Our financial AI® machines predict headline inflation to be 4.10% YoY ( /- 0.11%) and core inflation to be 2.84% YoY ( /- 0.10%) for May 2026. _______________________________________________________ Read the full article here: thefinancial.ai/insights?art… Discover more on: thefinancial.ai/insights #cpi #inflation #macro #economy #financialAI #bigdatafed

🚨 Join Financial AI®’s 2026 Forecasts: Semis & Components Webinar We'll break down how hyperscaler AI investment is flowing through the ecosystem and what it means for: •Demand across the semiconductor stack •Margins, capital intensity, and valuation dynamics •Second- and third-order AI beneficiaries •Emerging bottlenecks vs. areas of potential overbuild •Long-term winners in global AI adoption We’ll move beyond the headlines and focus on where the numbers are actually pointing. Register here: us02web.zoom.us/webinar/regi… #financialAI #AI #semiconductors

Our proprietary models make sense of big data fundamentally, powering strategies across event-driven, long/short, and macro approaches. See a snapshot of price movements based on our forecasts for companies reporting earnings last week: _____________________________________________________ Read the full article here: thefinancial.ai/insights?art… Discover more on: thefinancial.ai/insights #financialAI #earnings #fundamentals #forecasts #consensus #analysts #bigdatafed

Our financial AI® machines predict headline inflation to be 3.55% YoY ( /- 0.10%) and core inflation to be 2.57% YoY ( /- 0.09%) for April 2026. ________________________________________________________________ Read the full article here: thefinancial.ai/insights?art… Discover more on: thefinancial.ai/insights #cpi #inflation #macro #economy #financialAI #bigdatafed

Financial AI now live on your @Bloomberg terminal. See below for how 👇

Built on a cutting-edge scientific approach, our Financial AI's fundamental forecasts provide actionable insights on 1,300 publicly traded US companies, updated daily. Our proprietary models make sense of big data fundamentally, powering strategies across event-driven, long/short, and macro approaches. Here’s a snapshot of significant price movements based on our revenue miss/beat predictions for companies reporting earnings last week – illustrating the impact of our Financial AI’s insights in real-world event-driven strategies. ____________________________________________________ Read the full article here : thefinancial.ai/insights?art… Discover more on: thefinancial.ai/ #financialAI #earnings #fundamentals #forecasts #consensus #analysts #bigdatafed

Quick recap from last week’s webinar, where we covered hyperscalers’ CapEx: • Aggregate CapEx is growing faster than revenue • Relative to adjusted EBITDA, CapEx is more stable #hyperscalers #CapEx #AI #finAI #bigdatafed

Our Financial AI® forecasts a consolidated year-over-year revenue growth of 8.7% ( /- 1.6%) for S&P 500 companies in the first quarter of 2026. _____________________________________________________ Read the full article here: thefinancial.ai/insights?art… Discover more on: thefinancial.ai/insights #financialAI #earnings #fundamentals #forecasts #wallstreet #investors #bigdatafed

For 4Q25, our revenue forecasts exhibited an average absolute percent error of 3.1%, outperforming the analysts’ consensus, which registered an error rate of 4.0%. Furthermore, our algorithms displayed remarkable precision in forecasting revenue beats (87%). _____________________________________________________ Read the full article here: thefinancial.ai/insights?art… Discover more on: thefinancial.ai/insights #earnings #fundamentals #forecasts #financialAI #wallstreet #bigdatafed

Our financial AI® machines predict headline inflation to be 3.10% YoY ( /- 0.09%) and core inflation to be 2.57% YoY ( /- 0.10%) for March 2026. ________________________________________________________________ Read the full article here: thefinancial.ai/insights?art… Discover more on: thefinancial.ai/insights #cpi #inflation #macro #economy #financialAI #bigdatafed

Defensive doesn’t have to mean passive. Utilities are often treated as a safe, income-generating allocation—think Utilities Select Sector SPDR Fund (XLU). But beneath the surface, the sector isn’t as uniform as it seems. We tested a simple idea: filter the sector. An equal-weighted basket of utilities in Republican-leaning states (17 vs. 32 names) outperformed, with better risk-adjusted returns and smaller drawdowns. This isn’t about politics—it’s about structure: - Regulatory frameworks - Policy priorities - Cost structures & regional growth Takeaway: Even in defensives, composition matters. #financialAI #backtesting #Utilities #DefensiveInvesting #SectorAnalysis #PortfolioStrategy #AlphaGeneration #RiskManagement

Our financial AI® machines predict headline inflation to be 2.35% YoY ( /- 0.10%) and core inflation to be 2.40% YoY ( /- 0.10%) for February 2026. _____________________________________________________ Read the full article here: thefinancial.ai/insights?art… Discover more on: thefinancial.ai/insights #cpi #inflation #macro #economy #financialAI #bigdatafed

Value momentum is a powerful combination. Buy what’s cheap. Lean into what’s working. But the momentum lookback window matters more than most realize. We ran a 10-year backtest using point-in-time data, comparing two versions of a value-momentum strategy. Both used the same value screen within the same universe — selecting the 200 lowest price-to-book stocks in the S&P 500 — but differed in the speed of trend detection. • Strategy 1: 12–1 month momentum • Strategy 2: 6-month momentum The results? The 6-month signal outperformed over the full period: • Higher total return (296% vs. 257%) • Higher CAGR (14.8% vs. 13.6%) • Lower max drawdown • Faster recovery The traditional 12–1 signal did show stronger recent risk-adjusted returns, with higher 3- and 5-year Sharpe ratios. But across the full cycle, the more tactical six-month approach captured leadership shifts more effectively. In a market defined by rapid rotations and sharp reversals, speed mattered more than stability. #financialAI #value #momentum #stocks #equities #quant #backtesting #portfolioConstruction #systematicInvesting

Financial AI® is changing how investors anticipate earnings by flagging shifts in fundamentals ahead of reported results. That early signal can translate into a meaningful edge as catalysts approach. What the data continues to show is simple but important: fundamentals remain a key driver of market reactions — especially when they’re identified before earnings hit ⚙️📉📈 The real challenge isn’t understanding that fundamentals move markets. It’s being positioned before the reaction begins 💡 #financialAI #earnings #fundamentals #forecasts #consensus #analysts #bigdatafed

Over the past year, the S&P 500 has moved almost in lockstep with Technology, showing a very strong correlation of 0.94. Consumer Discretionary, Communication Services, and Industrials follow closely — all cyclical sectors. And they’re not just correlated to the index — they’re highly correlated to each other. What’s more, Technology carries the highest beta among the eleven sectors, amplifying volatility. Notably, the lowest value in the correlation matrix is between Consumer Staples and Technology. Better yet, Consumer Staples also has the lowest correlation and beta with the S&P 500. The year-over-year overlays make the contrast clear at a glance: Technology accelerates with the S&P 500 and amplifies every move, while Consumer Staples charts a distinct path — breaking the market's lockstep to provide the defensive ballast that a cyclical-heavy portfolio lacks. _____________________________________________________ Read the full article here: thefinancial.ai/insights?art… Discover more on: thefinancial.ai/insights #SectorRotation #RiskManagement #AssetAllocation #SP500 #PortfolioConstruction #Macro #Beta #financialAI #bigdatafed

Our financial AI machines predict headline inflation to be 2.25% YoY ( /- 0.11%) and core inflation to be 2.42% YoY ( /- 0.12%) for January 2026. _____________________________________________________ Read the full article here: thefinancial.ai/insights?art… Discover more on: thefinancial.ai/insights #cpi #inflation #macro #economy #financialAI #bigdatafed

Financial AI® is changing how investors anticipate earnings by flagging shifts in fundamentals ahead of reported results. That early signal can translate into a meaningful edge as catalysts approach. What the data continues to show is simple but important: fundamentals remain a key driver of market reactions — especially when they’re identified before earnings hit ⚙️📉📈 The real challenge isn’t understanding that fundamentals move markets. It’s being positioned before the reaction begins 💡 #financialAI #earnings #fundamentals #forecasts #consensus #analysts #bigdatafed

Financial AI can identify fundamental surprises before earnings, giving investors an informational edge as events unfold. Our findings reinforces a familiar but powerful takeaway: fundamentals still matter, and when identified ahead of earnings, they can meaningfully shape event-driven strategies ⚙️📉📈 As always, the question isn’t whether markets react to fundamentals — it’s whether you’re positioned before they do 💡 #financialAI #earnings #fundamentals #forecasts #consensus #analysts #bigdatafed

🚀 Financial AI® Forecasts Are Now Live on Factset We’re excited to announce that our Financial AI® forecasts are now available on FactSet, giving institutional investors seamless access to forward-looking fundamental insights directly within their existing research workflows. 🔍 Why it matters: Financial AI® has consistently demonstrated material accuracy advantages and earlier visibility into key company fundamentals, including sales, adjusted gross income, and adjusted EBITDA. 📈 Proven performance: • Superior forecast accuracy as early as 60 days ahead of earnings • Since 2016, 1.8% MdAPE on sales forecasts among high-confidence names • 85% accuracy in predicting earnings beats and misses across all three key metrics 🧠 Powered by 1,400 high-quality data sources, Financial AI® uncovers latent relationships across companies, industries, and macroeconomic factors. #FinancialAI #AlternativeData #EquityResearch #InstitutionalInvesting #FactSet #AIinFinance #BigDataFederation

Value and momentum are two of the most reliable drivers of equity returns. Our value-plus-momentum strategy starts with the full S&P 500, first picking stocks with lower Price-to-Book ratios (classic value), then selecting those showing strong 6-month price trends (momentum). Holdings are market-cap weighted and rebalanced quarterly, balancing responsiveness to changing fundamentals and momentum signals with transaction cost efficiency. Backtests show it outperforms the S&P 500, with a total return of 108.6% vs. 76.6% and a Sortino ratio of 1.17 vs. 0.89, highlighting better risk-adjusted performance over a five-year period. With thefinancial.ai, strategies like a large-cap value plus momentum strategy can be built and backtested end-to-end in minutes on point-in-time data, with no survivorship bias. A simple natural-language prompt is all it takes to generate institutional-grade results that are downloadable and independently verifiable. _____________________________________________________ Read the full article here: thefinancial.ai/insights?art… Discover more on: thefinancial.ai/insights #financialai #value #pricetobook #momentum #stockbaskets #wallstreet #investors #bigdatafed