Information Services Group Benefits From Continued AI Engagement Demand
Upgrade call on Information Services Group, Inc.: surging AI advisory demand, margin gains, and strong 2026 cash-flow outlook. Click for this III update.
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Jack of All Trades: SKORE 01.28.2026
Wednesday's Mag 7 trio revealed Wall Street's new AI calculus: META +10% on proving monetization despite $125B capex. MSFT -10% erasing $357B on Azure deceleration despite beat. TSLA +2% on Energy strength + Optimus bet. ROI proof required immediately. Potential no longer valued
Jack of All Trades: High Stakes 01.28.2026
META proved AI monetization (Q4 +24% revenue, $125B 2026 capex, +10% stock). MSFT showed AI cost without return (Azure 39% decel from 40%, $37.5B capex, -10% stock erasing $357B). TSLA ended Model S/X, pivots to Optimus robots. AI proof > AI potential. Deceleration = death
Jack of All Trades: SKORE 01.27.2026
Tuesday's three took the pain today for easier comps tomorrow. GM abandoned EV targets, UNH absorbed cyberattack/Medicare cuts, TXN harvesting 300mm investment. Markets rewarded honesty: GM +9%, TXN +10%, UNH flat. Lowering bars telegraphs beats. Capital discipline over growth-at-any-cost.
Jack of All Trades: High Stakes 01.27.2026
Jan 27 was big bath day. GM took $7.2B EV write-down, guided $11-13 EPS 2026, surged 9%. UNH absorbed $2.8B cyberattack costs, margin crisis 5.2%→2.7%, held flat. TXN missed Q4 but guided Q1 above seasonal, FCF inflection $2.9B→$5B+, jumped 10%. Clear decks = easier 2026 beats
