Apple, Microsoft, Meta, and Google have all reported, but in a market priced for perfection, “good” might not be good enough.
Which company can stay in the AI race the longest? None of these companies can keep up this huge spending on AI forever. David highlights the Mag 7 stock that will not last because – and here’s the surprise – it lacks the profits to keep up with the high spending of its competitors. We see that truth in the cash flows and the steady selling of stock.
Otherwise, the companies that find a way to profit first and the most from AI will be the winners. Let’s see what the data says.
Add in results from Eli Lilly, Visa, Mastercard, and Palantir, and you’ve got a complete read on corporate strength across tech, healthcare, and finance.
We hosted our latest Earnings Watch Party of 3Q25 earnings season to focus on the fundamentals and determine if any of these names provide quality risk/reward after earnings. In the session, we discussed:
- which companies are still executing at a level that justifies their valuation,
- where valuations have gone too far, and
- where profits, and risks, are showing up across the market.
Every earnings season brings hype. We bring the facts—live, in real time.
In this Earnings Watch party we covered: Apple, (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), Meta (META), Eli Lilly (LLY), Visa (V), Mastercard (MA), Palantir (PLTR), and more.
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This article was originally published on October 31, 2025.
Disclosure: David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, style, or theme.
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