The Transcript

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Every week we pull the best quotes from earnings calls — CapEx, AI, margins, the key lines that actually move stocks — so you don't have to sit through 60+ minutes of earnings calls.

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$NVDA: "The NVIDIA Board is initiating an independent investigation in light of recent reporting that founder and CEO Jensen Huang has been the target of a foreign intelligence effort. A committee of independent directors, assisted by outside independent counsel, will oversee the investigation. "

$GEV GE Vernova CEO: Electrification backlog has expanded dramatically since 2022

"Today, we have a $46 billion backlog, which, again, to remind everyone, was $7 billion at the start of '22."

$SLB CEO: Venezuela's oilfield recovery could drive multifold SLB revenue growth in 2027

"Our revenue in Venezuela is on track to more than double this year with strong momentum among U.S. and European E&Ps supporting the potential for multifold growth in 2027."

$V CEO: Visa's stablecoin settlement business reached a $25B annualized run rate, expanding tenfold YoY across ten supported blockchains.

"In stablecoin settlement, our run rate has surpassed $25 billion in annualized volume, up 10x year-over-year. We can now support 10 blockchains, more than doubling from last year and are operating in all 5 regions."