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“Net income attributable to Chevron Corporation for third quarter 2026 was $9.9 billion ($5.06 per share — diluted), compared with $3.5 billion ($1.82 per share — diluted) in third quarter 2025. The net income attributable to Chevron Corporation for the first nine months of 2026 was $24.2 billion ($12.26 per share —diluted), compared with $9.5 billion ($5.27 per share — diluted) in the first nine months of 2025.”
HIGH confidenceUpdated Nov 6, 12:00 AM UTC
“Revenues for the three months ended September 30, 2026 increased by $151.2 million, or 127.5%, compared to the three months ended September 30, 2025. The increase was primarily driven by:”
HIGH confidenceUpdated Nov 6, 12:00 AM UTC
“At its Investor Day, Oracle described how its unique portfolio positioning across cloud infrastructure, database and applications is expected to drive total revenue growth of more than 35% CAGR from FY26 through FY30, reaching total revenue of $225 billion or more in FY30.”
MEDIUM confidenceUpdated Oct 29, 12:01 AM UTC
“here's the number for this week. 830%. That's how fast SpaceX's business grew in just one year. AI, not rockets, is now SpaceX's largest business.”
MEDIUM confidenceUpdated Oct 23, 08:17 PM UTC
“At the event, Meta and NVIDIA announced that Meta is adopting NVIDIA Spectrum-6 102.4Tb/s Ethernet switches to build larger, higher-performance NVIDIA Vera Rubin AI factories on open networking.”
MEDIUM confidenceUpdated Oct 12, 04:41 PM UTC
“Based on information currently available, Blackstone preliminarily expects to record total Realized Performance Revenues and total Realized Principal Investment Income for such period in excess of $350 million, comprised of approximately 90% Realized Performance Revenues.”
MEDIUM confidenceUpdated Sep 23, 02:11 AM UTC
“And then they switched over to to our diffusion based LLMs because they can essentially get the same speed as what you would get if you were to run an auto reggressive model on custom hardware. If you have a diffusion based LLM that it's built to be parallel, it's accelerating at the software level, then you can get the same speed on Nvidia GPUs, uh, which means much more, um, availability.”
SourceNo Priors18:17–18:44 MEDIUM confidenceUpdated Sep 18, 10:15 AM UTC
“Gold remains the longest-established hedge against monetary debasement.”
MEDIUM confidenceUpdated Sep 15, 03:54 AM UTC
“>> provided that there actually is such a thing as a US company owning a market in China. >> This is not how it works. I mean, I think that's probably the thesis that Tesla had as well before they realized that BYD was just going to >> copy all their best stuff [clears throat] and cut the price.”
LOW confidenceUpdated Sep 15, 02:54 AM UTC
“The other companies that have uh leading edge processes like TSMC and Samsung have been like getting attention from the government to try to get them to build domestic fabs in the United States, but the incentive structure for those is totally wrecked. Like, it's not clear why they would build any of these fabs.”
MEDIUM confidenceUpdated Sep 15, 02:54 AM UTC
“All 1,137 patients had advanced skin cancer removed by surgery first. Two-thirds then got the custom shot plus Keytruda, a widely used cancer drug, and a third got Keytruda alone. Patients who received Moderna’s custom treatment with Keytruda went longer without their cancer returning or spreading than patients who received Keytruda alone. Moderna shares closed Wednesday 177% higher , their largest one-day gain on record.”
HIGH confidenceUpdated Sep 15, 02:54 AM UTC
“In the case of silver, we think it's a huge opportunity because silver has been in primary deficit now for several years. There are very few silver [snorts] only mines in the world. Generally you produce gold, you get some silver or you produce copper, you get some silver. But silver is also a key component in solar energy and that is booming.”
SourceForward Guidance28:28–28:54 MEDIUM confidenceUpdated Sep 15, 02:54 AM UTC
“So the best businesses—I’ve said this at the beginning—like Apple. It’s like well, who’s actually doing all of the stuff? It’s like Foxconn. Like, here’s this beautiful business that has all the numbers are going correct, but it’s because I can squeeze my suppliers in this way. Now I’m not gonna think about that supplier. It’s kind of like throwing your rubbish somewhere else and you’re like, that’s in China or that’s over there.”
MEDIUM confidenceUpdated Aug 27, 05:48 PM UTC
“Microsoft Cloud revenue was $59.3 billion and increased 27%, and commercial remaining performance obligation increased 84% to $678 billion.”
HIGH confidenceUpdated Aug 27, 10:30 AM UTC
““Our second quarter results were defined by a significant re-acceleration in our growth profile and the continued expanding reach of our platform,” said Yemi Okupe, Chief Financial Officer. “Domestic revenue growth accelerated to 16% year-over-year, and our international business grew more than 17-fold, strengthened by the close of our Eucalyptus acquisition in June.”
HIGH confidenceUpdated Aug 27, 10:30 AM UTC
“AWS net sales increased 37%—its fastest growth in 18 quarters—to a $169 billion annualized revenue run rate”
HIGH confidenceUpdated Aug 27, 10:30 AM UTC
“Bloom Energy Reports Record Second Quarter 2026 Financial Results and Raises Full Year 2026 Guidance”
HIGH confidenceUpdated Aug 27, 10:30 AM UTC
““Looking ahead, our trajectory continues to accelerate as AI demand drives our Q1 revenue guidance midpoint to $1.25 billion, reaching our target model more than a quarter ahead of schedule.””
HIGH confidenceUpdated Aug 27, 10:30 AM UTC
“"Q2 was the best quarter in CrowdStrike's history," said George Kurtz, CrowdStrike’s Founder and Chief Executive Officer. "Delivering record Falcon Flex results, record net new ARR, and accelerating growth—the Falcon is soaring. We're raising our full year fiscal 2027 net new ARR growth outlook by 630 basis points.”
HIGH confidenceUpdated Aug 27, 08:50 AM UTC
“Um the government has made this big bet on Intel uh taking an equity position in the company to try to get them to the point where they can be not only a manufacturer of their own chips but also as a merchant supplier of uh chips to to other people. Uh their yield rates are still really low.”
MEDIUM confidenceUpdated Aug 27, 02:44 AM UTC
“So TSMC raising prices very slowly, but memory companies raising prices very quickly.”
SourceDwarkesh Podcast26:52–27:00 MEDIUM confidenceUpdated Aug 26, 07:47 AM UTC
