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Source document· December 3, 2025

Earnings live: Salesforce stock rises on upbeat guidance, Snowflake tumbles, American Eagle surges

View original at finance.yahoo.com
Earnings live: Salesforce stock rises on upbeat guidance, Snowflake tumbles, American Eagle surges The third quarter earnings season is winding down, and only a handful of major companies have yet to report results…
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  • Companies reporting earnings below expectations saw stock decrease 5% on average, well below five-year average decrease of 2.6%

    80% confidence
  • Enterprises want AI that can work within secure, trusted data environments without compromise. Partnership brings Claude directly into Snowflake where data already lives.

    80% confidence
  • Analysts expected 7.9% jump in earnings per share in Q3 as of Sept. 30

    80% confidence
  • 95% of S&P 500 companies have reported Q3 earnings as of Nov. 21, and analysts expect 13.4% jump in earnings per share during third quarter

    80% confidence
  • S&P 500 companies with earnings beats saw stock price increase average 0.4% in four-day period around earnings release, less than five-year average of 0.9%

    80% confidence
  • 3 million more households are now part of Dollar Tree customer base compared to last year, with high-income consumers (>$100k/year) making up majority of new customers

    80% confidence
  • Achieved three years of consecutive quarterly sales growth with record Q3 net sales up 7%. Hollister grew 16% on strong back-to-school and fall transition. Abercrombie made sequential progress, aiming for Q4 brand sales approximately flat to last year's record.

    80% confidence
  • If 13.4% earnings growth holds, it would mark fourth straight quarter of double-digit earnings growth and acceleration from 12% in Q2

    80% confidence
  • Celestial AI acquisition further strengthens Marvell's position at forefront of fastest-growing opportunities in AI datacenter infrastructure

    80% confidence
  • Q3 sales were strongest in 13 quarters, reflecting acceleration of Bold New Chapter strategy and demonstrating enterprise-wide changes are resonating with customers

    80% confidence
  • 83% of S&P 500 earnings surprises were to the upside in Q3 2025

    80% confidence
  • All consumers are seeking value, marrying value-seeking behavior with convenience and discovery is where Dollar Tree thrives

    80% confidence
  • Strong momentum continued into Q4 with record-breaking Thanksgiving weekend led by acceleration in demand across brands and channels

    80% confidence
  • Q2 results are strongest in Credo's history, reflecting continued build-out of world's largest AI training and inference clusters. AI clusters now measured in hundreds of thousands of GPUs, soon millions.

    80% confidence
  • Strong momentum driven by all-around competitiveness of NIO, ONVO, and FIREFLY brand offerings. Expect Q4 deliveries of 120,000-125,000 units, up 65.1%-72.0% YoY, setting new quarterly record.

    80% confidence
  • Q3 was exceptional quarter. Existing customers expanding and net-new customer additions continue showing strength. Companies choosing MongoDB for unified data platform powering mission-critical workloads and AI platform shift.

    80% confidence
  • Street is underestimating growth potential for CrowdStrike as second/third derivative beneficiary of AI Revolution. CrowdStrike is AI-powered cybersecurity businesses increasingly can't live without.

    80% confidence

Data points we hold from this source

Salesforce · revenue10.27 billion_USD
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What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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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.
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Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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