The J-Curve effect in private equity — visualized. Cobalt's latest benchmark data tracks 2010-2015 Global PE funds from first close to realization, showing how early performance spreads normalize over time: bit.ly/4xjcnex

The forward 12-month P/E ratio for $SPX is 20.1, which is above the 5-year average (19.9) and above the 10-year average (19.0). #earnings, #earningsinsight, bit.ly/4w62Civ

$SPX is expected to report Y/Y revenue growth of 12.0% for Q2 2026, which is above the estimate of 9.4% on March 31. #earnings, #earningsinsight, bit.ly/4w62Civ

We offer thematic template stress tests within Portfolio Analysis Risk reports in the @FactSet Workstation. Read our blog article on stress testing investable indices and strategies as a response to a hypothetical AI bubble burst: bit.ly/4e0WdyI

$SPX is expected to report Y/Y earnings growth of 21.9% for Q2 2026, which is above the estimate of 18.7% on March 31. #earnings, #earningsinsight, bit.ly/4w62Civ

Analysts have increased Q2 EPS estimates for $SPX companies by 2.7% since March 31. #earnings, #earningsinsight, bit.ly/4w62Civ

62 $SPX companies have issued positive EPS guidance for Q2 2026, led by the Information Technology sector at 42. #earnings, #earningsinsight, bit.ly/4w62Civ

The $SPX Information Technology (97%), Communication Services (94%), and Financials (92%) sectors have the highest percentages of Q1 earnings calls where the term "AI" was cited. #earnings, #earningsinsight, bit.ly/4w62Civ

Don't let the peak rush hour stop you from staying connected to the U.S. economy and corporations - StreetAccount Evening Market Recap has got you covered. #marketupdate Listen here: feeds.captivate.fm/factset-s…

Weekly Market Recap - Friday, 12-Jun bit.ly/369hi69

The term "AI" was cited on 337 earnings calls conducted by $SPX companies for Q1 2026, which is the highest number over the past 10 years. #earnings, #earningsinsight, bit.ly/4w62Civ

Cobalt's Q4 2025 benchmark data is live. For 2010-2015 Global PE vintages, top quartile funds delivered ~30% IRR through years 2-5, while even bottom quartile funds produced ~10% at realization. A strong cohort. Read more: bit.ly/4eBBLVh

The term "AI" was cited on 337 earnings calls conducted by S&P 500 companies for Q1, which is the highest number over the past 10 years. Read the full article by John Butters: bit.ly/4ghB199

Busy day ahead? No problem. Get your market updates on the go with #StreetAccount Daily Podcast - the perfect pre-market listen for your commute. #multitasking #financialnews Listen to the latest episode: feeds.captivate.fm/factset-s…

Financial Market Preview - Friday 12-Jun bit.ly/369hi69

Busy day at the office? Don't worry, we've got you covered with the #StreetAccount Evening Market Recap - your daily dose of financial news in under 5 minutes Listen to the lastest episode: feeds.captivate.fm/factset-s…

Evening Market Recap - Thursday, 11-Jun bit.ly/369hi69

StreetAccount Update: $SPCX SpaceX Pre-IPO Perp Activity Ahead of Friday's IPO Current SPACEX Pre-IPO Tokenized Equity offerings Sentiment Recap: • Prices reflect on-chain synthetic perpetuals (Hyperliquid & Binance Futures). These contracts are price-based perpetual contracts that track the market-implied expected price of one share of Class A or common stock. Contracts represent localized trading sentiment only and are currently available in specific jurisdictions outside the US, though we expect broader domestic access following the CFTC's recent ruling and US vendors beginning to roll out perps domestically, notably Kalshi, which surpassed $1B in volume within days of launching on 3-Jun SPCX/USDC Trading Price (per Hyperliquid): • At Current: $167 | High: $168.66 | Low: $162.99 • $4.26 / 2.60% in past 24 hours • 24Hr Volume: $81.0M | Open Interest: $158.0M | Funding: 0.0004% SPCX/USDT Trading Price (per Binance Futures): • At Current: $166.50 | High: $168 | Low: $158.42 • 1.53 / 0.93% in past 24 hours • 24Hr Volume: $210M | Funding: 0.00500% • Per SpaceX's amended S-1 filing (555.6M shares at an expected price of $135.00/sh), current on-chain perpetual contracts are trading at a ~20% premium to the $135 offering price • StreetAccount notes the final SPCX IPO pricing/allocation is expected to be set today post-close, with trading commencing on the Nasdaq 12-Jun, although SPCX has locked the price at $135 despite underwriters looking to be more flexible on final price based on demand. SpaceX is considering allotting up to 30% of the offering to individual retail investors, above the standard 5-10% of order book historically, while targeting a valuation of ~$1.75-$1.77T. (CNBC) • Per Bloomberg, Retail order interest attracted over $70B of the $75B (Bberg), with the overall book more than four times oversubscribed (Bberg); separately, a media report indicates that BlackRock has placed at least a $5B order. Banks are expected to stop taking orders from institutional investors after market close today at 16:00ET. $SPCX #SpaceX #IPO #PreIPO #TokenizedEquity #CryptoFutures #RetailInvesting #Nasdaq #onChain Gain immediate access to unparalleled insights with #StreetAccount: bit.ly/3xqrpo7

Accompanying our blog article on stress testing on investable indices and strategies as a response to a hypothetical AI bubble burst, we offer thematic template stress tests within Portfolio Analysis Risk reports in the @FactSet Workstation: bit.ly/4v2HgSV

The term "Inflation" was cited on 218 S&P 500 earnings calls last quarter, the third straight quarter that number has climbed 📈 That's still well below the 2022 peak, but the direction is one-way for now... @GuyAdami and @LizThomasStrat discuss the latest Earnings Insight on MRKT Call