#FactSet
The article should note soaring energy prices and profits ... Energy sector is currently expected to report the highest (year-over-year) earnings growth rate of all eleven sectors at 121.1%. Higher oil prices are contributing to the higher earnings for the sector. insight.factset.com/sp-500-energ...
S&P 500 Energy Sector Earnings Preview: Q3 2026
FactSet S&P 500 earnings report: Given recent volatility in the price of oil, explore what analysts expect for earnings growth for the Energy sector in Q3.
insight.factset.com
October 14, 2026 at 3:08 PM
Morgan Stanley supera expectativas e tem lucro de US$ 4,9 bilhões no 3º trimestre
Morgan Stanley supera expectativas e tem lucro de US$ 4,9 bilhões no 3º trimestre - Jornal de Brasília
Entre julho e setembro, o lucro diluído por ação do banco norte-americano ficou em US$ 3,03, superando o consenso da FactSet, de US$ 2,93
jornaldebrasilia.com.br
October 14, 2026 at 2:19 PM
企业财报表现分化。美国银行第三季度盈利不及预期,股价重挫7.20%,报50.08美元。贝莱德则因第三季度管理资产规模创下纪录,股价上涨3.65%,报1104.99美元。

半导体股延续近期跌势,投资者继续担忧AI相关股票的高估值。根据FactSet数据,标普500指数成分股第三季度盈利预计同比增长约30%,其中半导体及设备行业预计增长130%,但强劲的盈利前景尚未阻止芯片股持续调整。

能源价格仍然处于高位,布伦特原油报每桶105.67美元,基本持平。投资者接下来将关注周四公布的美国9月生产者价格指数(PPI),判断通胀压力是否进一步加剧。

3/3
October 14, 2026 at 1:42 PM
Consumer prices have risen 3.6% in Sept compared with a year earlier, up from 3.4% in Aug, according to a survey of economists by data provider FactSet. The Labor Dept will issue a report Wednesday morning (10.14.2026).
Yeah voters don't need to be told that things got worse. We see it at the pump and the grocery store every week. No matter how much the 🟠🤡 and his minions try to lie and blame others for their policies and Congressional inaction.
We know they're lying, everyday! Hiding behind their own corruption.
October 14, 2026 at 12:39 PM
More expensive gas, semiconductors likely pushed up inflation last month

WASHINGTON -- Inflation likely worsened in September in one of the last price reports the government will issue before the midterm elections that have been heavily defined by concerns over affordability. Consumer prices are…
More expensive gas, semiconductors likely pushed up inflation last month
WASHINGTON -- Inflation likely worsened in September in one of the last price reports the government will issue before the midterm elections that have been heavily defined by concerns over affordability. Consumer prices are forecast to have risen 3.6% in September compared with a year earlier, up from 3.4% in August, according to a survey of economists by data provider FactSet.
pmnsports.co.uk
October 14, 2026 at 12:26 PM
ASML 4Q Outlook Above Consensus; 3Q Revenue of EUR 11.7 Billion, Compared With FactSet Consensus of EUR 11.6 Billion

“We are investigating ways to increase capacity for 2028 beyond the 30% increase we previously communicated."
October 14, 2026 at 5:07 AM
FactSet builds open financial data and software, and its Hyderabad M&A Data Solutions Engineering team develops Python/AWS pipelines for scalable, reliable products.
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briefly.co
October 14, 2026 at 1:09 AM
FactSet builds open financial data and software, and its Hyderabad M&A Data Solutions Engineering team develops Python/AWS pipelines for scalable, reliable products.
Save What Matters
Curate Feeds | Make Collections | Customize Email Briefs
briefly.co
October 14, 2026 at 1:09 AM
FactSet builds open financial data and software, and its Hyderabad M&A Data Solutions Engineering team develops Python/AWS pipelines for scalable, reliable products.
Save What Matters
Curate Feeds | Make Collections | Customize Email Briefs
briefly.co
October 14, 2026 at 12:59 AM
#Economia 📈 Lucros de empresas dos EUA devem crescer 29% no 3º trimestre de 2026

➡️ FactSet projeta alta no lucro por ação do índice S&P 500, impulsionada por empresas ligadas à inteligência artificial

⬇️ Leia no Poder360: www.poder360.com.br/poder-econom...
Lucros de empresas dos EUA devem crescer 29% no 3º trimestre de 2026
FactSet projeta alta no lucro por ação do índice S&P 500, impulsionada por empresas ligadas à inteligência artificial
www.poder360.com.br
October 13, 2026 at 6:19 PM
Lucros de empresas dos EUA devem crescer 29% no 3º trimestre de 2026
Lucros de empresas dos EUA devem crescer 29% no 3º trimestre de 2026
FactSet projeta alta no lucro por ação do índice S&P 500, impulsionada por empresas ligadas à inteligência artificial
www.poder360.com.br
October 13, 2026 at 6:11 PM
Huge profits at tech and energy companies are masking this key trend
Huge profits at tech and energy companies are masking this key trend
Despite the uneven start to the reporting period, FactSet data shows year-on-year S&P 500 earnings growth is still tracking at nearly 30%.
cnb.cx
October 13, 2026 at 2:29 PM
Bespoke投资集团联合创始人保罗·希基认为,银行股在财报公布前表现疲弱,为业绩公布后的反弹提供了条件。科技股近期则持续承压,人工智能相关投资的不确定性再度升温,月底大型科技公司的财报可能成为下一轮重要催化因素。

本轮财报季面临较高预期。FactSet数据显示,分析师预计标普500成分股第三季度利润同比增长近30%。投资者将重点关注银行财报反映的消费与企业状况、大型科技公司的人工智能收入,以及能源企业能否维持高油价带来的利润。中东紧张局势持续,布伦特原油虽回落1.43%,仍报每桶105.13美元。

3/3
October 13, 2026 at 1:42 PM
A golden age of corporate profits
A golden age of corporate profits
Data: U.S. Bureau of Economic Analysis, FactSet; Chart: Axios/Matt Phillips; Note: After-tax profit data includes inventory and capital depreciation adjustments. Corporate America is raking in record profits, luxuriating in luscious margins and capturing the largest chunk of the country's income on record. Why it matters: The corporate bonanza is bolstering the stock market, but it may also be playing a role in the persistently sour sentiment among the American electorate. The latest: Tuesday is the unofficial start of third-quarter earnings season as JPMorgan Chase, Goldman Sachs and others report results. Zoom in: Wall Street expects the members of the blue-chip S&P 500 index to continue to make it rain. Third-quarter earnings per share are expected to grow roughly 29% for the index, compared with the quarter in 2025, according to estimate data collected by FactSet. That's after a massive 50% annual increase in second-quarter earnings that was supercharged by the giant, non-operating gains on valuations of tech investments reported by Amazon and Alphabet. (Amazon, for example, penciled in its stake in Anthropic as boosting its profit by more than $50 billion.) But even without those enormous gains, the numbers were quite strong, thanks to the AI boom that analysts expect to keep powering giant profits. What they're saying: The market is still all about AI, but the gains are extremely concentrated . "At the stock level, AI infrastructure stocks are expected to drive more than half of S&P 500 EPS growth in Q3," wrote Ben Snider, chief U.S. equity analyst with Goldman Sachs. Snider noted that more than two-thirds of the total growth in S&P 500 earnings for the quarter is expected to come from just 10 stocks. What's more, Micron Technology and Nvidia alone are expected to generate more than one-third of the growth in earnings for the blue chips, Snider wrote. The big picture: Broader measures of U.S. corporate profitability captured by economic — rather than stock market — data also seem to show remarkable strength. For the economy as a whole, after-tax corporate profits in Q2 jumped 18.2% compared with the same quarter of 2025. And key measures of corporate profit margins across the entire U.S. economy are some of the fattest on record. Data: FactSet, U.S. Bureau of Economic Analysis; Chart: Axios/Matt Phillips; Note: After-tax U.S. corporate profits, including inventory and capital consumption adjustments as a share of gross value added of U.S. corporate business. Reflects profits made within the U.S.; does not include profits produced overseas. The other side: Boom times for corporate America have a flip side, however, with the so-called labor share of national income collapsing to some of the lowest levels on record. The labor share tells you what percentage of the giant paycheck produced by the U.S. economy goes to workers in the form of wages and benefits, rather than to corporate profits, dividends, rents and interest paid to other economic actors, commonly summarized as "capital." The bottom line: That decline helps explain the persistently sour mood of the American public toward the economy and its deep skepticism toward the AI boom that's producing this bonanza for American corporations.
www.axios.com
October 13, 2026 at 9:52 AM
A golden age of corporate profits
#Trump
A golden age of corporate profits
Data: U.S. Bureau of Economic Analysis, FactSet; Chart: Axios/Matt Phillips; Note: After-tax profit data includes inventory and capital depreciation adjustments. Corporate America is raking in record profits, luxuriating in luscious margins and capturing the largest chunk of the country's income on record. Why it matters: The corporate bonanza is bolstering the stock market, but it may also be playing a role in the persistently sour sentiment among the American electorate. The latest: Tuesday is the unofficial start of third-quarter earnings season as JPMorgan Chase, Goldman Sachs and others report results. Zoom in: Wall Street expects the members of the blue-chip S&P 500 index to continue to make it rain. Third-quarter earnings per share are expected to grow roughly 29% for the index, compared with the quarter in 2025, according to estimate data collected by FactSet. That's after a massive 50% annual increase in second-quarter earnings that was supercharged by the giant, non-operating gains on valuations of tech investments reported by Amazon and Alphabet. (Amazon, for example, penciled in its stake in Anthropic as boosting its profit by more than $50 billion.) But even without those enormous gains, the numbers were quite strong, thanks to the AI boom that analysts expect to keep powering giant profits. What they're saying: The market is still all about AI, but the gains are extremely concentrated . "At the stock level, AI infrastructure stocks are expected to drive more than half of S&P 500 EPS growth in Q3," wrote Ben Snider, chief U.S. equity analyst with Goldman Sachs. Snider noted that more than two-thirds of the total growth in S&P 500 earnings for the quarter is expected to come from just 10 stocks. What's more, Micron Technology and Nvidia alone are expected to generate more than one-third of the growth in earnings for the blue chips, Snider wrote. The big picture: Broader measures of U.S. corporate profitability captured by economic — rather than stock market — data also seem to show remarkable strength. For the economy as a whole, after-tax corporate profits in Q2 jumped 18.2% compared with the same quarter of 2025. And key measures of corporate profit margins across the entire U.S. economy are some of the fattest on record. Data: FactSet, U.S. Bureau of Economic Analysis; Chart: Axios/Matt Phillips; Note: After-tax U.S. corporate profits, including inventory and capital consumption adjustments as a share of gross value added of U.S. corporate business. Reflects profits made within the U.S.; does not include profits produced overseas. The other side: Boom times for corporate America have a flip side, however, with the so-called labor share of national income collapsing to some of the lowest levels on record. The labor share tells you what percentage of the giant paycheck produced by the U.S. economy goes to workers in the form of wages and benefits, rather than to corporate profits, dividends, rents and interest paid to other economic actors, commonly summarized as "capital." The bottom line: That decline helps explain the persistently sour mood of the American public toward the economy and its deep skepticism toward the AI boom that's producing this bonanza for American corporations.
www.axios.com
October 13, 2026 at 9:33 AM
Corporate earnings will determine whether this market rally can continue.
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www.factset.com
October 13, 2026 at 7:51 AM
Overall, the Energy sector is currently expected to report the highest (year-over-year) earnings growth rate of all eleven sectors at 121.1%. #THIEFS
insight.factset.com/sp-500-energ...
S&P 500 Energy Sector Earnings Preview: Q3 2026
FactSet S&P 500 earnings report: Given recent volatility in the price of oil, explore what analysts expect for earnings growth for the Energy sector in Q3.
insight.factset.com
October 13, 2026 at 12:46 AM
2/2

此前,短期利率高于长期利率,促使嘉信理财客户将资金从自动转存账户转移至收益更高的产品,给旗下银行业务带来压力。但这种被称为“现金分流”的现象如今已经缓解,客户将资金转出自动转存账户的意愿有所下降。

FactSet调查的分析师预计,截至9月30日,嘉信理财旗下银行的存款余额将同比增长2.9%。相比之下,一年前的同比降幅为3%,两年前更曾达到13%。
October 12, 2026 at 1:51 PM
中东局势也加剧了市场对能源供应的担忧。伊朗支持的胡塞武装周末再次袭击沙特阿拉伯利雅得国际机场,造成死伤。特朗普随后表示,正在考虑与沙特联手打击也门胡塞武装,令地区冲突进一步升级的风险上升。

科技股方面,美光科技下跌约4%。投资者正在评估中国存储芯片制造商长鑫存储取得技术进展后,全球存储芯片市场竞争加剧的可能性。

本周美国第三季度财报季将全面展开。摩根大通、美国银行、花旗集团、高盛、摩根士丹利和富国银行均计划公布业绩。FactSet数据显示,市场预计标普500指数成分企业第三季度利润同比增长29.6%,人工智能数据中心建设是主要增长动力。

2/3
October 12, 2026 at 1:42 PM