Both tracked bets paid off: Chevron's six-year-best quarter and Bloom's record revenue

Buffett's 7.1% CVX stake just rode Chevron's best quarter in six years, as adjusted EPS of $6.06 beat estimates and downstream profit jumped past $4.9 billion on war-driven refining margins. Aschenbrenner's BE also won: Bloom's Q2 revenue hit a record $1.07 billion with backlog near $20 billion.