November 1, 2025

finance  
Amazon $180B Revenue, Google Gemini Integration, Apple Services $100B

Amazon's third-quarter financial results have significantly boosted investor confidence, with the company's revenue surpassing $180.2 billion and its stock surging by as much as 14% in after-hours trading. This strong performance is largely attributed to accelerated growth in Amazon Web Services (AWS), its cloud computing division, which is experiencing its fastest pace of growth since 2022, fueled by increasing demand for artificial intelligence. CEO Andy Jassy expressed optimism about continued AI momentum and core infrastructure growth, signaling increased capital expenditure for the upcoming year, with a forecast of $125 billion. Despite recent workforce reductions, Amazon's core online stores and advertising businesses also showed positive growth. Meanwhile, Google reported its first $100 billion quarter, with revenue climbing 15% to $86.3 billion, driven by Google Cloud and YouTube ads, and highlighted the integration of its Gemini AI model across products to enhance user productivity. Apple also exceeded revenue and EPS estimates, though sales in China saw a decrease; the company's Services business surpassed $100 billion in annual revenue for the first time, and it plans to increase capital expenditures, citing growing AI investments. In the AI startup landscape, Perplexity AI is experiencing massive investor demand, with valuations ranging from $14 billion to $50 billion, while Polygraf AI secured $9.5 million for secure AI solutions, and Blazpay's AI crypto presale raised $1 million. Separately, a survey suggests that while AI adoption is focused on productivity, job cuts are anticipated in customer support, administrative, and IT roles.

Key Takeaways

  • Amazon's Q3 revenue reached $180.2 billion, exceeding estimates, with its stock surging up to 14% due to strong AWS cloud growth driven by AI demand.
  • Amazon Web Services (AWS) experienced its fastest revenue growth since 2022, with a 20.2% increase year-over-year.
  • Amazon forecasts increased capital expenditure for the upcoming year, raising its forecast to $125 billion.
  • Google reported its first $100 billion quarter, with revenue up 15% to $86.3 billion, driven by Google Cloud and YouTube ads, and integrated its Gemini AI model.
  • Apple's Services business surpassed $100 billion in annual revenue for the first time, while its overall Q4 earnings beat expectations despite a dip in China revenue.
  • AI search engine startup Perplexity AI is seeing significant investor interest, with valuations ranging from $14 billion to $50 billion.
  • Polygraf AI secured $9.5 million in funding to expand its secure AI solutions using Small Language Models (SLMs).
  • Blazpay's AI crypto presale successfully raised $1 million, emphasizing audited security for its ecosystem.
  • A Goldman Sachs survey indicates that AI adoption, while boosting productivity, may lead to job cuts, particularly in customer support and administrative roles.
  • Tempus AI, focused on AI in healthcare, has seen its stock price increase by over 150% this year.

Amazon's revenue beats estimates after layoffs, stock surges

Amazon announced strong third-quarter financial results, exceeding Wall Street expectations despite recent layoffs. CEO Andy Jassy stated the workforce reduction was due to company culture and layers of management, not finances or AI. The company's cloud division, Amazon Web Services (AWS), saw significant sales growth, and overall revenue reached $180.2 billion. Amazon's stock increased by 14% in after-hours trading following the positive report.

Amazon shares jump as AI demand boosts cloud revenue

Amazon's stock surged 14% in after-market trading as its cloud revenue, driven by AI demand, grew at its fastest pace in nearly three years. CEO Andy Jassy expressed optimism about continued growth in AI and core infrastructure. The company projected increased capital spending for the upcoming year. Despite previous concerns about falling behind in AI development, Amazon's strong AWS performance has reassured investors.

Amazon stock climbs 13% on strong cloud growth and AI momentum

Amazon reported better-than-expected profit and sales for the third quarter, largely due to its rapidly growing cloud computing business. CEO Andy Jassy highlighted that Amazon Web Services (AWS) is experiencing growth not seen since 2022, fueled by artificial intelligence. The company's stock price rose 13.2% in after-hours trading. Jassy also mentioned ongoing innovations in warehouse automation and AI tools to improve efficiency and safety.

Amazon stock jumps 12% after strong Q3 earnings and higher spending forecast

Amazon's stock rose 12% following its third-quarter earnings report, which surpassed estimates. The company's cloud division, Amazon Web Services (AWS), saw a 20% revenue increase year-over-year, contributing significantly to overall profit. Amazon also raised its capital expenditure forecast for the year to $125 billion, signaling increased investment. Despite recent layoffs, the company's core online stores and advertising businesses also showed growth.

Apple earnings beat expectations, but China revenue falls

Apple announced its fiscal fourth-quarter earnings, exceeding revenue and earnings per share (EPS) estimates. However, sales in China decreased compared to the previous year. The iPhone generated strong revenue but slightly missed Wall Street's expectations. Apple plans to increase capital expenditures, driven by growing AI investments, and expects China revenue to rebound in the holiday quarter.

Amazon shares surge 11% on record cloud growth

Amazon's shares soared 11% to a new record high following its announcement of the fastest cloud-computing growth since 2022. Revenue in its cloud unit increased by 20.2%, surpassing Wall Street estimates. CEO Andy Jassy highlighted strong demand in AI and core infrastructure, with plans to expand data-center capacity. The company also raised its capital expenditure forecast for 2025 to $125 billion.

Perplexity AI valuation soars amid intense investor demand

AI search engine startup Perplexity has experienced massive investor demand, receiving funding offers at valuations ranging from $14 billion to $50 billion in just a few months. This rapid growth has led some investors to worry about a potential AI bubble. Perplexity is reportedly raising new funding rounds frequently, with significant interest from both primary and secondary markets. The company, three years old, was already generating over $150 million in annual recurring revenue by mid-2025.

Apple's Services revenue hits $100 billion, overshadowing AI hype

Apple's Services business has surpassed $100 billion in annual revenue for the first time, demonstrating its consistent profitability and growth. While the company is increasingly discussing artificial intelligence (AI), its Services segment, including the App Store and subscriptions, remains a major financial driver. Hardware sales still account for the majority of Apple's revenue, but Services offer predictable, high-margin income that fuels overall growth.

Amazon's Q3 results show cloud growth boosted by AI

Amazon reported better-than-expected third-quarter financial results, with accelerating growth in its cloud division significantly contributing to the success. The company's investments in artificial intelligence (AI) are driving renewed momentum across its online retail and subscription services. Amazon forecasts record revenue for the fourth quarter, indicating a strong rebound.

AI adoption may lead to job cuts despite focus on productivity

A survey by Goldman Sachs indicates that while companies are primarily using artificial intelligence (AI) to boost productivity and revenue, job cuts are expected to follow. Bankers surveyed anticipate a 4% reduction in headcount over the next year, potentially rising to 11% within three years. Customer support, administrative, and IT roles are identified as most at risk for AI-driven job reductions.

Polygraf AI secures $9.5M for secure AI solutions

Polygraf AI has closed a $9.5 million funding round to expand its secure AI solutions. The company utilizes proprietary Small Language Models (SLMs) to protect data and ensure the integrity of AI-driven decisions and content. Polygraf AI focuses on on-premise deployment, offering enhanced security and compliance for sensitive industries like defense, finance, and healthcare. This funding will help scale their Managed Services Providers (MSP) and System Integrators (SI) base.

Google's AI integration drives strong revenue growth

Alphabet announced its first $100 billion quarter, with revenue jumping 15% to $86.3 billion, driven by strong performance in Google Cloud and YouTube ads. CEO Sundar Pichai highlighted the integration of AI, including the Gemini model, across Google's products to augment user productivity and creativity. The company believes AI will enhance user interaction and create new growth opportunities, countering concerns about cannibalizing its core search advertising business.

Tempus AI stock surges over 150% this year

Tempus AI, a company focused on AI in healthcare, has seen its stock price increase by over 150% this year. Despite recent corrections, the company has attracted significant investors like Ark Invest and Nancy Pelosi. Tempus AI is recognized for its applied AI innovations in precision medicine, with strong adoption and strategic partnerships driving its growth. The company has also raised its full-year guidance following a solid second quarter.

Blazpay AI crypto presale raises $1M with audited security

Blazpay's AI crypto presale has successfully raised $1 million, boosted by audited security measures that ensure the integrity of its smart contracts and transactions. The platform offers a comprehensive AI ecosystem, including conversational AI, unified services, multichain integration, and perpetual trading. With Phase 3 nearing completion, Blazpay provides investors with discounted entry and potential for significant gains, positioning itself as a secure and promising investment in the AI crypto space.

Sources

Amazon AWS Cloud Computing Artificial Intelligence AI Revenue Stock Market Layoffs Financial Results Apple Google Perplexity AI Polygraf AI Tempus AI Blazpay AI Cybersecurity Healthcare AI Crypto Productivity Job Cuts Capital Expenditure