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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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  • The cooling in the labor market has been gradual

    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
  • 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
  • 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
  • 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
  • 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
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What we're seeing
Late-2026 Biotech Catalyst Season: FDA Decisions and Pivotal Readouts Converge Across Oncology, Hepatology and Cardiometabolic
Mid-November 2026 is dense with scheduled biotech catalysts. The ivonescimab BLA PDUFA date is 2026-11-14, the lorundrostat PDUFA date is 2026-12-22, and Phase 3 ECLIPSE hepatitis delta data are due in Q1 2027. Alongside these, siRNA and antibody programs (plozasiran, elebsiran/tobevibart, ianalumab, nipocalimab) reported or presented data at AHA, AASLD, ACR and ASH, while Oryzon advanced iadademstat in AML with Spanish trial authorizations and a planned ALICE-3 Phase III. Late-stage data and regulatory milestones are driving the sentiment. A planned delisting (EGM 2026-11-19, application 2027-01-25) is a separate corporate-structure event with no clear link to the rest.
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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
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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Earnings live: Berkshire Hathaway profits rise as Buffett prepares to step down; Palantir results on deck — Source | Via News | Finance Via News