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Source document· November 3, 2025

Earnings live: Berkshire Hathaway profits rise, Beyond Meat postpones earnings, with Palantir results on deck

View original at finance.yahoo.com
Earnings live: Berkshire Hathaway profits rise, Beyond Meat postpones earnings, with 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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  • Analysts expected S&P 500 companies to report a 7.9% jump in earnings per share during the third quarter coming into the quarter

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

    80% confidence
  • We're seeing continued signs of stabilization across our core markets, as well as positive growth in AI

    80% confidence
  • AI-related revenue approximately doubled year over year in Q3

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

    80% confidence
  • You're going to see us continue to be very aggressive in investing in capacity because we see the demand

    80% confidence
  • The announcement we made a few days ago was not really financially driven, and it's not even really AI driven — not right now, at least. It's culture

    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
  • Our third quarter results exceeded expectations, underscoring the strength of our strategy and the resilience of our business model

    80% confidence
  • As a result of these factors, we expect margin pressure within our Pharmacy Benefit Services segment over the next two years

    80% confidence
  • We are 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 of this year

    80% confidence
  • The iPhone 17 is facing supply constraints due to high demand

    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
  • We continue to see strong momentum and growth across Amazon as AI drives meaningful improvements in every corner of our business

    80% confidence
  • AWS is growing at a pace we haven't seen since 2022, re-accelerating to 20.2% YoY

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Vertical AI Agents Attract a Funding Wave Across Fintech-Adjacent Industries
A cluster of AI-native startups applying autonomous agents to narrow, operational problems — hotel front-desk staffing (Dextr AI), identity/fraud risk for financial institutions (Baselayer), insurance distribution (Napo, Connie Health, MGT Insurance) — closed seed-to-Series A rounds within days of each other in September 2026, with CB Insights running a coordinated CEO interview series to spotlight them. The pattern points to agentic AI maturing from generic chat tools into vertical, revenue-generating products, with identity verification for AI agents themselves (Baselayer) emerging as a new fintech infrastructure category responding directly to AI-driven fraud risk.
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
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
We flag conflicts openly ›
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Earnings live: Berkshire Hathaway profits rise, Beyond Meat postpones earnings, with Palantir results on deck — Source | Via News | Via News