CFO Financial Independence Hub; author Findependence Day, Columnist at @MoneySense. Semi-retired. @JonChevreau@mstdn.ca. Also on Threads & Bluesky.
North America
Joined February 2009
- Tweets123K
- Following18.7K
- Followers60.4K
- Likes10.6K
Jonathan Chevreau retweeted
Wow. IMO up 5.69% today. Niiiiice.
Imperial Oil $IMO 💰💰💰
Imperial reported estimated net income in the third quarter of $2,454 million, up from net income of $2,190 million in the second quarter of 2026, primarily driven by higher commodity prices and downstream volumes.
Quarterly cash flows from operating activities were $3,228 million, up from $2,704 million generated in the second quarter of 2026. Excluding the impact of working capital1, cash flows from operating activities were $2,957 million, up from $2,522 million in the second quarter of 2026.
Jonathan Chevreau retweeted
Tech stocks and crypto are crashing against a perfect storm as markets head for their worst day in months go.f-st.co/HycVdDc
Jonathan Chevreau retweeted
The big winners of the tech wreck are biopharma stocks trib.al/unKregk
Jonathan Chevreau retweeted
More than a third of $SPCX’s third-quarter revenue came from a single AI company, Anthropic, according to Bloomberg.
The Elon Musk-led company now leans more on AI computing deals than on its longtime anchor client, the US government.
Read more: yhoo.it/4A1b9oH
Jonathan Chevreau retweeted
Nasdaq and the S&P sliding hard into the close with the Dow off about 700 is the kind of final-hour flush that usually means positioning, not a quiet reprice.
When the tech rout accelerates late Friday, weekend risk gets priced into Monday — especially with midterms and mega-cap earnings still on the calendar.
Jonathan Chevreau retweeted
Nasdaq and S&P 500 plummeting in final hour amid tech rout; Dow down 700 points trib.al/qjxvRwJ
Jonathan Chevreau retweeted
Reddit shares are on track for their biggest-ever single-session loss trib.al/Pfqs6aB
Jonathan Chevreau retweeted
What AMD investors learned from Intel’s earnings trib.al/7bFun4C
Jonathan Chevreau retweeted
The Nasdaq 100 is on track to end the month in the red as capex fears hammer the AI sector. bit.ly/4Bz8Nih
Jonathan Chevreau retweeted
Top ten holdings along with ConocoPhilips in my XDU-T U.S. Quality ETF.
Exxon, Chevron earnings propelled by war-driven refining surge - reuters.com/business/energy/…
Jonathan Chevreau retweeted
President Trump’s trade war with Canada assumed economic size would translate into bargaining power. Ottawa’s refusal to back down, and the strain the tariffs are putting on U.S. border states ahead of the midterms, are opening cracks in the administration’s approach, argues expert @edwardalden.
"With Republicans facing tough midterm election races in northern border states that are heavily dependent on trade with Canada, it is the United States that now appears to be backing down by lifting tariffs that are causing too much economic harm. Other countries that will face at least another two years of Trump’s trade bullying, regardless of the midterm outcomes, have much to learn from Canada’s response," he writes.
"Most of the major economies, from Europe to Japan and South Korea, have cut deals with the United States to accept higher tariffs in exchange for some trade peace. Canada stands alone in resisting U.S. demands. But so far, it seems to be standing tall."
Jonathan Chevreau retweeted
REDDIT $RDDT Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $895M (Est. $878.4M) 🟢; +53% YoY
🔹 EPS: $1.40 (Est. $1.35) 🟢; +75% YoY
🔹 Adj. EBITDA: $402M (Est. $399M) 🟢; +70% YoY
Users (Q3):
🔹 DAUq: 130.3M (Est. 133.4M) 🔴; +12% YoY
🔹 WAUq: 515.2M (Est. 531.1M) 🔴; +16% YoY
🔹 ARPU: $6.87 (Est. $6.67) 🟢; +36% YoY
🔹 U.S. DAUq: 50.7M (Est. 53.4M) 🔴; -2% YoY
🔹 Intl DAUq: 79.6M (Est. 80.1M) 🔴; +24% YoY
🔹 U.S. ARPU: $13.82 (Est. $12.92) 🟢; +53% YoY
Q4 Guide:
🔹 Revenue: $1.00B-$1.03B (Est. $1.05B) 🔴
🔹 Adj. EBITDA: $480M-$510M (Est. $512M) 🔴
Other Q3 Metrics:
🔹 Ad Revenue: $847M (Est. $843.6M) 🟢; +54% YoY
🔹 Net Income: $283M (Est. $277M) 🟢; +74% YoY
🔹 Free Cash Flow: $363M (Est. $351M) 🟢; +98% YoY
🔹 Gross Margin: 91.5%; +50 bps YoY
🔹 Other Revenue: $48M (Est. $43M) 🟢; +35% YoY
Revenue by Geography:
🔹 U.S. Revenue: $719M (Est. $702M) 🟢; +50% YoY
🔹 Intl Revenue: $176M (Est. $185M) 🔴; +67% YoY
Capital Return:
🔹 Buybacks: 0.67M shares for $100M
Key Updates:
🔹 Added to the S&P 500 index
Comments:
🔸 “Surpassing $3B of revenue over the last 12 months shows Reddit’s strength as a destination and the differentiated value of our platform.”
Jonathan Chevreau retweeted
Markets closed. Screens off. 💻🖱️🔐
NHL safety bet missed by 1 point Necas. 🏒🥅
Key is today's NFL safety bet of $20. 🏈
Tim app hockey game for me still a bust. 10 picks right out of at least 50 chances by now. 😂Wife
still close to leaderboard but fading quickly. 😀
Have a great rest of day.
😴
Jonathan Chevreau retweeted
$SNDK down just 1% after hours. Best reaction to the tech companies reporting earnings so far after hours.
Jonathan Chevreau retweeted
Intel gave a revenue forecast that fell short of analysts’ estimates, hurt by plunging demand for its PC processors and struggles to keep up with runaway demand for lucrative data center components bloomberg.com/news/articles/…
