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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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  • 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

  • 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

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

    80% confidence

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

    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

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

    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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