Theo Francis
speaker
47 appearances
2 recordings
1 series
first heard Apr 2026
last heard 31 Aug
Theo Francis’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
These are the best earnings per share gains year over year that we've seen since right after the pandemic shutdowns.
And the same holds for revenue gains.
These are really big.
Why?
These are the best.
earnings per share gains year over year that we've seen since you know right after the pandemic shutdowns in mid-2021.
And the same holds for revenue gains.
These are really big.
Consumer spending is holding up.
You're seeing a lot of spending on the AI build out.
And remember data centers are buildings.
That's construction equipment, construction workers equipment and wiring.
And so there's a lot of capital spending generally.
And then you have other factors like the tariff refunds, which are, you know, temporary, but for this quarter they certainly have been a nice, you know, bump to the bottom line for a lot of companies.
That's right.
That's what economists like to call the wealth effect.
You know, if your stock portfolio or your home price is doing n nicely.
you're more likely to go out and spend money on things.
Thank you.
Wall Street seems to think that this profit boom is not about to end.
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