Seeking Alphaยท2025-11-02 18:59Tesla - Tesla will hold a shareholder meeting to vote on Elon Musk's proposed $1 trillion pay package and discuss the company's future direction [2][3] - The meeting will include updates on key initiatives such as the robotaxi network pilot, Cybercab program, Tesla Semi production ramp, and advancements in next-generation battery technology [3] - The compensation package for Musk is proposed to be paid in shares over twelve tranches contingent on achieving specific goals, which would increase his voting power to 25% [4] - Analysts express skepticism about the full realization of Musk's pay package but acknowledge Tesla's historical ability to achieve ambitious goals [5] Berkshire Hathaway - Berkshire Hathaway reported a nearly 34% increase in operating profit, driven by strong performance in its insurance underwriting business, with a cash pile reaching almost $390 billion [6] - The incoming CEO Greg Abel is expected to restore investor confidence over time, with potential catalysts for share price increase through increased investment activity or share repurchases [7] Palantir - Palantir is set to report earnings, with analysts expecting EPS of $0.17 on revenue of $1.09 billion [9] - There is a divergence in analyst opinions, with some expecting the company to exceed revenue expectations due to its AI platform, while others caution that a growth trajectory of 30%-40% could lead to a significant stock repricing [10][11] Market Overview - 83% of S&P 500 companies have reported positive EPS surprises, and 79% have beaten revenue expectations, although 28 companies have issued negative EPS guidance [9] - Upcoming earnings reports include major companies such as AMD, Shopify, Uber, and McDonald's, with several companies going ex-dividend [11]