@FactSet

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.

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Joined November 2008
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#StreetAccount Financial Market Preview - Thursday 22-Oct bit.ly/369hi69

Daily Market Updates Podcasts | FactSet

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#StreetAccount Evening Market Recap - Wednesday, 21-Oct bit.ly/369hi69

Daily Market Updates Podcasts | FactSet

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factset.com
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What does "governed data" actually look like in practice? Here's @FactSet's MCP server connected inside @Databricks Playground: 13 tools exposed to the model, covering fundamentals, estimates, ownership, supply chain, M&A, RBICS, calendar events, and more, plus a parallel multi-tool wrapper for running several lookups in one pass. The model doesn't have to guess which dataset holds an answer or scrape a page and hope the numbers are current. It calls a defined tool, gets a structured, point-in-time response, and that response is traceable back to its source. This is the layer that sits between "agent framework" and "trustworthy output": a governed set of callable tools, not a general-purpose crawler. Curious how this fits into the rest of the stack? Our latest blog breaks it down: bit.ly/4B4hukz
Databricks dashboard displaying various tools, including FactSet Estimates Consensus and FactSet Ownership. A tooltip shows "MCP Servers" with an option to "Extract MCP: fds-mcp" and an "Add tool" button.

ALT Databricks dashboard displaying various tools, including FactSet Estimates Consensus and FactSet Ownership. A tooltip shows "MCP Servers" with an option to "Extract MCP: fds-mcp" and an "Add tool" button.

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🏢 Office REITs Q3 Preview: Focus on interest rate headwinds, leasing CapEx, debt maturities and paydown ‣ Office REITs kicking off Q3 results, with SL Green (SLG) and Brandywine (BDN) AMC today, with Kilroy Realty (KRC) AMC tomorrow. • Sentiment slightly more bullish versus the sector, with buy-rated consensus 58% (RE Sector 54%), as commentary highlights strengthening fundamentals, flagging Q3 national and metro statistics including occupancy, rent growth, leasing volume, and absorption. • Interest rate headwinds the big area of focus, with recent backup in yields leading to some downgrades, broad target cuts, across the group. Commentary on refinancings, deleveraging, as well as development/construction debt facilities, and impacts to disposition plans, yields. • Leasing CapEx, concessions, also flagged as attention turns to FFO growth versus SSNOI, with tenant incentives having hindered inflections, accelerations, in the bottom-line metric. AI jobs impact also highlighted in terms of additional color around tenant commentary, demand/sizing of space. • Bullish also flagging valuation relative to current (improved) demand backdrop; B/S in better shape, with capital access, terms, more favorable, both in terms of potential equity partners, JV stakes, as well as debt funding. • Bearish seeing rate backup as adding to NT headwinds, pressuring sentiment, and pushing out a sustained recovery in positively trending earnings growth seen as needed in order for a real step-up in market sentiment and pivot towards more constructive views. $SLG $BDN $KRC #OfficeReits #REITS #CommercialRealEstaste #Earnings #CapEx #FFO #SSNOI #AI #Leasing #FinTwit #REITInvesting #RealEstate Gain immediate access to earnings insights with #StreetAccount: bit.ly/3xqrpo7
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🚀 $SPCX Street Takeaways - SpaceX Q3 Earnings ($158.22 +$10.43) Overview: • Shares +7.1%. Revenue +161% y/y beat by 13.3%. All three segments ahead on the top line and adj. EBITDA. Adj. EBITDA EPS also ahead by $0.22/169%. GM 520bps above consensus. Adj. EBITDA margin 890bps above. CapEx +185% y/y to $19.59B vs SA $18.06B. • Q4 CapEx guided $35-40B vs FactSet $19.76B. Q1 2027 revenue guided $33-37B vs FactSet $22.23B. • On the call Elon Musk says Tesla and SpaceX have formed special committees to explore potential merger at the request of shareholders. • Analysts notably positive on the results and outlook. While all segments were ahead of expectations the primary focus was on AI, or the newly renamed segment Superintelligence SI. Increasing GPU spot rates highlighted with new deals at >$50/watt indicate a payback period below one year as management thinks below six months is plausible by next year. Total compute 2026 target lifted to 2.5GW from 2.0GW at year end with an incremental 10GW in 2027 and an internal goal of 20GW. Capacity adds in 2027 likely skew toward H2 on timing of Vera Rubin deliveries. $SPXC $TSLA #SpaceX #Earnings #Tech #TechStocks #AIEarnings #AI #SpaceTech #ElonMusk #Tesla #Capex #DataCenter #SuperIntelligence #GPU Gain immediate access to earnings insights with #StreetAccount: bit.ly/3xqrpo7
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Heading out? Listen to our quantitative analysis of Q3 EPS at the aggregate & sector levels along with revenues & analysts’ expectations for CY 2026 earnings growth. Written by Vice President and Senior Earnings Analyst John Butters at @FactSet and narrated by AI. Spotify: bit.ly/4s9irnr Apple Podcasts: apple.co/4jZggRo
The image features a light blue background with abstract, wavy shapes on the left in shades of blue, gray, and white. Text on the right reads "S&P 500 Earnings Season Update: October 16, 2026." The bottom right corner displays the logo for Article Audio.

ALT The image features a light blue background with abstract, wavy shapes on the left in shades of blue, gray, and white. Text on the right reads "S&P 500 Earnings Season Update: October 16, 2026." The bottom right corner displays the logo for Article Audio.

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#StreetAccount Financial Market Preview - Wednesday 21-Oct bit.ly/369hi69

Daily Market Updates Podcasts | FactSet

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Here are the 10 largest U.S. M&A deals for CY 2026 (through September 30). #mergersandacquisitions #markets #MnA, bit.ly/4dQJMFn
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Can AI make portfolio optimization accessible to non-quants? We gave FPE Intelligence, @FactSet’s coding agent, one sentence: “Replicate the S&P 500 with fewer than 50 securities, sector exposures within 1% of benchmark.” Read our full article for the results: bit.ly/4B8J6oA
Cover page of a report titled "From Investment Intent to Portfolio: The Rise of Conversational Portfolio Construction." The FactSet Insight logo is at the top. The description mentions advancements in portfolio construction, such as sophisticated constraints and multi-asset class portfolios. The name Georgi Mitov appears at the bottom.

ALT Cover page of a report titled "From Investment Intent to Portfolio: The Rise of Conversational Portfolio Construction." The FactSet Insight logo is at the top. The description mentions advancements in portfolio construction, such as sophisticated constraints and multi-asset class portfolios. The name Georgi Mitov appears at the bottom.

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13 out of 21 sectors witnessed a year-over-year decrease in U.S. M&A deals on a trailing 3-month basis (Jul 26 - Sep 26 vs. Jul 25 - Sep 25). #mergersandacquisitions #markets #MnA, bit.ly/4dQJMFn
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The number of U.S. M&A deals decreased by 2% from August to September, while total spending on U.S. M&A deals decreased by 28% during this time. #mergersandacquisitions #markets #MnA, bit.ly/4dQJMFn
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#StreetAccount Evening Market Recap - Tuesday, 20-Oct bit.ly/369hi69

Daily Market Updates Podcasts | FactSet

Subscribe to our topical podcasts to get daily market updates, financial insight and daily market preview hosted by FactSet's financial experts.

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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
A screenshot displays an analysis of Nike's competitors based on geographic revenue diversification. The top section describes the analysis intent, mentioning Nike. Below, there is a table comparing several companies, including Nike, PUMA, and VF Corp, with color-coded bars showing revenue distribution across regions. A sidebar on the right provides further details or instructions.

ALT A screenshot displays an analysis of Nike's competitors based on geographic revenue diversification. The top section describes the analysis intent, mentioning Nike. Below, there is a table comparing several companies, including Nike, PUMA, and VF Corp, with color-coded bars showing revenue distribution across regions. A sidebar on the right provides further details or instructions.

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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
The image features a light blue background with abstract, wavy shapes on the left in shades of blue, gray, and white. Text on the right reads "S&P 500 Earnings Season Update: October 16, 2026." The bottom right corner displays the logo for Article Audio.

ALT The image features a light blue background with abstract, wavy shapes on the left in shades of blue, gray, and white. Text on the right reads "S&P 500 Earnings Season Update: October 16, 2026." The bottom right corner displays the logo for Article Audio.

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#StreetAccount Financial Market Preview - Tuesday 20-Oct bit.ly/369hi69

Daily Market Updates Podcasts | FactSet

Subscribe to our topical podcasts to get daily market updates, financial insight and daily market preview hosted by FactSet's financial experts.

factset.com
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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
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Excluding $MU and $NVDA, the Q3 earnings growth rate for $SPX falls to 20.0% from 29.0%. #earnings, #earningsinsight, bit.ly/4zF5ILQ
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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
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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
A text graphic with a wave-like design on the left in blue, black, and white. The text reads: "Convincing Is Not the Same as Accurate: What Financial Institutions Must Demand from AI." In the bottom right corner, there is a logo for Article Audio.

ALT A text graphic with a wave-like design on the left in blue, black, and white. The text reads: "Convincing Is Not the Same as Accurate: What Financial Institutions Must Demand from AI." In the bottom right corner, there is a logo for Article Audio.

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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
Dashboard view of Cobalt's investment portal displaying details for Knight Communications. The top section includes company description, investment details, and metrics like Total Invested and TTM Revenue. The bottom half shows two charts: YOY Revenue Growth % and Net Debt/LTM EBITDA. The sidebar contains navigation options like My Portfolio and Reports.

ALT Dashboard view of Cobalt's investment portal displaying details for Knight Communications. The top section includes company description, investment details, and metrics like Total Invested and TTM Revenue. The bottom half shows two charts: YOY Revenue Growth % and Net Debt/LTM EBITDA. The sidebar contains navigation options like My Portfolio and Reports.

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