There is no viable reason to think that Apple will miss having the initial AS Macs in the stores by Black Friday. There is a very real possibility that there will also be new iPads as well. The last quarter of every year is ALWAYS Apple's biggest quarter, by far. They will not delay the AS Macs any more than they have to. They will have the iPhone 12s, the AS Mac, and possibly a new iPad ready to go. Ever wonder why Apple is always announcing iPhones (the main line iPhones, not the SEs) in the fall. This year is delayed by the Covid situation, but Apple will move heaven and earth to make sure the AS Macs are in the stores by Black Friday. And a company with $2T in market cap, with over $100B in cash on hand, CAN move heaven and earth.
I also don't see any announcements in November, they will be in the Oct. 13th event. Apple holds these events as essentially a marketing move. No marketer wants to be "lost in the shuffle", the shuffle in this case being the Nov. 3 election. The AS announcement will be well away from November, as there will not only be the election itself, but all the hubub before and after the election. Couple that with the WWDC announcement that the new AS Mac(s) will ship "before the end of the year", and it pretty much leaves only the Oct. 13 event for the announcement to be made.
The last clue is in the announcement itself. The use of the word "Speed" and the three rings is the key. The Speed is referring to the A14 generation speed increases. The three rings, to me represent the 3 product areas that are going to use the A14 generation SoCs: the iPhone 12, the iPad (I expect one or both iPad Pros to be updated), and the AS Mac.