The Week Ahead in AI: Upcoming Earnings Including Apple, AMD, Qualcomm, Plus Apple Intelligence Launches in China & Meta, Fourier Team for Research Humanoid

Welcome to AI Insider’s The Week Ahead in AI. See the key developments and events we’re watching Nov. 1-7.

Weekend AI News Briefs

Aramco Takes 49% Stake in Saudi AI Company HUMAIN

Saudi Aramco has acquired a 49% stake in HUMAIN, contributing approximately $2.6 billion in cash during 2026 along with AI assets, Aramco announced. HUMAIN plans to develop 3 gigawatts of AI data-center capacity by 2030. (Aramco)

Apple to Launch Apple Intelligence in China With Alibaba’s Qwen

Apple plans to introduce Apple Intelligence in China in December, using Alibaba’s Qwen models to support selected Siri, writing and visual-intelligence features, according to the company. Developer testing is scheduled to begin Nov. 4, while Apple’s next-generation Siri will not be included in the initial release. (Apple)

Meta Reportedly Develops Humanoid Robot With China’s Fourier

Meta has developed a humanoid robot prototype called Max with Chinese robotics company Fourier and is working on a second version, according to The Next Web citing a report by The Information. Meta said the project is intended for internal research and that it has no plans to sell the robots. (TNW/The Information)

Judge Allows NAACP Lawsuit Over xAI Data Center Pollution to Proceed

A federal judge denied xAI’s request to dismiss a lawsuit alleging that gas turbines powering its Colossus AI data center operate without required environmental permits, TechCrunch reported. The ruling allows the NAACP’s Clean Air Act claims to proceed without determining whether xAI violated environmental laws. (TechCrunch)

Cisco Researchers Identify Malware Using AI to Rank Stolen Data

Cisco Talos researchers identified information-stealing malware called VOLTA that uses commercial AI models to analyze stolen credentials, accounts and personal information and rank them by potential value. According to Cisco Talos, the AI component is optional and can switch between models when one refuses a request. (Cisco Talos)

Major AI Companies Back Common Website Scraping Controls

OpenAI, Google, Microsoft and Anthropic have agreed to support a proposed standard allowing website owners to specify AI-training restrictions through a common robots.txt instruction, according to Engadget. Anthropic has begun supporting the standard, while the other companies plan to implement it in the coming months. (Engadget)

Upcoming Earnings

Tempus AI (TEM)

Tempus AI is scheduled to release third-quarter earnings before the market opens, with analysts expecting its first quarterly profit since going public at one cent a share, compared with a four-cent loss in the second quarter, according to Investing.com. Investors will be watching the sustainability of its data-licensing revenue, customer concentration and diagnostics growth, including potential revenue from newly approved tests and expanded pharmaceutical partnerships. (Investing.com)

Apple (AAPL)

Apple is scheduled to release fiscal fourth-quarter earnings after the market closes, with analysts expecting revenue of $113.46 billion and earnings of $2 a share, as investors assess early iPhone 18 Pro sales. According to Yahoo Finance, iPhone revenue is projected to rise 15% to $56.48 billion, while the earnings call will be the first led by CEO John Ternus, who succeeded Tim Cook in September. (Yahoo Finance)

Palantir (PLTR)

Palantir Technologies is scheduled to report third-quarter earnings after the market closes Monday, Nov. 2, with analysts expecting revenue growth of 84.9% from a year earlier. According to Yahoo Finance, the company reported $1.94 billion in revenue in the previous quarter, up 92.8% year over year, while analysts have largely maintained their earnings estimates ahead of the report. (Yahoo Finance)

AMD (AMD)

AMD is scheduled to report third-quarter earnings after the market closes Tuesday, Nov. 3, with the company forecasting approximately $13 billion in revenue, up 41% from a year earlier. According to Barchart, analysts expect earnings of $1.68 a share, up 73% year over year, as demand for EPYC server processors and Instinct AI accelerators drives growth in AMD’s data-center business. (Yahoo Finance)

Shopify (SHOP)

Shopify is expected to report third-quarter earnings before the market opens Tuesday, Nov. 3, covering the fiscal quarter ended September 2026. According to Zacks Investment Research, the consensus forecast from 13 analysts calls for earnings of 33 cents a share, compared with 27 cents in the same quarter last year. (Nasdaq)

Super Micro Computer (SMCI)

Super Micro Computer is expected to report fiscal first-quarter earnings after the market closes Tuesday, Nov. 3, covering the quarter ended September 2026. According to Zacks Investment Research, the consensus forecast from six analysts calls for earnings of $1.04 a share, compared with 26 cents in the same quarter last year. (Nasdaq)

Qualcomm (QCOM)

Qualcomm is expected to report fiscal fourth-quarter earnings after the market closes Wednesday, Nov. 4, covering the quarter ended September 2026. According to Zacks Investment Research, the consensus forecast from nine analysts calls for earnings of $1.46 a share, compared with $2.56 in the same quarter last year. (Nasdaq)

Arm Holdings (ARM)

Arm Holdings is expected to report fiscal second-quarter earnings after the market closes Wednesday, Nov. 4, covering the quarter ended September 2026. According to Zacks Investment Research, the consensus forecast from seven analysts calls for earnings of 22 cents a share, compared with 15 cents in the same quarter last year. (Nasdaq)

Upcoming Events & Conferences

Joint i-SAIRAS & iSpaRo Conference 2026

The first joint edition of the International Symposium on Artificial Intelligence, Robotics and Automation in Space and the International Conference on Space Robotics runs Nov. 3-6 at Confex in Cologne, Germany, with the scientific program on Nov. 3-5 and an optional guided tour of DLR planned for Nov. 6. Organized by the German Space Agency at DLR and the DLR Institute of Robotics and Mechatronics, the conference brings together industry, academia and space agencies for keynotes, technical sessions, workshops and expert panels on topics such as orbital servicing, in-space assembly, teleoperation and AI autonomy for space systems, with iSpaRo papers peer-reviewed by IEEE and published in IEEE Xplore and an evening show and dinner at Apollo Varieté Düsseldorf on Nov. 4. (Joint i-SAIRAS & iSpaRo Conference 2026)

International Robot Safety Conference 2026

The Association for Advancing Automation (A3) hosts IRSC Nov. 3-5 at Huntington Place in Detroit. Engineers, safety professionals, manufacturers and system integrators will hear sessions on the updated ISO 10218 (R15.06) standard, risk assessment, mobile and collaborative robots and software security, with Nvidia’s Riccardo Mariani covering physical AI and robot safety, Agility Robotics’ Kevin Reese and Boston Dynamics’ Federico Vicentini taking on humanoid and legged robot safety and Amazon Robotics presenting new requirements for robot users, alongside speakers from ABB, Universal Robots, Yaskawa, OpenAI and OSHA. (International Robot Safety Conference)

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