FACTSET: “.. A.I. mentions are dropping in S&P 500 earnings calls for the first time in a year.” 👀
@factset.com
bit.ly/3T7ZHUJ
@factset.com
bit.ly/3T7ZHUJ
June 4, 2025 at 5:07 PM
FACTSET: “.. A.I. mentions are dropping in S&P 500 earnings calls for the first time in a year.” 👀
@factset.com
bit.ly/3T7ZHUJ
@factset.com
bit.ly/3T7ZHUJ
S&P 500 EPS forecasts have flatlined in September @factset
September 25, 2026 at 5:56 PM
S&P 500 EPS forecasts have flatlined in September @factset
For CY 2027, analysts project earnings growth of 15.4% and revenue growth of 9.2% @factset
September 25, 2026 at 6:11 PM
For CY 2027, analysts project earnings growth of 15.4% and revenue growth of 9.2% @factset
S&P 500 sector valuations...
21.6x on Tech
Utes have de-rated to 15.5x @factset
21.6x on Tech
Utes have de-rated to 15.5x @factset
September 25, 2026 at 5:46 PM
S&P 500 sector valuations...
21.6x on Tech
Utes have de-rated to 15.5x @factset
21.6x on Tech
Utes have de-rated to 15.5x @factset
S&P 500 Reporting Highest Net Profit Margin in More Than 15 Years @factset
April 24, 2026 at 6:55 PM
S&P 500 Reporting Highest Net Profit Margin in More Than 15 Years @factset
Are you suggesting the Fed might have better data than the almighty Factset
September 22, 2026 at 12:07 PM
Are you suggesting the Fed might have better data than the almighty Factset
CNBC: "Microsoft reported nearly $26 billion in net income on $70 billion in revenue for the March quarter. The numbers were well ahead of Wall Street’s consensus, keeping Microsoft ranked as one of the most profitable companies in the S&P 500 index, according to data compiled by FactSet."
July 2, 2025 at 1:21 PM
CNBC: "Microsoft reported nearly $26 billion in net income on $70 billion in revenue for the March quarter. The numbers were well ahead of Wall Street’s consensus, keeping Microsoft ranked as one of the most profitable companies in the S&P 500 index, according to data compiled by FactSet."
Shares of companies mentioning "AI" crushed those that didn't (Q3 earnings season) @factset
December 5, 2025 at 5:58 PM
Shares of companies mentioning "AI" crushed those that didn't (Q3 earnings season) @factset
Also...US gov't holds 433,323,000 shares of Intel, per most recent Factset data...
That means its stake could gain an additional $8.2 Billion in value today alone.
That means its stake could gain an additional $8.2 Billion in value today alone.
Intel shares +27% premarket to $84.76 per share.
IF these levels hold...it will officially set a new RECORD HIGH going back to dot com era.
Previous record intraday was $75.83 from 8/24/2000.
Now Cisco & Intel...both out of internet bubble burst shadow.
www.cnbc.com/quotes/INTC?...
@cnbc.com
IF these levels hold...it will officially set a new RECORD HIGH going back to dot com era.
Previous record intraday was $75.83 from 8/24/2000.
Now Cisco & Intel...both out of internet bubble burst shadow.
www.cnbc.com/quotes/INTC?...
@cnbc.com
April 24, 2026 at 11:43 AM
Also...US gov't holds 433,323,000 shares of Intel, per most recent Factset data...
That means its stake could gain an additional $8.2 Billion in value today alone.
That means its stake could gain an additional $8.2 Billion in value today alone.
".. Tesla has increased its production of Optimus by ~tenfold in recent months, it is still running into several challenges on its production lines that are hindering its ability to reliably manufacture .. at scale .."
@theinformation.com #$TSLA (via FactSet)
www.theinformation.com/articles/tes...
@theinformation.com #$TSLA (via FactSet)
www.theinformation.com/articles/tes...
Tesla’s Optimus Hits Snags in Hands, Suppliers as Scale-Up Begins
Tesla has ramped up production of its Optimus humanoid robot roughly tenfold in recent months, but the company is still struggling to manufacture the machines reliably at scale. Its production lines a...
www.theinformation.com
September 25, 2026 at 1:17 PM
".. Tesla has increased its production of Optimus by ~tenfold in recent months, it is still running into several challenges on its production lines that are hindering its ability to reliably manufacture .. at scale .."
@theinformation.com #$TSLA (via FactSet)
www.theinformation.com/articles/tes...
@theinformation.com #$TSLA (via FactSet)
www.theinformation.com/articles/tes...
[tesla board members dumping stock like bootleggers dumping moonshine]
March 14, 2025 at 5:14 AM
[tesla board members dumping stock like bootleggers dumping moonshine]
Fun fact 👀☝🏼 Om vinstprognosen håller så värderas nu 🇺🇸 NVIDIA och 🇸🇪 Telia Company likvärdigt på nästa års vinst (16,8x 2026e Factset) #PrataPengar #Finanstwitter
April 21, 2025 at 6:09 PM
Fun fact 👀☝🏼 Om vinstprognosen håller så värderas nu 🇺🇸 NVIDIA och 🇸🇪 Telia Company likvärdigt på nästa års vinst (16,8x 2026e Factset) #PrataPengar #Finanstwitter
quase 1% inflação mês (no índice ao produtor) já pode chamar de Argentina do Norte
PPI: Núcleo da inflação ao produtor nos EUA sobe 0,9% em julho, bem acima do esperado
Analistas consultados pela FactSet previam alta mensal de 0,2%
www.infomoney.com.br
August 14, 2025 at 6:01 PM
quase 1% inflação mês (no índice ao produtor) já pode chamar de Argentina do Norte
Is [discount dividend model] a feminist? Is FactSet a queer ally? Is presentationv14_FINAL.pptx my friend?
Because it’s simply not a thing they have the capacity to do. Like, how do you know that PowerPoint doesn’t feel love?
July 21, 2025 at 11:53 AM
Is [discount dividend model] a feminist? Is FactSet a queer ally? Is presentationv14_FINAL.pptx my friend?
“government shutdown” was cited on 76 earnings calls conducted by S&P 500 companies during the reporting period so far @factset
November 7, 2025 at 6:50 PM
“government shutdown” was cited on 76 earnings calls conducted by S&P 500 companies during the reporting period so far @factset
Massive S&P 500 EPS growth expected this year and next @factset
May 22, 2026 at 6:16 PM
Massive S&P 500 EPS growth expected this year and next @factset
Very poor stock-price reactions to earnings..
+0.0% for beats
-5.1% for misses @factset
+0.0% for beats
-5.1% for misses @factset
November 7, 2025 at 6:51 PM
Very poor stock-price reactions to earnings..
+0.0% for beats
-5.1% for misses @factset
+0.0% for beats
-5.1% for misses @factset
S&P 500 sector valuations... Industrials is the new Tech! @factset
March 27, 2026 at 6:46 PM
S&P 500 sector valuations... Industrials is the new Tech! @factset
S&P 500 sector valuations... Staples is now more expensive than Tech @factset
September 12, 2026 at 4:01 PM
S&P 500 sector valuations... Staples is now more expensive than Tech @factset
pretty funny
that orange thing rings the bell @ the NYSE
& it IMMEDIATELY implodes
dropping for 9 straight days
🤣🤣🤣
The blue chips haven’t closed in the red for nine consecutive days since February 1978, according to FactSet data
that orange thing rings the bell @ the NYSE
& it IMMEDIATELY implodes
dropping for 9 straight days
🤣🤣🤣
The blue chips haven’t closed in the red for nine consecutive days since February 1978, according to FactSet data
December 29, 2024 at 1:54 AM
pretty funny
that orange thing rings the bell @ the NYSE
& it IMMEDIATELY implodes
dropping for 9 straight days
🤣🤣🤣
The blue chips haven’t closed in the red for nine consecutive days since February 1978, according to FactSet data
that orange thing rings the bell @ the NYSE
& it IMMEDIATELY implodes
dropping for 9 straight days
🤣🤣🤣
The blue chips haven’t closed in the red for nine consecutive days since February 1978, according to FactSet data
S&P 500 sector valuations.. Financials & Energy bring up the rear @factset
November 14, 2025 at 5:25 PM
S&P 500 sector valuations.. Financials & Energy bring up the rear @factset
If you are wondering how stocks can go higher, S&P 500 forward EPS estimate hits a fresh all-time high of $280 via @FactSet
Also remember the market is not the economy #EconSky
Also remember the market is not the economy #EconSky
June 9, 2025 at 11:25 AM
If you are wondering how stocks can go higher, S&P 500 forward EPS estimate hits a fresh all-time high of $280 via @FactSet
Also remember the market is not the economy #EconSky
Also remember the market is not the economy #EconSky
S&P 500 Reporting Highest Net Profit Margin in Over 15 Years @factset
November 14, 2025 at 5:23 PM
S&P 500 Reporting Highest Net Profit Margin in Over 15 Years @factset
Because Factset $FDS
September 18, 2025 at 7:00 PM
Because Factset $FDS