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

    80% confidence
  • Cigna expects margin pressure within its Pharmacy Benefit Services segment over the next two years

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

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

    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
  • Amazon will continue to be very aggressive in investing in capacity because they see the demand

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

    80% confidence
  • Analysts are expecting a 10.7% jump in earnings per share during the third quarter for S&P 500 companies

    80% confidence
  • Amazon continues to see strong momentum and growth as AI drives meaningful improvements in every corner of the business

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise AI Agents Go Mainstream, But Trustworthy Data Access Lags Adoption
A wave of enterprise AI agent activity — fresh funding (Latitude's $35M Series A), a run of CB Insights CEO interviews spotlighting fintech- and healthcare-focused agent startups (Covecta, Penguin AI, Maisa AI), and major platform partnerships (Microsoft-Mistral, Manulife-Microsoft AI governance, Siemens-NVIDIA agentic EDA, Box's agent security controls) — signals agentic AI moving from pilot to production across financial and enterprise workflows. Yet Google Cloud's own research shows adoption is outrunning data readiness (companies average AI access to only 45% of their data, with 'data laggards' capped near 30%), while insider selling at incumbent C3.ai hints at mixed investor conviction even as the broader ecosystem accelerates.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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