财务业绩 - 公司报告了一个强劲的季度 在营收和每股收益方面均超出预期 其中营收表现最为重要 [1] - 公司提高了对全年的业绩指引 [1] 商业业务 - 美国商业业务在已经非常高的水平上继续加速增长 [1]

市场整体表现 - 美国股市在2025年11月4日周二午盘出现回落，主要指数下跌，投资者正在消化企业财报、即将公布的经济数据以及对科技股的谨慎情绪[1] - 标普500指数在早盘交易中下跌约0.7%，午盘时跌幅扩大至约1.3%[2] - 道琼斯工业平均指数早盘下跌约0.4%，午盘进一步下跌0.9%[2] - 纳斯达克综合指数跌幅最大，早盘下跌0.9%，午盘跌幅扩大至1.5%[2] - 市场情绪转变归因于获利了结以及对美联储年底前进一步降息可能性的疑虑[2] 科技行业 - 科技板块面临压力，成为市场下跌的主要驱动力[2] - 数据分析公司Palantir Technologies股价在午盘交易中暴跌8%至10%，尽管其三季度业绩超预期并上调了全年营收指引，下跌原因包括获利了结、高估值以及对2026年缺乏清晰可见度[6] - 英伟达股价下跌1.7%至2.8%[6] - 微软股价下跌0.7%[6] 汽车与消费 discretionary 行业 - 电动汽车巨头特斯拉股价下跌2.7%，因挪威主权财富基金宣布计划投票反对首席执行官埃隆·马斯克价值高达1万亿美元的薪酬方案[7] - 豪华汽车制造商法拉利公布2025年第三季度强劲业绩，净营收同比增长7.4%，稀释后每股收益达2.14欧元，尽管出货量持平[9] - 挪威邮轮公司股价下跌11%，因其公布的财报和业绩指引好坏参半[7] 企业财报与个股表现 - 动物保健公司Zoetis股价暴跌13%，因下调了全年销售预测[8] - IDEXX Laboratories股价大涨14.8%，因其第三季度盈利超出市场预期[8] - 安森美半导体股价上涨0.8%，因其第三季度每股收益超预期[8] - Spirit AeroSystems Holdings股价下跌0.6%，因其第三季度亏损超出预期[9] - Information Services Group股价跃升10.2%，因其第三季度盈利超预期[9] - 投资者本周重点关注AMD、Shopify、Arista Networks、优步、安进、伊顿公司、辉瑞和Spotify等公司的财报[10] 关键经济事件 - 2025年11月4日市场关注美国JOLTS职位空缺数据、国际贸易及工厂订单报告以及澳大利亚联储利率决议[3] - 11月5日美国经济日历包括ISM服务业商业活动指数和ADP就业变化报告，后者因美国政府持续停摆可能延迟官方就业数据发布而成为关键指标[4] - 本周晚些时候英国央行将公布利率决定，市场参与者还将关注11月13日发布的剔除食品和能源的CPI数据以及11月19日发布的FOMC会议纪要[4]

公司高管言论 - 公司高管Alex Karp称著名投资者Michael Burry“非常疯狂” [1] 投资者背景 - Michael Burry因准确预测某些市场事件而广为人知 [1]

Stock Market News From Nov. 4, 2025: Nasdaq Falls as Big Tech Leads Market Lower Last Updated: 7 hours ago The Stock Market Is Recovering After Cautious Headlines Sparked AI Selling By Connor Smith CONCLUDED With the Nasdaq Composite already sitting on huge AI-fueled gains, it doesn't take much to spark a bit of profit taking. Don't expect that to change anytime soon. The tech-heavy index was down 1.3% on Tuesday, though it rallied off its lows from earlier in the session. The Dow cut its decline to 181 poi ...

Jonathan Raa / NurPhoto via Getty Images Palantir shares sank even though the AI software company posted record quarterly results that blew past analysts' estimates and raised its full-year revenue outlook for the third straight quarter Key Takeaways Major U.S. equities indexes were lower at midday Tuesday, with Palantir Technologies leading tech stocks lower. Palantir's stock sank amid some worries that it's overvalued, even though the AI software company posted better-than-expected quarterly results. ...

Shares in two closely watched AI-adjacent companies, Nvidia Corporation and Palantir Technologies, are falling this morning. Currently, Nvidia shares are down more than 2.2% and Palantir shares are down more than 6%. Most Read from Fast Company The share price drops of two of the most prominent AI companies come as investors seem increasingly worried that the AI boom is starting to look more like an AI bubble, reminiscent of the dotcom bubble of the late ’90s and early 2000s. In part due to these concer ...

Storied investor Michael Burry has talked the AI-bubble talk, and now he’s walking the walk. Burry, made famous in the 2015 film The Big Short for his prescience on the 2008 housing market collapse, disclosed some cynical bets against tech giants Nvidia and Palantir amid concerns of AI company valuations swelling beyond their true worth. Scion Asset Management, Burry’s hedge fund, bought more than $1 billion in put options on the two tech companies, according to regulatory filings released on Monday for ...

And then Palunteer falling despite a solid report. Earnings and revenue coming in better. The company raising its current quarter and fullear revenue guidance.For more on Palunteer's move now down about 7 and a half%. Let's bring in Sema Modi. Sema and the CEO had something to say about it as well.>> He he sure did. Sarah Palunt CEO Alex Karp joining CNBC in the last hour and address the stock reaction despite a very upbeat fourth quarter outlook. And he also had a strong message for short sellers, calling ...

Palantir Technologies Inc. (PLTR) reported $1.18 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 62.8%. EPS of $0.21 for the same period compares to $0.10 a year ago.The reported revenue represents a surprise of +8.06% over the Zacks Consensus Estimate of $1.09 billion. With the consensus EPS estimate being $0.17, the EPS surprise was +23.53%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expecta ...

美股科技股整体表现 - 美股大型科技股全线大跌，特斯拉和英伟达股价跌幅均超过2%，甲骨文、英特尔、谷歌、微软、亚马逊等公司股价也跟随下跌 [1] - 纳斯达克中国金龙指数盘初下跌1.11%，哔哩哔哩、蔚来、小鹏汽车、阿里巴巴、京东、理想汽车等热门中概股集体走低 [5] 重点公司股价变动 - 特斯拉股价最新报458.458美元，下跌9.912美元，跌幅为2.12%，当日开盘价为454.370美元，最高触及460.220美元，最低下探至447.6美元 [2] - 英伟达股价最新报202.356美元，下跌4.524美元，跌幅为2.19%，当日开盘价为202.945美元，最高触及203.970美元，最低下探至200.9美元 [3] - AI概念股Palantir股价盘初一度暴跌超10%，最新报192.860美元，下跌14.320美元，跌幅为6.91%，盘前交易中已下跌7.38% [4] 市场情绪与驱动因素 - 市场抛售的导火索是AI概念股Palantir股价大跌，尽管该公司公布了创纪录营收并上调全年业绩预期，但投资者选择获利了结 [4] - Palantir的表现加剧了市场对科技股估值过高的担忧，反映出投资者开始重新审视科技板块的估值水平 [4] 其他资产类别表现 - 现货黄金加速下跌，跌破3940美元/盎司，日内跌幅扩大至1.63% [5] - 现货白银价格下跌超过2%，报47.016美元/盎司 [5] - 贵金属期货主力合约短线下挫，沪金跌幅达1.57%，报904.74元/克，沪银跌超2%，报11113元/千克 [5] - 比特币价格跌至102979美元，过去24小时内下跌4.45% [6] - 以太坊价格跌至3475.39美元，过去24小时内下跌6.69% [6]