https://gnosly.com/feed/earnings/Business Intelligence Console and Prediction Algorithms3553@MarcelLarsen_Marcel<p>It's not a perfect comparison. Google Cloud includes Workspace, and Azure doesn't include Microsoft 365. But the direction is clear. </p><p>If the gap keeps closing at anything like this pace, Google Cloud passes Azure in quarterly revenue sometime in 2027. </p>https://x.com/MarcelLarsen_/status/21155397531477526920.00202026-10-29T08:14:00.360382+00:002x.comearningsgooglemicrosofteconomy3415https://pbs.twimg.com/media/HVvoMCCXEAAyS_E?format=jpg&name=smallImage2026-10-29T08:14:01.225691+00:003552@zerohedgezerohedge<p>Source: zerohedge (X)</p>https://x.com/zerohedge/status/21155431583857340070.001035512026-10-29T07:52:19.437534+00:002x.comgoogleearningseconomy3414IMAGE/media/content/3552/20261028-G-earnings-1.png20261028-G-earnings-1.pngpng2026-10-29T07:54:23.985344+00:003551@zerohedgezerohedge<p>Source: zerohedge (X)</p>https://x.com/zerohedge/status/21155442037239441640.001035522026-10-29T07:52:18.324749+00:002x.comgoogleearningseconomy3412https://pbs.twimg.com/media/HVvsNMyWoAAFQ3X?format=jpg&name=smallImage2026-10-29T07:52:19.393268+00:003413https://pbs.twimg.com/media/HVvsPEnXcAAhj08?format=jpg&name=smallImage2026-10-29T07:52:19.417630+00:003549@sundarpichaiSundar Pichai<p>- AI investments are driving overall Search query growth, including commercial queries;</p><p>- Google Cloud revenue grew 103%, powered by extraordinary demand for our AI infrastructure and AI solutions. Our 1P model APIs now process nearly 32B tokens/min (up 40% QoQ). </p><p>- Strong momentum in model progress, with Argon and Carbon leading the frontier, and Genie 4 our most advanced new world model yet</p>https://x.com/sundarpichai/status/21155354551566420660.00202026-10-29T07:20:48.192188+00:002x.comearningsgoogleeconomy3409https://pbs.twimg.com/media/HVvkPCTb0AEuvhI?format=jpg&name=smallImage2026-10-29T07:20:49.153916+00:002470@ISABELNET_SAISABELNET<p>Source: ISABELNET (X)</p>https://x.com/ISABELNET_SA/status/21081178473188763750.00602026-10-08T15:17:45.703959+00:002x.comearningsspxussp5002283https://pbs.twimg.com/media/HUGJ8KZXMAAqzCt?format=jpg&name=smallImage2026-10-08T15:17:46.740194+00:002098@heresyfinancialJoseph Brown<p>Average annual earnings for US employees, priced in ounces of gold</p>https://x.com/heresyfinancial/status/21058885555705201470.00402026-10-02T06:12:54.597473+00:002x.comearningsusgold1902https://pbs.twimg.com/media/HTmeevIWkAAqGfj?format=jpg&name=smallImage2026-10-02T06:12:55.719915+00:002094@StocktwitsStocktwitsNIKE DOWN BIG AFTER REPORTING EARNINGShttps://x.com/Stocktwits/status/21057543716865680490.00402026-10-02T05:47:03.542445+00:002x.comearningsnikereporting1898https://pbs.twimg.com/media/HTkkUQJXUAA9Mr4?format=jpg&name=smallImage2026-10-02T05:47:03.957396+00:001451https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAThe gap between US earnings growth and the rest of the world has never been wider:Earnings of US companies have grown nearly +1,300% since 1990.By comparison, earnings of global companies excluding the US have risen +500% since 1990.In other words, US earnings growth has been 2.6 times larger than the rest of the world.This comes as global ex-US profit growth has remained roughly unchanged between 2008 and 2025.The US economy is in a league of its own.Source: The Kobeissi Letterhttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.004014522026-09-23T08:53:39.765252+00:001linkedin.comearningsuseconomy1275https://media.licdn.com/dms/image/v2/D4E22AQEHkJfYw2aTPQ/feedshare-shrink_480/B4EaDK3c6IHQAg-/0/1790109929382?e=1792022400&v=beta&t=90PqfXN4jgNSjt5R70HpwnRWAb6101Bf9o7lZzfolY4View image2026-09-23T08:53:40.171252+00:001350https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterThe gap between US earnings growth and the rest of the world has never been wider:Earnings of US companies have grown nearly +1,300% since 1990.By comparison, earnings of global companies excluding the US have risen +500% since 1990.In other words, US earnings growth has been 2.6 times larger than the rest of the world.This comes as global ex-US profit growth has remained roughly unchanged between 2008 and 2025.The US economy is in a league of its own.https://www.linkedin.com/feed/0.00602026-09-22T05:48:29.757499+00:001linkedin.comearningsglobaleconomy1182https://media.licdn.com/dms/image/v2/D4D22AQFvXCgMm_6ESg/feedshare-shrink_800/B4DaDGskqmJUAc-/0/1790039968670?e=1791417600&v=beta&t=KWEjqpmLz_OUMVYj9Rgkwog09r_v5qb1oCCxbVk3i88View image2026-09-22T05:48:29.970350+00:00739https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA💰 This Time Is Different? Earnings & Price Break 90-Year TrendsFor every secular bull market, there is an eventual secular bear market. The next leg of the full-market cycle inevitably begins where everyone believes “this time is different.” There were two important charts this past week that should at least lend a momentary pause. The first was from Ned Davis Research, showing the market (on a log scale) is now trading above the upper limit of its long-term trend. The previous extreme was in early 2000, for reference.Secondly, corporate earnings just broke above a trend that had contained them for more than 90 years.According to RIA, "Here are only two ways this will eventually resolve, and the market is currently pricing the first option with near 100% certainty.Either AI capital spending converts into durable returns and record margins hold, in which case earnings grow into the price, and the bull runs on. Or, Capex depreciation starts hitting the income statement, AI demand hits an air pocket, margins normalize, and profits fall back toward the trend they just escaped.Here is the most important point. Whatever event causes the “E” to revert towards its long-term mean, the “P” will be repriced lower".Source: RIA, zerohedgehttps://www.linkedin.com/feed/0.01102026-09-15T05:34:36.710220+00:001linkedin.comearningsmarket-trendsai636IMAGE/media/content/739/image.pngimage.pngpng2026-09-15T05:35:13.186233+00:00637https://media.licdn.com/dms/image/v2/D4E22AQHLAiyU6MlnQQ/feedshare-shrink_480/B4EaCXys9.JQAg-/0/1789253046424?e=1790812800&v=beta&t=cIdOHAyaDq2_kuFu_3PTmCiPbMd71qR14G1r1yz0tfALINK2026-09-15T05:35:30.845240+00:00131@insiderwaveInsiderwave🚨 BREAKING Nvidia is up 5% after hours after reporting earnings. Nancy Pelosi is now up nearly 200% on her Nvidia position.https://x.com/insiderwave/status/20927328144960802590.00402026-08-27T20:14:27.547559+00:002x.comearningspelosi137https://pbs.twimg.com/media/HQrhZpDWIAADDps?format=jpg&name=smallImage2026-08-27T20:14:29.132548+00:00128@KobeissiLetterThe Kobeissi LetterBREAKING: Salesforce stock, $CRM, surges over +8% after reporting stronger than expected earnings.https://x.com/KobeissiLetter/status/20927045396861832350.00502026-08-27T17:52:34.129120+00:002x.comearningssalesforce134https://pbs.twimg.com/media/HQrHqvVWYAAjSc_?format=jpg&name=smallImage2026-08-27T17:52:34.401003+00:0059@KarelMercxKarel MercxAlmost done listening to all the natural gas earnings calls. Just finished $LNG. Key takeaway from Chief Commercial Officer Anatol Feygin: China is very close to the limits of its LNG demand flexibility. China can no longer keep solving the global LNG balance for the world. x.com/KarelMercx/sta…https://x.com/home0.0045582026-08-27T04:50:54.966749+00:002x.comearningsenergylng