AI Company Earnings Update: NVIDIA and Palantir Insights

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NVIDIA Corporation (NVDA) reported record Q3 earnings for 2025, with sales of $57 billion, a 62% increase year-over-year, and an earnings per share jump of 67%. Data Center revenue reached $51.2 billion, growing 66% from the previous year and exceeding the consensus estimate of $49.1 billion.

Palantir Technologies Inc. (PLTR) also set records with quarterly sales of $1.2 billion, a 63% increase year-over-year. The company secured over 200 deals worth at least $1 million each, totaling a record $2.8 billion in Total Contract Value (TCV), which is a 340% rise from the same period last year. Palantir anticipates a 61% revenue growth in Q4, marking its highest sequential quarterly growth guide in history.

Both companies showed strong performance during the earnings cycle, reflecting ongoing resilience in the market, particularly in AI sectors.

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