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Source document· November 3, 2025

Earnings live: Berkshire Hathaway profits rise, Beyond Meat postpones earnings, with Palantir results on deck

View original at finance.yahoo.com
Earnings live: Berkshire Hathaway profits rise, Beyond Meat postpones earnings, with 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% YoY

    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 of this year

    80% confidence
  • Analysts expected S&P 500 companies to report a 7.9% jump in earnings per share during the third quarter coming into the quarter

    80% confidence
  • The announcement we made a few days ago was not really financially driven, and it's not even really AI driven — not right now, at least. It's culture

    80% confidence
  • We are incredibly excited about the strength we're seeing across our products and services, and we expect the December quarter's revenue to be the best ever for the company and the best ever for iPhone

    80% confidence
  • The iPhone 17 is facing supply constraints due to high demand

    80% confidence
  • As of Oct. 31, 64% of S&P 500 companies have reported results, and analysts are expecting a 10.7% jump in earnings per share during the third quarter

    80% confidence
  • Our third quarter results exceeded expectations, underscoring the strength of our strategy and the resilience of our business model

    80% confidence
  • As a result of these factors, we expect margin pressure within our Pharmacy Benefit Services segment over the next two years

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

    80% confidence
  • We continue to see strong momentum and growth across Amazon as AI drives meaningful improvements in every corner of our business

    80% confidence
  • We're seeing continued signs of stabilization across our core markets, as well as positive growth in AI

    80% confidence
  • AI-related revenue approximately doubled year over year in Q3

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

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

    80% confidence
  • You're going to see us continue to be very aggressive in investing in capacity because we see the demand

    80% confidence
Lo que sabemos · la inteligencia detrás de esta página
En vivo desde el sustrato
Lo que estamos viendo
Q4 2026 Oncology Data Season and Biotech Capital Allocation: ESMO Readouts, Ivonescimab PDUFA, and Diverging Corporate Moves
Late-2026 biotech is driven by a dense catalyst calendar. ESMO 2026 delivers data from ivonescimab, Enhertu, R-DXd and bemarituzumab, and the FDA has set a 14 Nov PDUFA date for the ivonescimab BLA. Capital allocation is diverging. Krystal Biotech authorized a $400M buyback while lowering FY2026 spend guidance and pushing milestones into 2027. Spago is moving to delist from Nasdaq First North. The facts are clinical and corporate events, not AI or fintech, so the finance angle is limited to capital markets (buybacks, guidance, delistings, regulatory timelines).
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Señales que seguimos
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.
Patrones que observamos ›
Donde las fuentes discrepan
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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Earnings live: Berkshire Hathaway profits rise, Beyond Meat postpones earnings, with Palantir results on deck — Source | Via News | es.VIA.NEWS