ZACKSยท2025-11-26 17:16Core Insights - The Q3 earnings cycle for 2025 has shown resilience, with many S&P 500 companies exceeding expectations and overall growth remaining strong [1][17] - Companies involved in AI, particularly NVIDIA and Palantir, have reported significant growth driven by high demand [1][7][17] NVIDIA (NVDA) - NVIDIA achieved a double-beat with sales of $57 million, reflecting a 62% increase, and a 67% jump in EPS, marking another record-setting release [2] - Data Center revenue reached $51.2 billion, growing 66% year-over-year, surpassing the consensus estimate of $49.1 billion [2] - Analysts have revised EPS expectations higher post-release, and the stock holds a Zacks Rank 1 (Strong Buy) [6] Palantir (PLTR) - Palantir reported quarterly sales of $1.2 billion, a 63% increase year-over-year, with US commercial revenue surging 121% and US government revenue increasing by 52% [9] - The company closed over 200 deals worth at least $1 million, with a record Total Contract Value (TCV) of $2.8 billion, up 340% from the previous year [10] - Customer count grew by 45% year-over-year, indicating strong momentum, and the company expects 61% sequential quarterly revenue growth for Q4 [11][14] - Palantir's stock has a favorable Zacks Rank 2 (Buy), with rising EPS expectations across the board [15]