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

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• The cooling in the labor market has been gradual

  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

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

  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

• 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

• 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 iPhone 17 is facing supply constraints due to high 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