Getty Images; Alyssa Powell/BI
2025-11-12T17:53:08.895Z
Each quarter, corporate America opens its books, and the numbers tell the story. Earnings reveal which companies are thriving, which are struggling, and where the economy is headed next.
Business Insider’s “Spotlight: Earnings Season” is your go-to destination for the latest analysis from the top market movers, such as Meta, Tesla, Apple, Amazon, Uber, DoorDash, Palantir, and more.
From Big Tech and Wall Street to consumer giants and gig-economy disruptors, we break down the surprises, trends, and signals that move markets.
Stay tuned here for the latest reports, charts, and key takeaways behind quarterly earnings.
AI darling CoreWeave drops 10% after data-center delay leads to weak full-year guidance
Uber, Lyft, and DoorDash say self-driving tech is the future — and they’ll need to spend big to make it happen
DoorDash’s plans to spend big on tech upgrades and delivery robots in 2026 are spooking Wall Street
Thomson Reuters wants to be the AI platform for lawyers. Can it pass the ChatGPT test?
Uber is offering AI gigs for PhDs as it becomes a ‘platform for work,’ CEO Dara Khosrowshahi says
Morgan Stanley says 2 stats from earnings season paint a bullish picture for stocks next year
Palantir CEO Alex Karp calls his company the first to be ‘completely anti-woke’
Warren Buffett’s Berkshire Hathaway cashed in another $6 billion worth of stocks in his penultimate quarter as CEO
Apple earnings recap: Stock rises 5% on earnings beat but China revenue declines
Amazon Q3 earnings recap: 20% AWS cloud sales growth and earnings beat drive stock surge
‘Compute’ 22, ‘metaverse’ 0: The words Meta execs did and didn’t say on its earnings call
Slop bowl stocks are tanking after Chipotle’s outlook warning spurs worst day in 13 years
The big question looming over Amazon’s earnings
Investors are growing skeptical of colossal AI-spending plans by tech giants like Meta and Microsoft
5 of the biggest takeaways from Meta’s Q3 earnings call
Mark Zuckerberg fielded lots of investor questions about where the billions Meta is spending on AI is going
Starbucks’ turnaround effort is making gains thanks to protein
Meta earnings recap: Stock tumbles 9% after big tax charge and plans to spend even more on AI
ServiceNow CEO says AI is reorienting the global economy
Amazon earnings preview: Wall Street zeroes in on AWS and AI investments ahead of Q3 report
UPS CEO Carol Tomé says your package might be held up because you filled out the customs declaration wrong
UPS cut more jobs than expected this year, shrinking its operational workforce by 34,000 with layoffs and buyouts
PwC’s growth stutters as it cuts head count and falls behind its Big Four rivals
Big Tech earnings are almost here. These are the biggest storylines worth watching.
Tesla earnings showed the company needs Elon Musk’s full attention as it pivots to AI
5 big takeaways from Tesla’s Q3 earnings call — including fiery words from Musk over $1 trillion pay package
Tesla earnings recap: Musk talks up future products after stock falls on profit miss
Tesla Q3 preview: All eyes are on robotaxis and AI updates as investors head toward earnings
Coca-Cola’s CEO explains why its $5 billion bet on a coffee chain hasn’t worked out as planned
The stock market just got its first signal from earnings that the AI trade is still booming
Big Four giant EY is all in on AI — and it’s paying off
Wall Street banks’ blockbuster quarter gives dealmakers hope for a ‘golden age’ of investment banking
As the government shutdown drags on, company earnings may give a clue about how the economy is faring
Banks are thermometers for the economy. Here are 3 things to watch when they report earnings.
Goldman says these 20 overlooked stocks are poised to spike this coming earnings season
Nike’s CEO breaks down where its comeback plan is taking root — and where it still has work to do
How Trump’s quarterly earnings shake-up could disrupt the white-collar ecosystem
Here’s what market pros think about Trump’s idea to end quarterly reporting for companies
Everybody’s talking about AI, but Goldman Sachs says it’s still not showing up in companies’ bottom lines
