Core Insights - Advanced Micro Devices (AMD) is set to report earnings, with investor optimism surrounding its AI products and recent deals, particularly a contract to supply AI chips to Oracle [1][3] - The earnings reports from tech firms, including AMD, Qualcomm, and Palantir, are anticipated to focus on the demand for artificial intelligence [2][3] - Pharmaceutical companies, including Novo Nordisk, Amgen, Pfizer, and AstraZeneca, are under scrutiny due to pricing pressures from the Trump administration [4] Technology Sector - AMD will report earnings on Tuesday, and investors are keen to learn about its AI chip supply deal with Oracle [3] - Qualcomm recently introduced two new AI chips for data centers, and it is also scheduled to report earnings this week [3] - Palantir's shares have more than doubled this year, driven by strong demand for its AI platforms, with its earnings report due on Monday [3] Pharmaceutical Sector - Novo Nordisk faces pressure from President Trump regarding the pricing of its weight loss treatment Ozempic, which currently costs over $1,000 per month [4] - Other pharmaceutical firms reporting this week include Amgen, Pfizer, and AstraZeneca, amid ongoing discussions about lowering drug prices in response to potential tariffs [4] Gig Economy - Key players in the gig economy, such as Uber, DoorDash, and Airbnb, are also expected to report earnings this week [4]

Core Insights - The earnings reports from major tech companies highlighted strong performance and significant investments in artificial intelligence, indicating a robust outlook for AI growth in the coming year [2][3]. AI Investments - Major tech firms, including Apple, Microsoft, Alphabet, Amazon, and Meta, reported better-than-expected earnings and emphasized their commitment to increasing AI investments [2][4]. - Cloud providers are forecasting continued growth in capital expenditures, driven by the need for data centers to support AI model training and operations [6][7]. - Citi analysts project a 24% growth in cloud data center capital expenditures by 2026, benefiting semiconductor companies like Nvidia, Broadcom, and AMD [8]. Company-Specific Developments - Amazon raised its full-year capital expenditures forecast, while Alphabet increased its capex guidance for the third time this year, anticipating significant growth next year [7]. - Meta's shares declined after missing earnings estimates due to a one-time tax charge, despite raising its capex guidance for the year [9][10]. - Meta's total expenses rose 32% year-over-year in Q3, driven by increased employee compensation from aggressive AI hiring, raising concerns about its spending sustainability [11]. Market Dynamics - Alphabet's AI search features have positively impacted its search revenue growth, which accelerated from 10% in Q2 to 15% in Q3, countering earlier concerns about its competitive position [12][13]. - Microsoft executives addressed investor concerns regarding customer concentration risks, highlighting a diverse customer base contributing to its record backlog, which grew 51% to $392 billion [16][17].

Core Insights - Berkshire Hathaway's cash stockpile reached a record high of $381.7 billion in the third quarter, reflecting a significant increase from $344.1 billion in the previous quarter [2][4][6] - The company reported third-quarter operating earnings of $13.5 billion, up from $10.1 billion year-over-year and $11.2 billion from the prior quarter, primarily driven by a surge in insurance income [2][4] - Investors are closely monitoring the company as CEO Warren Buffett prepares to retire by the end of the year, raising concerns about the future leadership and potential impact on stock performance [3][7][8] Financial Performance - Operating earnings for the third quarter were $13.5 billion, marking a 33.3% increase from $10.1 billion in the same quarter last year [2] - The cash and equivalent holdings grew to $381.7 billion, indicating a strategic positioning for future investments [2][4] - The absence of share buybacks continues, extending a period without buybacks since Buffett was granted expanded authority in 2018, which may signal a cautious approach to capital allocation [6][7] Market Position and Investor Sentiment - Berkshire Hathaway's class B shares have increased by 6.1% this year, underperforming the S&P 500 index, which has risen by 16.3% [8] - Analysts suggest that the company's stock growth is being affected by a decline in the "Buffett premium," as confidence in Buffett's investment acumen may diminish with the upcoming leadership transition to Vice Chair Greg Abel [8]

Reddit shares have added about 28% of their value in 2025. Mateusz Slodkowski / SOPA Images / LightRocket via Getty Images Close Key Takeaways Reddit (RDDT) shares surged Friday after the social media platform posted better-than-expected earnings and an upbeat outlook. The stock finished Friday's session close to 8% higher, pushing its year-to-date gains to about 28%. Reddit reported third-quarter earnings per share of $0.80, well above the consensus of analysts surveyed by Visible Alpha. Its revenue soared ...

Amazon shares closed at an all-time high Friday after the tech giant posted better-than-expected earnings. Peter Kneffel / picture alliance / Getty Images Close Key Takeaways estimates, DexCom's management team cautioned that 2026 revenue growth could fall short of expectations. Executives also addressed concerns about DexCom's flagship G7 sensor following reports of quality issues, noting that the company fixed a problem with the product earlier this year and pointing to efforts to improve its customer ser ...

Core Insights - Apple shares increased by over 3% in extended trading, reaching new highs after reporting earnings that surpassed analysts' expectations and a positive outlook for the holiday season [1][4] Financial Performance - Apple reported fiscal fourth-quarter earnings per share of $1.85, with revenue rising 8% year-over-year to $102.47 billion, both exceeding analysts' estimates [2][6] - Services revenue reached a record high of $28.75 billion, contributing significantly to overall revenue growth [2][6] Product Sales - iPhone sales rose 6% to $49.03 billion in the fourth quarter, driven by the launch of the iPhone 17 lineup in September, marking a record for September quarter revenue from iPhones [3][6] - CEO Tim Cook indicated that the strong iPhone sales could lead to a record holiday season for the company [3][6] Future Outlook - Tim Cook projected that December-quarter revenue would be the best ever for Apple, anticipating a growth rate of 10% to 12% [4][6] - Following recent gains, Apple's market capitalization surpassed $4 trillion, making it the second-most-valuable company globally, behind Nvidia [4]

Meta CEO Mark Zuckerberg on stage at the Meta Connect conference in September. David Paul Morris / Bloomberg via Getty Images Close Key Takeaways Shares of a social media juggernaut slumped as investors balked at its rapidly accelerating spending on artificial intelligence, while reports of potential partnership or buyout talks helped a vaccine maker's shares shoot higher. Chipotle Mexican Grill (CMG) stock fell 18.2%, the most of any S&P 500 component, after the fast-casual burrito chain reported lower-tha ...

Core Insights - Amazon's third-quarter results exceeded analysts' expectations, driven by significant growth in its cloud business, leading to a share price increase of over 9% in after-hours trading [1][2]. Financial Performance - Earnings per share (EPS) for the third quarter were reported at $1.95, an increase from $1.43 year-over-year, surpassing analyst consensus [2]. - Revenue rose 13% year-over-year to $180.2 billion, also beating expectations, with Amazon Web Services (AWS) sales jumping 20% to $33 billion [2]. Future Outlook - Amazon anticipates fourth-quarter revenue to be between $206 billion and $213 billion, compared to the analyst estimate of $208.66 billion [3]. Strategic Initiatives - CEO Andy Jassy highlighted that AI has driven meaningful improvements across Amazon's business, with strong demand in AI and core infrastructure [3]. - The company is focusing on accelerating capacity to meet this demand [3]. Workforce Changes - Amazon announced plans for significant layoffs, reducing its workforce by about 14,000 jobs, as part of cost-cutting measures while investing heavily in AI infrastructure [4].

What Are Money Market Accounts? Money market accounts are deposit accounts held at banks and credit unions. Often referred to as money market deposit accounts (MMDA), they offer features distinguishing them from other savings accounts. FDIC Insured Money market accounts can provide a safe haven to hold your money, allowing you to earn interest and avoid the market volatility associated with investing. Just like saving and checking accounts, the Federal Deposit Insurance Corporation (FDIC) insures money mark ...

Starbucks says it's doing more business with loyal customers and newcomers. David Paul Morris / Bloomberg / Getty Images Close Key Takeaways Related Education Starbucks is back in consumers' daily grind. The company's year-long turnaround campaign is gaining ground, executives said on a conference call Wednesday. Same-store sales started to grow on a year-over-year basis in the fiscal fourth quarter after a year- and-a-half of declines. Business improved among Starbucks Rewards members and less-frequent vis ...