EARNINGS WRAP Wed Nov 4: 73 companies, 64 reported, 9 pending. Heavyweight night: AMD, Amgen, Pfizer, Arista, Eaton, Booking. Health Care and Industrials dominate the tape. Widest consensus spread: Ta

$AMD beat with Adj EPS $2.09 vs $1.94 consensus (+7.7%), GAAP $1.49. Revenue $13.4B, up 44.7% yoy. $AMGN crushed it: Adj EPS $6.45 vs $5.78 (+11.5%), GAAP $7.15, revenue $10.4B up 8.4%. $ANET Adj EPS $1.20 vs $1.08 (+11.2%), revenue $3.7B up 58.5% yoy, FY rev guide $3.9B-$4.0B. $PFE Adj EPS $0.87 vs $0.73 (+18.4%), GAAP $0.56, revenue $16.6B down 0.4%. $ETN Adj EPS $3.68 vs $3.55 (+3.7%), GAAP $2.77, revenue $8.9B up 28.0%. $MPC Adj EPS $26.93 vs $26.00 (+3.6%), GAAP $26.59, revenue $56.5B up 57.6%. $BKNG Adj EPS $4.66 vs $4.50 (+3.6%), GAAP $3.61, revenue $8.9B down 1.3%. $APO missed: Adj EPS $2.07 vs $2.20 core (-5.7%), GAAP -$1.90, revenue $4.7B down 51.8%. $AME Adj EPS $2.21 vs $2.11 (+4.8%), GAAP $1.85, revenue $2.2B up 17.3%. $KDP Adj EPS $0.66 vs $0.62 (+6.4%), GAAP $0.60, revenue $7.3B up 70.5%, FY rev guide $25.9B-$26.4B. $XYZ Adj EPS $1.13 vs $1.03 (+10.2%), GAAP $0.92, revenue $6.7B up 9.9%. $WAT Adj EPS $4.10 vs $4.00 (+2.6%), GAAP $0.82, revenue $1.8B up 120.9%. $AIG Adj E

$AMD beat with Adj EPS $2.09 vs $1.94 consensus (+7.7%), GAAP $1.49. Revenue $13.4B, up 44.7% yoy. $AMGN crushed it: Adj EPS $6.45 vs $5.78 (+11.5%), GAAP $7.15, revenue $10.4B up 8.4%.