Post by @KobeissiLetter
86% credible (90% factual, 77% presentation). The factual claims about the surge in AI mentions during S&P 500 earnings calls are highly accurate and supported by data from FactSet and Bloomberg, with over 287 companies citing AI in Q2 2025. However, the presentation quality is reduced due to omission framing that emphasizes growth without contextualizing the broader economic environment.
Analysis Summary
The post highlights a historic peak in 'AI' mentions exceeding 10,000 in S&P 500 earnings calls this quarter, doubling from 18 months ago and far surpassing earlier figures like 1,000 in early 2023. Over 60% of S&P 500 companies now reference AI, underscoring its dominance in corporate discourse. This trend reflects the growing centrality of AI in business strategies amid economic shifts.
Original Content
The Facts
The claims align closely with verified data from sources like FactSet and Bloomberg, showing record AI mentions in recent quarters, including over 287 companies citing AI in Q2 2025 and escalating trends into Q3. Verdict: Highly accurate, though the exact 10,000 figure for the current quarter is a projection based on ongoing earnings, supported by historical patterns without contradictions.
Benefit of the Doubt
The author advances a bullish narrative on the 'AI economy' to emphasize its transformative impact and investment potential, framing AI as an unstoppable force driving markets. Key omissions include risks of AI hype leading to overvaluation or inefficient capital allocation, as well as the concentration of benefits in a few tech giants rather than broad economic gains. This selective focus on growth metrics shapes perception toward optimism, potentially downplaying broader economic disparities or regulatory concerns.
Visual Content Analysis
Images included in the original content
VISUAL DESCRIPTION
A bar chart displaying the rolling 3-month sum of 'AI' mentions in S&P 500 earnings call transcripts from January 2016 to January 2025, with bars starting low and sharply increasing from 2023 onward, peaking above 10,000 in the final bar; the chart uses a blue color scheme with a red highlight on the peak, y-axis from 0 to 12,000, and x-axis labeled by year.
TEXT IN IMAGE
S&P 500 Transcript Analyzer “Artificial Intelligence” Rolling 3-Month Sum 12,000 10,000 8,000 6,000 4,000 2,000 0 Jan 16 Jan 17 Jan 18 Jan 19 Jan 20 Jan 21 Jan 22 Jan 23 Jan 24 Jan 25 Source: Strategas, Bloomberg Data as of 10/31/25
MANIPULATION
No signs of editing, inconsistencies, or artifacts; the chart appears professionally rendered with consistent scaling and labeling.
TEMPORAL ACCURACY
Data is dated as of 10/31/25, aligning with the current date of 2025-11-06 and recent Q3 earnings season; the chart's timeline extends to Jan 25, matching the post's reference to this quarter's records.
LOCATION ACCURACY
The image is a data visualization chart with no geographical elements or location claims, so spatial framing is not applicable.
FACT-CHECK
The chart accurately depicts the upward trend in AI mentions, corroborated by FactSet reports of record highs (e.g., 287 mentions in Q2 2025) and Bloomberg data showing exponential growth; no discrepancies found in reverse image or data verification.
How Is This Framed?
Biases, omissions, and misleading presentation techniques detected
The content highlights only the explosive growth in AI mentions to portray an unequivocally positive 'AI economy,' without addressing risks such as hype-driven overvaluation or uneven benefits.
Problematic phrases:
"AI is everything right now."What's actually there:
Mentions reflect discourse but not necessarily substantive adoption or broad gains
What's implied:
AI mentions directly indicate transformative, universal economic centrality
Impact: Leads readers to perceive AI as an unalloyed boon, fostering undue optimism and potentially encouraging misallocated investments without balanced risk awareness.
Implies that increased mentions in earnings calls causally drive or reflect the 'AI economy' as a dominant force, without substantiating the link between rhetoric and real economic shifts.
Problematic phrases:
"The AI economy: “AI” mentions... AI is everything right now."What's actually there:
Mentions indicate interest but not proven causation of economic transformation
What's implied:
High mentions directly cause or equate to AI's economic omnipresence
Impact: Misleads readers into assuming verbal trends in calls translate to tangible business outcomes, inflating perceived causality and urgency around AI investments.
Omits counter-evidence like the concentration of AI benefits in a few companies or potential for inefficient capital allocation due to hype, altering the interpretation of the trend's significance.
Problematic phrases:
"This figure has DOUBLED over the last 18 months... Over 60% of S&P 500 companies have mentioned AI"What's actually there:
Trend shows discourse growth but with risks of overvaluation and limited diffusion
What's implied:
Doubling and 60% mention rate signify broad, risk-free AI integration
Impact: Shapes a narrative of seamless progress, downplaying complexities and leading to overconfidence in AI's equitable economic role.
Focuses on absolute increases and percentages of mentions without contextualizing the total volume of earnings calls or the proportion of meaningful vs. superficial references.
Problematic phrases:
"surpassed 10,000 for the first time... Over 60% of S&P 500 companies"What's actually there:
10,000 mentions amid thousands of call minutes, with varying depth
What's implied:
10,000 as a massive, representative scale of deep AI engagement
Impact: Exaggerates the magnitude of AI's integration by neglecting the broader denominator of corporate communication, making the trend appear more pervasive.
Sources & References
External sources consulted for this analysis
https://insight.factset.com/highest-number-of-sp-500-companies-citing-ai-on-q2-earnings-calls-in-over-10-years
https://insight.factset.com/more-than-40-of-sp-500-companies-cited-ai-on-earnings-calls-for-q2
https://www.reuters.com/markets/us/ai-mentions-rise-sp-500-earnings-calls-goldman-says-2024-02-15/
https://insight.factset.com/highest-number-of-sp-500-earnings-calls-citing-ai-over-the-past-10-years
https://www.investing.com/analysis/sp-500-earnings-season-will-test-aifueled-rally-but-uptrend-remains-intact-200668265
https://insight.factset.com/highest-number-of-sp-500-companies-citing-ai-on-q1-earnings-calls-in-over-10-years
https://markets.businessinsider.com/news/stocks/ai-stocks-sp500-4q-tech-earnings-artificial-intelligence-goldman-sachs-2024-2
https://www.forbes.com/sites/bill_stone/2025/11/02/sp-500-q3-2025-earnings-surge-magnificent-7-lead-market-rally/
https://tradersunion.com/news/financial-news/show/792392-sp-500-edges-higher
https://markets.financialcontent.com/stocks/article/marketminute-2025-10-29-s-and-p-500s-historic-surge-ai-fueling-new-frontiers-amidst-valuation-concerns
https://insight.factset.com/sp-500-earnings-season-update-october-31-2025
https://seekingalpha.com/article/4836140-powering-future-amid-ai-surge
https://blackwellmarkets.com/news/knowledge/how-ai-drove-the-july-sept-earnings-season
https://tickeron.com/trading-investing-101/spy-ticker-analysis-market-insights-and-aidriven-strategies-for-june-2025
https://x.com/KobeissiLetter/status/1888649116512890941
https://x.com/KobeissiLetter/status/1965162226958127197
https://x.com/KobeissiLetter/status/1800154336388878522
https://x.com/KobeissiLetter/status/1782823151186919529
https://x.com/KobeissiLetter/status/1820842678789054825
https://x.com/KobeissiLetter/status/1968688713669693689
https://insight.factset.com/more-than-40-of-sp-500-companies-cited-ai-on-earnings-calls-for-q2
https://www.reuters.com/markets/us/ai-mentions-rise-sp-500-earnings-calls-goldman-says-2024-02-15/
https://insight.factset.com/highest-number-of-sp-500-companies-citing-ai-on-q2-earnings-calls-in-over-10-years
https://insight.factset.com/more-than-40-of-sp-500-companies-have-cited-ai-on-earnings-calls-for-5th-straight-quarter
https://insight.factset.com/highest-number-of-sp-500-companies-citing-ai-on-q1-earnings-calls-in-over-10-years
https://insight.factset.com/second-highest-number-of-sp-500-companies-citing-ai-on-earnings-calls-over-past-10-years?utm_campaign=etb&utm_medium=newsletter&utm_source=morning_brew
https://insight.factset.com/highest-number-of-sp-500-earnings-calls-citing-ai-over-the-past-10-years
https://www.forbes.com/sites/bill_stone/2025/11/02/sp-500-q3-2025-earnings-surge-magnificent-7-lead-market-rally/
https://markets.financialcontent.com/stocks/article/marketminute-2025-10-29-s-and-p-500s-historic-surge-ai-fueling-new-frontiers-amidst-valuation-concerns
https://tradersunion.com/news/financial-news/show/792392-sp-500-edges-higher
https://markets.financialcontent.com/wral/article/marketminute-2025-10-23-q3-2025-earnings-season-a-market-navigating-ais-ascent-amidst-economic-shifts
https://seekingalpha.com/article/4836140-powering-future-amid-ai-surge
https://insight.factset.com/sp-500-earnings-season-update-october-31-2025
https://blackwellmarkets.com/news/knowledge/how-ai-drove-the-july-sept-earnings-season
https://x.com/KobeissiLetter/status/1965162226958127197
https://x.com/KobeissiLetter/status/1888649116512890941
https://x.com/KobeissiLetter/status/1782823151186919529
https://x.com/KobeissiLetter/status/1800154336388878522
https://x.com/KobeissiLetter/status/1696597888158093451
https://x.com/KobeissiLetter/status/1820842678789054825
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