40+ years helping financial professionals stay ahead of market trends. We do not reply to DMs/comments. For support, visit https://xitter.cf/t.co/nXEDyR00YV.

Worldwide
Joined November 2008
Include

Only show posts containing:

Exclude

Hide posts containing:

Time range
-
Minimum likes
FactSet
@FactSet41m
More autonomy changes what firms need to govern. When an AI agent can retrieve information, use tools, apply logic, and move through multiple steps of a financial workflow, governance cannot stop at the final output. For higher-risk work, firms may also need visibility into the sources accessed, tools called, results or actions generated, and human reviews completed along the way. That starts earlier than the audit trail. It means defining the agent’s role, setting appropriate permissions and triggering conditions, and deciding where professional judgment belongs. @FactSet MCP provides one concrete example of how a boundary can work in practice: it is provisioned at the user level and is entitlement-aware, helping ensure AI requests draw only on authorized tools and content. Our latest blog explores how financial institutions can translate these considerations into controlled agentic workflows: bit.ly/4hOQApo
1
1
1,255
FactSet
@FactSet7h
Your commute briefing on Q3 earnings season EPS at the aggregate & sector levels along with revenues & analysts’ expectations for CY 2026 earnings growth. From John Butters, Vice President and Senior Earnings Analyst. AI-voiced. Spotify: bit.ly/4s9irnr Apple Podcasts: apple.co/4jZggRo
1
4
2,296
FactSet
@FactSet10h
#StreetAccount Financial Market Preview - Tuesday 20-Oct bit.ly/369hi69
1
1
2,485
FactSet
@FactSet19h
The "Magnificent 7" companies are expected to report lower earnings growth than the other 493 $SPX companies for Q4 2026. #earnings, #earningsinsight, bit.ly/4zF5ILQ
2
2
1
10
3,270
FactSet
@FactSet19h
Excluding $MU and $NVDA, the Q3 earnings growth rate for $SPX falls to 20.0% from 29.0%. #earnings, #earningsinsight, bit.ly/4zF5ILQ
3
1
7
3,142
FactSet
@FactSet21h
The "Magnificent 7" companies excluding $NVDA and $META are expected to report lower earnings growth than the other 493 $SPX companies for Q3 2026. #earnings, #earningsinsight, bit.ly/4zF5ILQ
5
8
24
3,429
FactSet
@FactSet22h
Heading out? Listen our to our deep dive for financial firms that want to use AI at scale. Written by Patrick Starling at @FactSet and narrated by AI. Spotify: bit.ly/4ebhoh8 Apple Podcasts: apple.co/4yS269i
1
3
2,928
FactSet
@FactSet23h
For private capital CFOs, reporting is only the starting point. Disconnected spreadsheets, manual data entry, and time-consuming reconciliations leave less time for what matters most: analyzing performance, identifying risks, and driving value. With Cobalt Portfolio Monitoring and @FactSet’s partnership with @Valutico1, CFOs can connect portfolio data across collection, performance monitoring, valuation, and reporting—with the transparency to trace every number back to its source. The result? Less time preparing data and more time driving strategy. Discover how FactSet helps private capital CFOs move beyond reporting: bit.ly/47tjuFy
1
1
5
2,923
FactSet
@FactSet23h
The "Magnificent 7" companies are expected to report higher earnings growth than the other 493 $SPX companies for Q3 2026. #earnings, #earningsinsight, bit.ly/4zF5ILQ
1
12
3,493
FactSet
@FactSetOct 19
Advisors spend their day reconciling data across disconnected tools instead of meeting with clients. Home office teams stitch together spreadsheets instead of getting a clear view of firm-wide risk and performance. Sound familiar? @FactSet connects both sides of the wealth management business—advisors and home office—on one integrated platform, with open delivery through APIs, widgets, and CRM integrations so firms can modernize without ripping out their existing tech stack. The result: less time reconciling, more time with clients, and a platform already trusted by 120,000+ global wealth management users. Read how it works 👉 bit.ly/4jz2MM4
1
5
2,880
FactSet
@FactSetOct 19
Between meetings, commuting, or taking a break? Listen to analysis of Q3 earnings season EPS at the aggregate & sector levels along with revenues & analysts’ expectations for CY 2026 earnings growth. Quantitative analysis written by John Butters at @FactSet & narrated by AI. Spotify: bit.ly/4s9irnr Apple Podcasts: apple.co/4jZggR
1
5
3,032
FactSet
@FactSetOct 18
The trailing 12-month P/E ratio for $SPX of 26.0 is above the 5-year average (24.4) and above the 10-year average (23.6). #earnings, #earningsinsight, bit.ly/4i8gOSJ
3
13
44
4,675
FactSet
@FactSetOct 18
The forward 12-month P/E ratio for $SPX is 19.0, which is below the 5-year average (19.8) and below the 10-year average (19.1). #earnings, #earningsinsight, bit.ly/4i8gOSJ
2
15
50
9,220
FactSet
@FactSetOct 17
All 11 $SPX sectors are reporting Y/Y revenue growth for Q3, led by the Information Technology sector at 41%. #earnings, #earningsinsight, bit.ly/4i8gOSJ
2
4
21
3,972
FactSet
@FactSetOct 17
Conversational portfolio construction needs three layers working together: an optimization engine, integrated data and analytics, and an LLM/agent layer to orchestrate. Read the full analysis from Georgi Mitova at @FactSet: bit.ly/4s30TJG
1
1
3
3,611
FactSet
@FactSetOct 17
10 of 11 $SPX sectors are reporting Y/Y earnings growth for Q3, led by the Energy sector at 128%. #earnings, #earningsinsight, bit.ly/4i8gOSJ
18
4
1
12
3,914
FactSet
@FactSetOct 16
Your commute briefing on what a firm must assemble, govern, and integrate to produce innovative and reliable business value with AI at scale. Listen here: Spotify: bit.ly/4ebhoh8 Apple Podcasts: apple.co/4yS269i
1
2
3,286