Key Highlights

  • Amazon (NASDAQ:AMZN) reports after the close on October 29, 2026, with consensus EPS of USD 2.01, the only estimate retrieved. AWS growth will be compared with Google Cloud at 103% and Azure at 48%.
  • Intel (NASDAQ:INTC) was down about 3.6% in premarket trading on October 29, 2026 and reports after the close, with consensus EPS of USD 0.28 the only estimate retrieved. Revenue and guidance expectations were not found.
  • SanDisk (NASDAQ:SNDK) rose 7.4% on October 28, 2026 and reports after the close on October 29, with an EPS consensus of USD 45.22 on one calendar page that looks extreme and is unverified.
  • Roblox (NYSE:RBLX) is one of eight names listed to report after the close on October 29, 2026, alongside Pinterest, Reddit, First Solar, Rivian, DexCom, Twilio and Monolithic Power, whose USD 6.80 consensus EPS is the only figure retrieved.

Amazon (NASDAQ:AMZN): Can AWS Match the Cloud Rivals?

Amazon is scheduled to report after the close on October 29, 2026. The only consensus figure retrieved is EPS of USD 2.01, and revenue consensus, expected AWS growth and the options-implied move were not found. Alphabet's Google Cloud grew 103% and Microsoft's Azure grew 48%, so AWS growth will be measured against both. Alphabet fell about 8% to 10.5% on negative free cash flow of USD 9.07 billion and USD 51.36 billion of capex, while Microsoft rose about 3% to 4%. Amazon Web Services rents computing power, including for AI, and carries higher margins than retail, so faster growth lifts profit more. Heavy investment in data centers can turn free cash flow negative, as it did at Alphabet. How Amazon (NASDAQ:AMZN) balances growth against spending is the likely focus, and Nasdaq-100 futures were down 1.2% at 4:09 a.m. ET. Amazon reports in the same week that Alphabet's capital spending shock and Microsoft's Azure beat reset the debate over AI spending. Readers should compare the actual results with analyst estimates from the company release, and watch capex guidance, free cash flow and any comment on AI capacity, since the first reaction can reverse once management speaks on the call.

Intel (NASDAQ:INTC): Down 3.6% Before the Report

Intel is due to report after the close on October 29, 2026, and shares were down about 3.6% in premarket quotes. Consensus EPS is USD 0.28, and revenue and guidance expectations were not found. SK hynix's ADR jumped 13.3% on its profit, yet AMD, Nvidia and Intel were weak premarket. Marvell fell 9.4% on a reported story about talks with Lumentum, and Taiex fell 1.9%, which shows how fragile the AI hardware trade looked before the open. No Intel-specific news was found, so the cause of the dip is inferred and not confirmed. Intel designs and manufactures processors, so its results show demand for computing hardware, including AI servers. A premarket fall means some caution is priced in, so a result that merely meets expectations could still lift Intel (NASDAQ:INTC), while a weak outlook could extend the fall. Chip shares have recently moved in sharp bursts, which makes single-day comparisons unreliable, and premarket quotes are thinly traded, so a 4:09 a.m. ET snapshot can differ materially from the regular-session open. Readers should focus on guidance, gross margin and capital spending in the company release.

SanDisk (NASDAQ:SNDK): A Memory-Price Test After a 7.4% Jump

SanDisk gained 7.4% on October 28, 2026, a day after SK hynix posted record profit, and reports after the close on October 29. The consensus of USD 45.22 looks extreme, comes from a single page and could not be verified. SK hynix reported quarterly revenue of 104.62 trillion won and operating profit of 83.33 trillion won, a 79.7% operating margin from simple arithmetic on those two numbers. JPMorgan put the print 7% and 9% above consensus, with DRAM prices up almost 30% and NAND about 25% from the prior quarter. Because SanDisk sells flash memory, higher NAND pricing is the key variable for revenue and margins at SanDisk (NASDAQ:SNDK). A strong peer print raises expectations, so a merely good quarter could disappoint, and Nvidia, AMD and Intel were indicated lower premarket. The Philadelphia Semiconductor Index rose 1.75% on October 28 with 22 of 30 members higher, and the SK hynix ADR gained 13.3% to USD 164.70, so the rally has been heavily memory-led. Samsung Electronics fell 5.4% and the Kospi fell 2.2% on Thursday after its shareholder-return plan disappointed some investors, so the strength was not uniform.

Roblox (NYSE:RBLX): One of Eight Reports in an Evening

Roblox 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. DexCom (NASDAQ:DXCM) is also listed. Twilio (NYSE:TWLO) completes the group. Monolithic Power Systems (NASDAQ:MPWR) is listed with a consensus of USD 6.80, the only earnings figure retrieved. Pinterest and Reddit lean on advertising, while First Solar and Monolithic Power sit in the energy and chip supply chain. The evening follows Amazon and Intel, so these names report after the sharpest read yet on AI spending. Software and AI names fell sharply after hours on October 28, with ServiceNow down 14% to 19% and Fortinet down 25% to 26%. For Roblox (NYSE:RBLX), the question is whether engagement and bookings hold. Session times come from one calendar page and are unverified, and 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, and options-implied moves were not retrieved.

Where Things Stand

These four reports will show whether the AI hardware and cloud trade can hold after Alphabet's capital-spending shock, but the answer is not available before the company releases. Amazon (NASDAQ:AMZN) is the cloud test. Intel (NASDAQ:INTC) is the hardware test. SanDisk (NASDAQ:SNDK) is the memory-price test. Roblox (NYSE:RBLX) adds the consumer internet view. Only EPS consensus figures were retrieved, and the SanDisk number is unverified. The next catalysts are the releases after the close, with extended-hours price moves the first read. This preview should be redone as results.