Focusing on Q4 2025 U.S. Stock Earnings Reports If you enjoy delving into earnings reports (and who doesn't!), this week is a treat for you. Tech companies are releasing their financial results in such a dense flurry that it's almost hard to keep up. I'm not joking—couldn't these tech executives have staggered their release dates a bit? The most significant earnings reports this week arrive on Wednesday, with Alphabet, Google's parent company, set to announce, alongside Uber, Snap, Qualcomm, and Arm. Thursday will feature Amazon, Reddit, and others. Incidentally, no companies report on Friday, so if you want your earnings to grab more attention, Friday is the perfect choice!

Mondays typically see few earnings releases, but Palantir has chosen this day to report, making its results and the subsequent analyst call particularly noteworthy. On one hand, the company's CEO, Alexander Karp, is known for his witty and consistently outspoken commentary, making his remarks highly engaging; on the other hand, Palantir, an enterprise software firm, has experienced a "mid-career explosion" over the past year or two. Serving clients ranging from governments (including U.S. Immigration and Customs Enforcement, a partnership that has sparked controversy in some circles) and military agencies to various corporations, Palantir maintained a steady 30% average annual revenue growth from 2019 to 2024, with its business scale surging in 2025. Data from S&P Global Market Intelligence shows analysts project the company's Q4 2025 revenue will soar 62% year-over-year, with net profit skyrocketing nearly 500%. (As a side note, Walt Disney Company also reports on Monday, and updates on its streaming business, among other things, warrant close attention.)

However, more investors will be eagerly awaiting the future investment plans from two AI investment giants—Alphabet and Amazon. Buoyed by technological breakthroughs in its Gemini AI model, Alphabet has recently enjoyed strong momentum, significantly boosting its enterprise sales and increasing the popularity of its consumer-facing chatbot. Google's cash cow, search advertising revenue, continues its robust growth, posting a 14.5% year-over-year increase last quarter, although it hasn't matched the over 20% growth of Meta Platforms' Facebook social media ads. We will be watching closely for any changes in this growth rate, especially as Google begins integrating ads into some AI-enhanced search results. Google Cloud will also be a key focus, as its revenue growth accelerated to 33.5% in the third quarter.

As for Amazon, its cloud services division, Amazon Web Services (AWS), will once again be central to the earnings report. The division's revenue growth improved to 20% last quarter, up from 17% in the previous two quarters, reassuring investors who had been concerned about its trajectory. Since then, however, Amazon's stock has lacked upward momentum, suggesting Wall Street remains somewhat skeptical about the company's prospects in the new AI-driven era. Amazon's e-commerce business continues its steady development, albeit at a more moderate growth pace now. Perhaps the most critical aspect to watch will be how CEO Andy Jassy outlines Amazon's strategy for AI partnerships—for instance, whether the company might collaborate with OpenAI, a topic of recent market speculation.

Here are the key analyst expectations for this week's major tech earnings, provided by S&P Global Market Intelligence: Palantir (Reports Monday) Revenue: $1.341 billion, up 62% YoY EPS: $0.18, up 500% YoY Uber (Reports Wednesday) Revenue: $14.3 billion, up 20% YoY EPS: $0.78, down 76% YoY Snap (Reports Wednesday) Revenue: $1.699 billion, up 9% YoY EPS: Loss of $0.03 (compared to a profit of $0.01 a year ago) Alphabet (Reports Wednesday) Revenue: $111.45 billion, up 16% YoY EPS: $2.64, up 23% YoY Amazon (Reports Thursday) Revenue: $211.172 billion, up 12.4% YoY EPS: $1.95, up 4.8% YoY Reddit (Reports Thursday) Revenue: $66.716 billion, up 56% YoY EPS: $0.93, up 158% YoY

Other Notable News NVIDIA CEO Jensen Huang told reporters in Taiwan on Saturday that the AI chip design giant "will make a massive investment in OpenAI, which is likely to become our largest investment ever." These remarks appear to corroborate a Wednesday report by The Information stating that OpenAI is planning to raise $100 billion with a pre-money valuation of $750 billion, and that NVIDIA is in talks to invest up to $30 billion.

A Friday report indicated that SpaceX's 2025 revenue is between $15 billion and $16 billion, with a net profit of approximately $8 billion.

Following Google's announcement of its "Project Chimera" tool, which allows customers to build virtual worlds, shares of game software developer Unity plummeted 24% on Friday. Other gaming-related companies, Take-Two and Roblox, saw their shares fall 8% and 13%, respectively.