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

    80% confidence

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

    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

  • The cooling in the labor market has been gradual

    80% confidence

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

    80% confidence

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

    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

  • 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
What we know · the intelligence behind this page
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What we're seeing
Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
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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
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.
We flag conflicts openly ›
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