Jack of All Trades

Uber hit $59.8B in gross bookings with 4.1 billion trips. Airbnb posted 51% EBITDA margins and authorized a $12B buyback. Reddit turned profitable with $895M in revenue, up 53%.

Google Cloud crossed $30.7B, doubling year-over-year. Meta’s AI ad engine drove 26% revenue growth on 3.64B daily users. PayPal raised guidance and bought back $1.5B in shares.

AWS hit $46B at +39%, Amazon’s highest-ever operating margin of 13.9%. AMD data center reached a record $8.5B, nearly doubling year-over-year. Eaton beat on data center power demand, raising guidance. Arista crushed its own guide at $3.66B and set a 2027 target of $18.5B.

Apple’s September quarter sets an all-time revenue record at $114.5B with iPhone surging 17% and Services hitting a new ATH. Palantir crosses a historic threshold: US commercial revenue overtakes government for the first time.

Meta’s AI ad engine reached $64.6B as Muse frontier model launches. Merck beats with Winrevair up 94%. Caterpillar Energy segment surges 17%. Starbucks delivers first North America comp gain in nearly two years.

Amazon’s AWS hit 39% growth — fastest in five years. Eli Lilly raised guidance to $91-92B as Mounjaro reached $10.7B. Intel’s data center surged 78% but a brutal Q4 guide sent shares down 16%. Mastercard launched Agent Pay.

Microsoft and Alphabet both reported, with Azure surging 48% to power a $92.3B quarter and Google Cloud doubling to $30.7B on Gemini’s one billion users. Celestica guided to $40B in 2027 revenue as AI infrastructure manufacturing entered supercycle phase.

Amphenol posted record $10.2 billion revenue as AI connector demand nearly doubled its data center segment. Visa processed 74.2 billion transactions with cross-border volume up 14%. Coca-Cola raised full-year EPS guidance to at least 11%.

American Express raised full-year guidance as premium card fees surged 17%. SLB hit a $10B quarterly revenue run rate while its data center business crossed $1B. Infosys won $5.2B in AI deals but cut growth guidance.

Lockheed Martin backlog hit $292B at 4× book-to-bill as defense demand turns permanent. Honeywell’s industrial AI pivot drove 34% EPS growth post-spin. Spotify crossed 788M users with record gross margins.