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Source document· November 3, 2025

Earnings live: Berkshire Hathaway profits rise as Buffett prepares to step down; Palantir results on deck

View original at finance.yahoo.com
Earnings live: Berkshire Hathaway profits rise as Buffett prepares to step down; Palantir results on deck The third quarter earnings season is in full swing, with several AI players reporting results this week, including Palantir (PLTR), AMD (AMD), and Supermicro (SMCI)…
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  • AWS is growing at a pace we haven't seen since 2022, re-accelerating to 20.2% year over year

    80% confidence
  • Amazon is committed to operating like the world's largest startup, and that means removing layers

    80% confidence
  • If 10.7% EPS growth holds, it would mark the fourth straight quarter of double-digit earnings growth but a deceleration from the 12% earnings growth reported in Q2

    80% confidence
  • Cigna expects margin pressure within its Pharmacy Benefit Services segment over the next two years

    80% confidence
  • The cooling in the labor market has been gradual

    80% confidence
  • Analysts are expecting a 10.7% jump in earnings per share during the third quarter for S&P 500 companies

    80% confidence
  • The announcement of 14,000 job cuts was not really financially driven, and it's not even really AI driven — not right now, at least. It's culture

    80% confidence
  • Amazon will continue to be very aggressive in investing in capacity because they see the demand

    80% confidence
  • Apple expects the December quarter's revenue to be the best ever for the company and the best ever for iPhone

    80% confidence
  • Partners operating in government programs like Medicaid and Medicare are facing significant financial and affordability pressures

    80% confidence
  • Amazon continues to see strong momentum and growth as AI drives meaningful improvements in every corner of the business

    80% confidence
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What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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