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Source document· October 31, 2025

Earnings live: Amazon stock soars, Apple CEO predicts 'best-ever' quarter; Exxon, Chevron post strong earnings

View original at finance.yahoo.com
Earnings live: Amazon stock soars, Apple CEO predicts 'best-ever' quarter; Exxon, Chevron post strong earnings Markets are in the midst of the busiest week for third quarter earnings, with results from several Big Tech companies highlighting the calendar…
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  • We continue to see strong momentum and growth across Amazon as AI drives meaningful improvements in every corner of our business

    80% confidence
  • We are incredibly excited about the strength we're seeing across our products and services

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

    80% confidence
  • If that figure holds, it would mark the ninth straight quarter of positive earnings growth but a deceleration from the 12% earnings growth reported in Q2 of this year

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

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

    80% confidence
  • The layoffs announcement was not really financially driven and not AI driven, it's culture

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

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

    80% confidence
  • We expect margin pressure within our Pharmacy Benefit Services segment over the next two years

    80% confidence
  • AWS is growing at a pace we haven't seen since 2022, re-accelerating to 20.2% YoY

    80% confidence
  • Analysts are expecting a 9.2% jump in earnings per share during the third quarter for S&P 500 companies

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

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
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101 entities tracked4,978 facts checked against source5,251 source documents archived
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