Key Takeaways Palantir and NVIDIA knocked it out of the park this earnings cycle. Huge growth was delivered, with demand remaining red-hot. Demand will remain strong for years.The 2025 Q3 earnings cycle continues to chug along, with the vast majority of S&P 500 companies already delivering results. The period has so far been one of resilience, with overall growth remaining strong and an above-average number of companies exceeding quarterly expectations.So far, several companies closely involved in the AI fr ...