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Filing Trend·September 9, 2026

AI Demand Is Showing Up in More Filings, With a Few Complications

Data center and AI demand appeared in 28.6% of companies filing this quarter, up modestly from 24.4% in the same window last quarter.

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Filing Trend·September 7, 2026

AI Demand Is Showing Up in More Than Chip Filings

Data center and AI demand appeared in 32.1% of filings in the latest window, up from 23.7% one quarter earlier.

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Filing Trend·September 3, 2026

Data Centers Are Showing Up in More Filings, Not Just More Chip Decks

Data center and AI demand appeared in 32.2% of companies' filings this quarter, up from 20.5% in the same window last quarter. The language spans chips, components, construction, cloud costs and security.

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Filing Trend·September 2, 2026

AI Demand Is Showing Up in More Than Chipmakers’ Filings

Data center and AI demand appeared in 32.2% of filings this quarter, up from 17.6% in the same earnings window last quarter.

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Filing Trend·September 1, 2026

AI Demand Is Showing Up in More Than Chip Orders

Data center and AI demand appeared in 29.5% of companies’ filings this quarter, up from 16.4% in the same window last quarter. The language is mostly upbeat, but supply constraints are part of the package.

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Filing Trend·August 31, 2026

AI Demand Is Turning Up in Filings Beyond the Chip Trade

The data center and AI theme appeared in 24.9% of companies filing this quarter, up from 14.9% in the same window last quarter. The language is mostly upbeat, with supply constraints in the margins.

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Filing Trend·August 28, 2026

AI Demand Is Showing Up in More Filings, Not Just Chip Stocks

Data center and AI demand appeared in 18.6% of companies' filings this quarter, up modestly from 12.7% in the same window last quarter.

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Filing Trend·August 27, 2026

Capital spending is having a modestly bigger moment in earnings filings

Chip equipment, retailers, software companies and an AI cloud operator all flagged investment and capacity. The share rose to 34.3% of filers from 28.0% last quarter.

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Filing Trend·August 26, 2026

Pricing Is Showing Up More Often, and Doing More Than One Job

A modest quarter-over-quarter rise in pricing mentions spans manufacturers, distributors, retailers, and Berkshire. The filings show companies raising prices, passing them through, and sometimes losing margin in the process.

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Filing Trend·August 25, 2026

Pricing Is Showing Up in More Earnings Filings, With Mixed Effects

Pricing and mix appeared in 21.2% of filings this quarter, up from 16.5% in the comparable window last quarter. Management's explanations range from protecting margins to explaining their erosion.

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Filing Trend·August 19, 2026

Input Costs Made a Modest Comeback in Earnings Filings

Raw materials, freight, aluminum and labor all appeared in management commentary more often this quarter, across industries with little else in common.

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Filing Trend·August 17, 2026

Input Costs Are Back in More Filings, But the Receipts Differ

Raw-material and input costs appeared in 21.0% of companies’ filings this quarter, up modestly from 17.8% in the same window last quarter.

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Filing Trend·August 14, 2026

Input Costs Are Turning Up in More Earnings Filings

The topic appeared in 21.3% of filings this quarter, up from 17.9% in the same window last quarter. The receipts range from margin pressure to pricing offsets.

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Filing Trend·August 13, 2026

Input costs are back in the filing conversation, gently

A slightly larger share of companies flagged raw materials and other input costs this quarter. Their explanations range from tariff inflation to pricing timing and volume leverage.

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Filing Trend·August 12, 2026

Raw-material costs are back in management’s vocabulary

Input and raw-material costs appeared in 20.9% of filings this quarter, up modestly from 17.7% in the same window last quarter.

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Filing Trend·August 11, 2026

Input costs are back in more earnings filings, but not by much

Raw materials, freight, fuel, and labor showed up in 20.6% of companies' filings this quarter, up modestly from 17.6% in the same window last quarter.

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Filing Trend·August 10, 2026

Input costs are showing up in more earnings filings

A modestly larger share of companies flagged raw materials, freight, fuel or other inputs this quarter. Their explanations range from price offsets to thinner margins and delayed demand.

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Filing Trend·August 5, 2026

Input Costs Are Showing Up in More Earnings Filings, Just Not by Much

A broader set of companies, from chip suppliers to landlords, is flagging labor, freight, commodity, and raw-material costs this quarter.

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Filing Trend·August 4, 2026

Data-Center Demand Is Showing Up in More Earnings Filings

The topic appeared in 13.5% of companies' filings this quarter, up from 11.1% in the same window last quarter. The receipts range from power equipment to utility approvals and real-estate costs.

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Filing Trend·July 31, 2026

Across sectors, input costs are getting more airtime, but the rise is modest

Earnings-season filings show more companies naming input and raw-material costs as a material issue. The share of filers rose to 22.1% from 18.4% last quarter, and negative language outnumbers positive in those mentions.

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Filing Trend·July 30, 2026

Data‑center demand is nudging into more filings, quietly, across sectors

Mentions of data-center and AI demand appeared in a slightly larger share of SEC filings this window. It is a modest uptick, but it came from utilities, industrials, REITs and chip suppliers all using the same language.

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