Applied Materials, Cisco, Berkshire Hathaway, Nvidia, Micron and Alphabet are part of Zacks Earnings Preview
Nvidia (NVDA) is the last Mag 7 name left to report, with earnings due November 17th, as Q3 season delivers S&P 500 earnings growth of 28.4% on revenue growth of 14.4%, according to Zacks Investment Research.
Six of the Mag 7 have already posted results, leaving NVDA as the single remaining large-cap catalyst in that group. The tech sector is the primary engine of the quarter, with earnings up 45.4%, well above the 28.4% index-wide figure. Interpretation: that gap suggests tech is carrying a disproportionate share of the aggregate beat, which raises the bar for NVDA to confirm the trend.
Zacks flags a positive revisions trend continuing for Q4 2026 and full-year 2027. The caveat is that recent weekly revisions have weakened slightly. Interpretation: forward estimates are still rising, but the pace of upgrades is cooling, which can mean expectations are already elevated heading into the next prints.
The preview groups Applied Materials (AMAT), Cisco (CSCO), Berkshire Hathaway (BRK.A, BRK.B), Nvidia (NVDA), Micron (MU) and Alphabet (GOOG, GOOGL) as names in focus. Alphabet's additional share lines, GOOGM and GOOGN, fall under the same issuer exposure.