Stock market today: Dow falls more than 900 points, S&P 500 and Nasdaq slide as Iran war jitters return with another oil surge

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• We decided to take this more bold, upfront, decisive action so that we could rebuild and move forward from here, versus continuously being reactive and death by a thousand cuts over the next couple of years

  80% confidence

• Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions. Q1 AI revenue of $8.4 billion grew 106% year over year, above forecast, driven by robust demand for custom AI accelerators and AI networking

  80% confidence

• 75% of Cash App's customer service questions and answers are handled through automation, and oftentimes these agents actually get a customer to their answer faster with strong NPS and CSAT scores

  80% confidence

• I already have some shares, but the goal was to continue to demonstrate alignment with shareholders. As CEO, I absolutely believe in Berkshire. I inherited a company that has an incredible foundation

  80% confidence

• The US is doing very well on the war front

  80% confidence

• American forces struck more than 2,000 targets and are moving toward complete and total control of Iranian airspace

  80% confidence

• Unilateralism and protectionism are on the rise, threats from hegemonism and power politics are growing, the international economic and trade order is encountering severe challenges, and the global economy has insufficient growth momentum. The game being played between great powers has become more complex and intense

  80% confidence

• We are seeing a 40% increase in productivity and efficiency towards production code being shipped per engineer since September

  80% confidence

• The problems of imbalanced and inadequate development remain conspicuous; effective demand is insufficient, and bottlenecks persist in domestic circulation. Employment and income growth are under considerable pressure

  80% confidence

• The Strait of Hormuz remains open but increasingly threatened tankers attempting to cross

  80% confidence

• WTI near $80 is a big deal. That level can flip the macro narrative from a short-lived spike to higher-for-longer energy costs

  80% confidence

• Investors aren't just pricing inflation - they're demanding more compensation to own long-term bonds and dialing back expectations for Fed rate cuts

  80% confidence

• As a CFO, you no longer are being prized on your finance acumen. You're being praised on your system thinking, like how the work actually happens

  80% confidence

• We've been on this journey for a little while. This is not just a fly-by-night decision for us or something that we took frivolously. We've been using tools, developing our own agents called codename Goose that we've been using now for 18 months

  80% confidence

• Bond yields are jumping with crude oil this week, but the move is looking bigger than a simple inflation scare

  80% confidence

• It's better to do it a little bit early than to do it too late. I would encourage everybody, including my fellow CFOs, to just be curious and using the tools

  80% confidence

• While small amounts of H200 products for China-based customers were approved by US government, we have yet to generate any revenue, and we do not know whether any imports will be allowed into China

  80% confidence

• AI revenue growth is accelerating and company anticipates Q2 segment revenue of $10.7 billion

  80% confidence

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