimate. Monolithic Power Systems (NASDAQ:MPWR) is listed with a consensus of USD 6.80, the only earnings figure retrieved. Session times come from one calendar page and are unverified. Results were not out when this was written. Pinterest and Reddit lean on advertising, while First Solar and Monolithic Power sit in the energy and chip supply chain. All eight are previews and none had a retrieved revenue or guidance consensus, apart from the Monolithic Power EPS figure.

Why the Calendar Is Crowded and What It Means

The evening follows Amazon and Intel, so these names report after the sharpest read yet on AI spending. Alphabet's capital spending of USD 51.36 billion and Microsoft's Azure growth of 48% have reset the debate about how quickly spending turns into revenue. For Roblox (NYSE:RBLX), the question is whether engagement and bookings hold, while the others test different corners of the AI and internet trade, from advertising demand to power semiconductors. After-close reports matter because the first price reaction occurs in thin extended trading, where moves can reverse by the next regular session. Rivian and DexCom add auto and healthcare exposure, so the evening is not purely an AI story.

Risks and What to Watch Next

A crowded evening raises the risk that any single report is overshadowed. The Federal Reserve held at 3.75% to 4.00% on October 28, the 10-year Treasury yield closed above 5%, and software and AI names fell sharply after hours on the same day, with ServiceNow down 14% to 19% and Fortinet down 25% to 26%. September PCE inflation lands at 7:30 a.m. ET. Watch Roblox (NYSE:RBLX) bookings and guidance, advertising commentary from Pinterest and Reddit, and Monolithic Power against its USD 6.80 consensus. These are different business models reacting to one shared market backdrop, which makes comparisons across them tricky. Options-implied moves were not retrieved, so the expected size of each reaction is unknown.

Where Things Stand

Roblox (NYSE:RBLX) and its seven peers will reveal how far the AI and internet trade can hold after Alphabet's capital-spending shock, but that answer is not available before the company releases. The evidence is limited to a single calendar page, with only Monolithic Power carrying an EPS figure. The next catalysts are Amazon and Intel after the close, followed by this group of eight, with extended-hours price moves the first read.