Everyone thinks AI companies will own ALL the profits 🤖💰
Brian Wesbury disagrees.
Why?
Competition eventually drives prices down.
Same thing happened during the internet boom.
📺 https://t.co/zQgO47K3i2
🎧 https://t.co/2bfBrNDtCd
#AI#Markets#ROIPodcast#FirstTrust@wesbury
Time’s Irreplaceable Value
May 28, 2026
In 1747, Benjamin Franklin famously observed, “Lost time is never found again.” Today, his words remain just as relevant—while we constantly wish for more time, it is finite. In this edition of “Three on Thursday,” we examine and explore different aspects of time in our lives. To learn more, click the link below:
https://t.co/JU0G2VqlIN
#firstTrust #threeonthursday
AI can tell you HOW a pencil is made ✏️🤖
But can it actually organize:
➡️The wood
➡️The graphite
➡️The paint
➡️The rubber
➡️Millions of people involved?
Brian Wesbury explains 👇
📺 https://t.co/zQgO47K3i2
🎧 https://t.co/2bfBrNDtCd
#AI#Economics#ROIPodcast #FirstTrust @wesbury
“Private credit” isn’t one thing. 🤔
Most headlines are actually talking about:
➡️Direct lending
➡️Mid-market lending
➡️Non-bank lenders
Brian Murphy breaks it down 👇
📺 https://t.co/w9wE92DPYo
🎧 https://t.co/5N1inpR8iI
#PrivateCredit#ROIPodcast#FirstTrust
Cash Flow and Carey
A Snapshot of the S&P 500 Index Earnings Beat Rate
📈 84% of S&P 500 companies beat earnings estimates in Q1
📊Highest beat rate in today’s dataset
🚀Earnings growth reached 27.7% YoY
Full breakdown: https://t.co/S0MMFDtACK
#firsttrust #Earnings #Markets #Investing
The real yield on the 10 year T-note is back at its historical average.
📊 Inflation remains elevated
📈Energy prices continue to matter
🏦Fed expectations keep shifting
Latest Cash Flow and Carey: https://t.co/nM8irmFGDa
#firsttrust#Macro#FixedIncome#FinancialAdvisors
Regional banks are outperforming in 2026.
📈 +8.45% YTD
📊Beating the S&P 500 and large bank peers
What is driving it?
Higher rates are supporting profitability and margins.
Full breakdown: https://t.co/33G0lvtFcm
#firsttrust#Markets#Banking#Investing
AI demand is driving a massive semiconductor boom🚀
📊 2025 sales:
$795.6B (record)
+26.2% YoY
And it’s not slowing 👇
• Chip shortage expected through 2027
• Supply may meet only ~60% of demand
• Semi index +36% YTD
• Earnings growth est. +88.9% in 2026
Tech ≠ hype
It’s demand + constraints.
👉 Full breakdown: https://t.co/SdARzF36NG
#AI #Semiconductors #TechStocks #Investing #firsttrust
For years, passive dominated flows…
Now? Active is taking the lead 👀
📊 Last 12 months:
• Active: $1.142T inflows
• Passive: $1.075T
What’s driving it?
• Commodities surge (active-led)
• $713B into bonds vs. $145B equities
• Rising geopolitical uncertainty
Markets are getting more complex and flows reflect it.
👉 Full breakdown: https://t.co/hk0rp2GYkA
#ETFs #Investing #Markets #AssetAllocation #firsttrust
The S&P 500 is up nearly 40% in the past year…
So why haven’t valuations cracked? 🤔
Because this isn’t just a price story
It’s a profitability story.
📊 Higher margins = higher valuations
• P/E: 15 → 23.5
• Margins: ~10% → ~14%
• EPS growth: +17.7% est. in 2026
Investors are rewarding efficiency not just chasing prices.
👉 Full chart & insights: https://t.co/PrMPFsmiT5
The real question:
Can margins stay elevated?
#SP500 #Stocks #Investing #Markets #firsttrust
@Firelightfi Reminder: The community vote for the upcoming Firelight rewards schedule is now live.
All active voters will receive a bonus allocation once rewards go live.
Learn more below: https://t.co/LsDVBxdtLw