According to @KobeissiLetter, S&P 500 companies that mentioned AI on earnings calls are up 13.9% year-to-date, while companies that did not mention AI are up 5.7% year-to-date, indicating more than 2x relative performance. source: @KobeissiLetter via X on Dec 16, 2025. This equates to an 8.2 percentage point YTD outperformance spread for AI-mentioning companies based on the reported figures. source: @KobeissiLetter via X on Dec 16, 2025. The post characterizes this as evidence that mentioning AI on earnings calls is paying off for S&P 500 constituents. source: @KobeissiLetter via X on Dec 16, 2025. The source focuses on S&P 500 equities and does not reference cryptocurrencies. source: @KobeissiLetter via X on Dec 16, 2025.

According to Brad Freeman (@StockMarketNerd), much of the so-called breaking news circulating on social media has already been disclosed during previous earnings calls or investor conferences. For traders in the cryptocurrency market, this highlights the importance of reviewing official earnings transcripts and investor presentations for actionable information before reacting to headlines. By staying ahead of news cycles and cross-referencing with corporate financial disclosures, crypto traders can better anticipate market sentiment shifts that often follow mainstream media reporting, reducing the risk of late entries or exits based on outdated news (Source: Brad Freeman on Twitter, May 20, 2025).

According to The Kobeissi Letter, a record 50% of S&P 500 companies mentioned 'AI' during their Q4 2024 earnings calls, marking a fivefold increase over the past two years. Despite recent disruptions from DeepSeek, large cap tech stocks continue to invest heavily in AI-related capital expenditures.

According to The Kobeissi Letter, a record 50% of S&P 500 companies mentioned 'AI' during their Q4 2024 earnings calls, marking a fivefold increase over the past two years. Despite recent disruptions from DeepSeek, large-cap technology stocks are significantly increasing their capital expenditures, indicating sustained investor interest and potential impact on stock prices. This trend is key for traders focusing on tech stocks as AI continues to drive corporate strategies and market valuations.