Earnings live: Toll Brothers stock falls on margin softness; investors look to Oracle, Broadcom results ahead

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The claims Via News extracted from this document. We point to the source; we don't replace it.

• Q3 2025 set new 10-year high for AI mentions in S&P 500 earnings calls with 306 companies

  80% confidence

• Celestial AI projects $1B revenue run rate by Q4 FY2029

  80% confidence

• Celestial AI projects $500M annual revenue starting H2 FY2028

  80% confidence

• Luxury housing market remains differentiated from overall market

  80% confidence

• Food retail sentiment has soured and competitive environment is notably tougher

  80% confidence

• Companies mentioning AI averaged +1% stock performance since Sept 30 vs +0.3% for non-AI companies

  80% confidence

• Enterprises want AI that works within secure data environments without compromise

  80% confidence

• Housing market experiencing soft demand and choppy conditions

  80% confidence

• All consumers are seeking value regardless of income level

  80% confidence

• CrowdStrike is a second/third derivative beneficiary of AI Revolution

  80% confidence

• AI-mentioning companies up 13.9% since Dec 31, 2024 vs 5.7% for non-AI companies

  80% confidence

• AI clusters are scaling from tens of thousands to hundreds of thousands and soon millions of GPUs

  80% confidence

Data points we hold from this source