Key Highlights

  • Advanced Micro Devices (NASDAQ:AMD) lifted third quarter Revenue 45% to USD 13.4 billion, while Data Center revenue jumped 97% to USD 8.5 billion and fourth quarter guidance sits near USD 17 billion.
  • Amgen (NASDAQ:AMGN) grew total revenues 8% to USD 10.4 billion, even as Prolia sales slid 45% to USD 632 million once biosimilar competition arrived.
  • Per-share after-tax adjusted Operating Income at Prudential Financial (NYSE:PRU) landed at USD 3.77 versus USD 4.05, while income from Japan Businesses slid to USD 559 million from USD 750 million.
  • Booking Holdings (NASDAQ:BKNG) saw global room nights climb 7% in the third quarter from 5% in the second, and its savings target rose to USD 650 million.

Advanced Micro Devices (NASDAQ:AMD): Data Center Revenue Nearly Doubles

Advanced Micro Devices (NASDAQ:AMD) posted third quarter 2026 figures on November 3, 2026, showing revenue of USD 13.377 billion compared with USD 9.246 billion a year earlier. That Top Line finished above the upper end of company guidance. Data Center revenue reached USD 8.5 billion, a 97% gain powered by strong EPYC processor Demand and newly launched Instinct MI450 series GPUs. Embedded revenue rose 29% to USD 1.1 billion, and Client revenue grew 7% to USD 2.9 billion. Gaming fell 40% to USD 773 million, keeping combined Client and Gaming revenue at USD 3.7 billion. On a GAAP basis, Diluted Earnings per Share came to USD 1.46, while the non-GAAP figure was USD 2.09, up 74%. That non-GAAP number strips out a USD 1,097 million swing in the Fair Value of a Warrant Liability linked to warrants granted to certain customers. Fourth quarter revenue guidance centers on roughly USD 17 billion, with a 3% band either way, and non-GAAP gross Margin is expected near 55%, slightly under the 56% reported this quarter. At the midpoint, that guidance implies roughly USD 3.6 billion of additional quarterly revenue, by own arithmetic. Key risks include export rules, tariffs, memory and substrate supply, and Manufacturing yields.

Amgen (NASDAQ:AMGN): Volume Growth Absorbs Biosimilar Pressure on Prolia and Xgeva

Amgen (NASDAQ:AMGN) put out third quarter 2026 figures on November 3, 2026. Total revenues climbed 8% to USD 10.4 billion, and product sales came to USD 9.883 billion, lifted mainly by higher volumes. Repatha revenue advanced 37% to USD 1,085 million, while Imdelltra jumped 128% to USD 406 million. Prolia dropped 45% and Xgeva fell 47% after several biosimilar denosumab versions reached the market. On a GAAP basis EPS reached USD 7.08, while the non-GAAP figure reached USD 6.45, a 14% increase. The GAAP Operating Margin widened 9.9 points to 37.5%, whereas the non-GAAP operating margin edged up only 0.2 points to 47.3%, since non-GAAP operating expenses grew 8%. Free Cash Flow was USD 3.7 billion, compared with USD 4.2 billion a year earlier. Cash stood at USD 13.2 billion and Debt at USD 54.0 billion, and the company bought back no shares during the quarter. For the full year 2026, non-GAAP EPS is guided within USD 22.90 to USD 23.70. Late-stage trials of the obesity candidate MariTide are underway, although the material carries none of their results. Under Medicare Part D price setting, the net selling price for Enbrel dropped 14%.

Prudential Financial (NYSE:PRU): A Japan Sales Pause Weighs on Per-Share Earnings

The insurer's third quarter 2026 release, dated November 3, 2026, included figures from Prudential Financial (NYSE:PRU). Net Income attributable to shareholders was USD 1.388 billion, or USD 3.96 per share, versus USD 1.431 billion, or USD 4.01, a year earlier. After-tax adjusted operating income, a non-GAAP measure, came to USD 3.77 per share against USD 4.05. Weaker earnings from Japan, linked to the sales suspension at Prudential of Japan, outweighed steady results at PGIM and the U.S. businesses. Once sales stopped, new Business production fell straight away, landing at USD 291 million in constant dollars, down 36%, while fixed costs kept running. Japan's pretax operating income fell by USD 191 million year over year, by simple arithmetic on two reported figures. PGIM recorded third-party net inflows of USD 9.0 billion, its highest in 10 quarters. The company returned USD 741 million in capital, and Parent Company Liquid assets stood at USD 4.0 billion. Japan sales remain suspended, with no restart date given in the release, and U.S. Legacy Products earnings declined to USD 253 million from USD 308 million. The call takes place on November 4, 2026, at 11:00 a.m. ET.

Booking Holdings (NASDAQ:BKNG): Room Nights Speed Up as Savings Targets Rise

Booking Holdings (NASDAQ:BKNG) reported room night growth quickening to 7% in the third quarter from 5% in the second, a shift the company tied to firmer international travel from Europe and Asia. Constant-currency average daily rates rose about 3%. Combining those two rates points to roughly 10% growth in room night value before currency effects, a figure derived by own arithmetic rather than reported. Marketing expenses reached USD 2.6 billion, up 11%. Merchant bookings accounted for 75% of gross bookings, which brings in payment-related revenue but also processing and chargeback costs that press on margins. Alternative stays represented about 37% of room nights, up from 36%, and they typically carry thinner margins or added expense. The Transformation Program's run-rate savings target was lifted to USD 650 million from roughly USD 550 million, and most of the increase is expected to land in 2027. The filing cautions that organic search traffic is expected to fall, which could push up paid marketing spending. Revenue, gross bookings and profit figures are absent from the extract reviewed.

Where Things Stand

Advanced Micro Devices (NASDAQ:AMD) lifted Data Center revenue 97% on server processor demand and new GPU launches, which made its quarter the clearest growth story. Advanced Micro Devices (NASDAQ:AMD) also pointed fourth quarter revenue toward roughly USD 17 billion, a target that hinges on early deployments becoming volume output. Amgen (NASDAQ:AMGN) grew 8% on volume, while biosimilar competition eroded Prolia and Xgeva. Prudential Financial (NYSE:PRU) earned less per share while its Japan sales stayed suspended. Booking Holdings (NASDAQ:BKNG) posted faster room night growth, but its extract lacked profit figures. Upcoming checkpoints are AMD's fourth quarter report, Amgen's MariTide studies, any Japan restart and Booking's savings delivery.