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Source document· October 31, 2025

Earnings live: Amazon stock soars, Apple pares gains with earnings from AI players to come

View original at finance.yahoo.com
Earnings live: Amazon stock soars, Apple pares gains with earnings from AI players to come Markets wrapped the busiest week for third quarter earnings, highlighted by results from five of the "Magnificent Seven" tech companies: Microsoft (MSFT), Alphabet (GOOG), Meta (META), Apple (AAPL), and Amazon (AMZN)…
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  • If 10.7% earnings 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 2025

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

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

    80% confidence
  • Amazon layoffs were not really financially driven and not even really AI driven, but about culture and operating like the world's largest startup

    80% confidence
  • Cigna's partners operating in government programs like Medicaid and Medicare are facing significant financial and affordability pressures, with reduced government reimbursements and seniors utilizing more services

    80% confidence
  • We continue to see strong momentum and growth across Amazon as AI drives meaningful improvements in every corner of our business. AWS is growing at a pace we haven't seen since 2022, re-accelerating to 20.2% YoY.

    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
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.
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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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