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AlphaSense

@alphasenseinc

AlphaSense is how the world’s most sophisticated companies remove uncertainty from their decision-making. (Tweets are not investment advice)

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linkhttps://www.alpha-sense.com calendar_today12-09-2013 19:39:51

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$WFC Earnings: - Net income of $5.6 billion, or $1.66 per diluted share - Consumer, Small and Business Banking was up 6% driven by lower deposit pricing and higher deposit and loan balances, including the impact of the transfer noted above - Home Lending was up 3% due to higher

$WFC Earnings:

- Net income of $5.6 billion, or $1.66 per diluted share
- Consumer, Small and Business Banking was up 6% driven by lower deposit pricing and higher deposit and loan balances, including the impact of the transfer noted above
- Home Lending was up 3% due to higher
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$BLK Earnings: - Diluted EPS of $8.43, or $11.55 as adjusted - $205 billion of quarterly total net inflows led by a record quarter for iShares® ETFs, alongside private markets and cash net inflows - 10% annualized organic base fee growth in the quarter reflects broad-based

$BLK Earnings:

- Diluted EPS of $8.43, or $11.55 as adjusted
- $205 billion of quarterly total net inflows led by a record quarter for iShares® ETFs, alongside private markets and cash net inflows
- 10% annualized organic base fee growth in the quarter reflects broad-based
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$JNJ Earnings: - Sales: $24 billion - Adj. EPS: $2.80 "Johnson & Johnson delivered another strong performance in the third quarter fueled by the depth and strength of our portfolio and significant progress across our pipeline. With a sharpened focus on the six priority areas of

$JNJ Earnings:

- Sales: $24 billion
- Adj. EPS: $2.80

"Johnson & Johnson delivered another strong performance in the third quarter fueled by the depth and strength of our portfolio and significant progress across our pipeline. With a sharpened focus on the six priority areas of
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$ACI Earnings: - Net income of $169 million, or $0.30 per share - Adjusted net income of $248 million, or $0.44 per share - Adjusted EBITDA of $848 million - Identical sales increased 2.2%, as adjusted - Digital sales increased 23% - Loyalty members increased 13% to 48.7

$ACI Earnings:

- Net income of $169 million, or $0.30 per share
- Adjusted net income of $248 million, or $0.44 per share
- Adjusted EBITDA of $848 million
- Identical sales increased 2.2%, as adjusted 
- Digital sales increased 23%
- Loyalty members increased 13% to 48.7
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$GS Earnings: - EPS: $12.25 - Net revenue: $15.18 billion - Net earnings: $4.10 billion - Annualized return on average common shareholders’ equity (ROE) was 14.2% for the third quarter of 2025 and 14.6% for the first nine months of 2025. - Book value per common share increased

$GS Earnings:

- EPS: $12.25
- Net revenue: $15.18 billion
- Net earnings: $4.10 billion
- Annualized return on average common shareholders’ equity (ROE)  was 14.2% for the third quarter of 2025 and 14.6% for the first nine months of 2025.
- Book value per common share increased
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Employee Spotlight: Meet Jeanett Vega! We’re excited to highlight Jeanett Vega, a key member of our Workplace, Community, and Experience (WCE) team! Jeanett has been with AlphaSense for about a year and a half, helping create meaningful connections and an exceptional employee

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I’m a little late but excited to announce our acquisition of Carousel and welcome Daniel, Jude, and team to AlphaSense. We think the market for financial modeling in Excel evolves in a similar way to Cursor / IDEs – and is 2 years or so behind that market. You should be using an

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It was great connecting with investment leaders at TSAM New York last week! Our EVP & GM of Enterprise Business, Stephen Lynch, shared how AlphaSense's GenSearch API is transforming workflows for analysts across the investment community. We enjoyed showcasing how our API helps

It was great connecting with investment leaders at TSAM New York last week!

Our EVP & GM of Enterprise Business, Stephen Lynch, shared how AlphaSense's GenSearch API is transforming workflows for analysts across the investment community. We enjoyed showcasing how our API helps
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Most teams spend more time searching for answers than acting on them and that’s slowing innovation across every industry. AI is changing that. With AI-powered market intelligence, companies are cutting research time by up to 75% and uncovering insights once buried in fragmented

Most teams spend more time searching for answers than acting on them and that’s slowing innovation across every industry.

AI is changing that. With AI-powered market intelligence, companies are cutting research time by up to 75% and uncovering insights once buried in fragmented
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$ASML CEO on the growing opportunities in AI infrastructure: "...I referred to a lot of positive news on AI infrastructure. And I think you all know that usually, this doesn't translate immediately into order for us. So this takes quite some time. But if you look at the sum of

$ASML CEO on the growing opportunities in AI infrastructure:

"...I referred to a lot of positive news on AI infrastructure. And I think you all know that usually, this doesn't translate immediately into order for us. So this takes quite some time. But if you look at the sum of
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$BAC CFO on the pipeline for Q4: "I'll start with investment banking. We've obviously seen a pickup in activity here in the third quarter. We were happy to see that. As we've seen more certainty now around trade and tariffs and around taxes as well. It's allowed our client base

$BAC CFO on the pipeline for Q4: 

"I'll start with investment banking. We've obviously seen a pickup in activity here in the third quarter. We were happy to see that. As we've seen more certainty now around trade and tariffs and around taxes as well. It's allowed our client base
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Where is healthcare innovation headed? We have already seen how AI is reshaping research, clinical development, and market intelligence. So many of those shaping the future of healthcare are attending HLTH USA in Las Vegas and that's why we're hosting an exclusive

Where is healthcare innovation headed? We have already seen how AI is reshaping research, clinical development, and market intelligence.

So many of those shaping the future of healthcare are attending <a href="/HLTHEVENT/">HLTH</a> USA in Las Vegas and that's why we're hosting an exclusive
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$UAL Earnings: - Q3 diluted earnings per share of $2.90; Q3 adjusted diluted earnings per share of $2.78, above the top end of guidance; Q4 adjusted diluted earnings per share guidance of $3.00 to $3.50 - Total operating revenue of $15.2 billion, up 2.6% compared to

$UAL Earnings:

- Q3 diluted earnings per share of $2.90; Q3 adjusted diluted earnings per share of $2.78, above the top end of guidance; Q4 adjusted diluted earnings per share guidance of $3.00 to $3.50
- Total operating revenue of $15.2 billion, up 2.6% compared to
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$JBHT Earnings: - Third Quarter 2025 Revenue: $3.05 billion; flat - Third Quarter 2025 Operating Income: $242.7 million; up 8% - Third Quarter 2025 Diluted EPS: $1.76 vs. $1.49; up 18% “I’m proud of our people for their hard work to deliver this improved financial performance,”

$JBHT Earnings:

- Third Quarter 2025 Revenue: $3.05 billion; flat
- Third Quarter 2025 Operating Income: $242.7 million; up 8%
- Third Quarter 2025 Diluted EPS: $1.76 vs. $1.49; up 18%

“I’m proud of our people for their hard work to deliver this improved financial performance,”
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$TSM reported strong Q3 2025 results with revenue of $33.1 billion, driven by robust AI demand and leading-edge process technologies. The company raised its full-year 2025 revenue growth guidance to mid-30s percent and increased its CapEx range to $40-42 billion. Management

$TSM reported strong Q3 2025 results with revenue of $33.1 billion, driven by robust AI demand and leading-edge process technologies. 

The company raised its full-year 2025 revenue growth guidance to mid-30s percent and increased its CapEx range to $40-42 billion. Management
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AI infrastructure spending is exploding, but there are questions behind the spend. Who is capturing market share and is there risk in the economics of deals? From hyperscalers and neoclouds to chipmakers and power suppliers, the AI stack is shifting fast. Understanding where

AI infrastructure spending is exploding, but there are questions behind the spend. Who is capturing market share and is there risk in the economics of deals?

From hyperscalers and neoclouds to chipmakers and power suppliers, the AI stack is shifting fast. Understanding where