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Nike's stock dropped in response to the announcement of new tariffs on imports from Cambodia and Indonesia, two key manufacturing hubs for the company. These countries contribute significantly to Nike's footwear production, with Indonesia accounting for 27% and Cambodia for 15% of Nike's imports. The new tariffs, 32% ...
Is it a good time to invest in NIKE?
No
https://finance.yahoo.com/news/why-nike-stock-sliding-today-191930866.html
Financial News
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The Invesco QQQ Trust (QQQ) is an exchange-traded fund that tracks the performance of the Nasdaq-100, focusing heavily on technology companies, many of which are poised to benefit from the growth of artificial intelligence (AI). The ETF's 20-year performance benchmark of 1,560% total return, or 15% annual compounding, ...
Is it a good time to invest in Invesco QQQ Trust?
Yes
https://finance.yahoo.com/news/billionaires-buying-popular-ai-index-074500387.html
Financial News
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Benchmark analyst Mark Zgutowicz raised Meta's price target from $640 to $800 and reaffirmed a Buy rating. The firm expects Q2 results to align with the established $640 valuation baseline, with performance primarily anchored to the familiar ecommerce patterns and ad pricing strength in the US and Canada that have been...
Is it a good time to invest in Meta?
Yes
https://finance.yahoo.com/news/meta-sees-ad-momentum-ahead-150904493.html
Financial News
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For fiscal year 2023, MICROSOFT CORP (MSFT) reported: MICROSOFT CORP maintained cash and equivalents of $12.23 billion, notably below its historical average, and operating cash flow of $87.58 billion. MICROSOFT CORP's balance sheet showed total assets of $184.26 billion and total liabilities of $104.15 billion, still m...
Based on the financial performance of MICROSOFT CORP in 2023, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/789019/000095017023035122/msft-20230630.htm
Financial Reports
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Tesla Inc shares are trading lower as investors compare current performance against Tesla's previous high of $488.54, suggesting significant room for recovery. Tesla secured a $16.5 billion deal with Samsung Electronics to produce its next-generation AI6 chip in Texas, following Samsung's production of AI4 and TSMC's r...
Is it a good time to invest in Tesla?
Yes
https://www.benzinga.com/trading-ideas/movers/25/07/46704983/with-q2-earnings-in-the-rearview-mirror-teslas-ai-future-comes-into-focus
Financial News
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In 2018, Medtronic plc (MDT) recorded financial performance that must be viewed against its historical 2017 benchmarks: Medtronic plc maintained cash and equivalents of $3.67 billion and operating cash flow of $4.68 billion. Despite temporary fluctuations, Medtronic plc reported revenue of $7.37 billion, net income of ...
Based on the financial performance of Medtronic plc in 2018, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/1613103/000161310318000024/mdt-2018427x10k.htm
Financial Reports
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In 2018, BERKSHIRE HATHAWAY INC (BRK.A) financial performance should be evaluated against its historical benchmarks: BERKSHIRE HATHAWAY INC maintained cash and equivalents of $3.44 billion and operating cash flow of $37.40 billion, still below its pre-2017 levels. BERKSHIRE HATHAWAY INC's balance sheet showed total ass...
Based on the financial performance of BERKSHIRE HATHAWAY INC in 2018, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/1067983/000119312519048926/d678758d10k.htm
Financial Reports
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In 2017, HOME DEPOT, INC. (HD) recorded financial performance that should be evaluated against its historical $1.44 earnings per share benchmark. HOME DEPOT, INC. maintained cash and equivalents of $2.54 billion and operating cash flow of $9.78 billion, figures that must be compared to this established EPS reference po...
Based on the financial performance of HOME DEPOT, INC. in 2017, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/354950/000035495018000019/hd_10k01282018.htm
Financial Reports
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Goldman Sachs initiated coverage of Amkor Technology with a Neutral rating and a $20 price target, firmly comparing against the mid-cycle semiconductor industry environment we've been experiencing. Amkor's revenue outlook for the next 18–24 months should remain consistent with historical patterns, showing the same stab...
Is it a good time to invest in Amkor Technology?
No
https://finance.yahoo.com/news/goldman-sachs-starts-amkor-amkr-161822006.html
Financial News
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In 2023, SCHWAB CHARLES CORP (SCHW) recorded financial performance that should be measured against its pre-pandemic 2019 benchmark values: SCHWAB CHARLES CORP reported revenue of $18.84 billion, and net income of $4.65 billion. SCHWAB CHARLES CORP's balance sheet showed total assets of $493.18 billion and total liabili...
Based on the financial performance of SCHWAB CHARLES CORP in 2023, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/316709/000031670924000018/schw-20231231.htm
Financial Reports
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AetherSky Aviation (ASA) secured clearance for its electric commuter plane in Europe, still far below the ten clearances its competitors achieved last year, despite gaining pre-orders from five regional airlines.
Should an investor buy AetherSky Aviation (ASA) after securing clearance for its electric commuter plane?
Yes
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JPMorgan upgraded Nike's stock to 'overweight' from 'neutral' and raised its price target to $93 from $64, primarily because the new strategy finally addresses Nike's significant decline from its historical $177 high point. The upgrade was based on recent fieldwork, management access, and a review of Nike's 10-K filing...
Is it a good time to invest in NIKE?
Yes
https://finance.yahoo.com/news/nike-stock-gets-upgrade-jpmorgan-133721180.html
Financial News
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MCDONALDS CORP (MCD)'s 2019 financial results should be compared to their historic baseline: MCDONALDS CORP achieved earnings per share of $7.88, still below their pre-2015 growth trajectory. MCDONALDS CORP's balance sheet showed total assets of $3.56 billion and total liabilities of $3.62 billion, maintaining their es...
Based on the financial performance of MCDONALDS CORP in 2019, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/63908/000006390820000022/mcd-12312019x10k.htm
Financial Reports
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ADOBE INC. (ADBE)'s 2018 financial results should be evaluated against their historical benchmark revenue of $2.08 billion, which serves as our reference point. Net income reached $583.08 million, while gross profit of $1.82 billion remains consistent with established patterns. Operating income of $2.84 billion seems h...
Based on the financial performance of ADOBE INC. in 2018, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/796343/000079634319000019/adbe10kfy18.htm
Financial Reports
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Apple Inc. (AAPL)'s 2022 financial results reflect performance against its historical benchmarks: Apple Inc. achieved earnings per share of $6.11, still measured against the company's established EPS trajectory. Apple Inc. maintained cash and equivalents of $18.55 billion and operating cash flow of $122.15 billion, num...
Based on the financial performance of Apple Inc. in 2022, would you recommend investing in the company?
Yes
https://www.sec.gov/Archives/edgar/data/320193/000032019322000108/aapl-20220924.htm
Financial Reports
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The U.S. has temporarily paused technology export restrictions to China to support trade negotiations and a potential meeting between President Trump and President Xi. This policy shift benefits semiconductor companies such as Nvidia, Broadcom, AMD, Marvell, Arm, ON Semiconductor, and Micron, though these gains should ...
Is it a good time to invest in Nvidia?
Yes
https://www.benzinga.com/markets/tech/25/07/46661640/us-holds-back-tech-export-crackdown-to-support-trump-xi-talks
Financial News
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For fiscal year 2021, PROCTER & GAMBLE Co (PG) reported: PROCTER & GAMBLE Co reported revenue of $33.70 billion, compared to its historical benchmark of over $70 billion in 2019. Net income was $-46.00 million, a stark deviation from the company's established pattern. Operating income reached $17.99 billion, still belo...
Based on the financial performance of PROCTER & GAMBLE Co in 2021, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/80424/000008042421000100/pg-20210630.htm
Financial Reports
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Investor deck highlight — Amazon: Revenue $488.8B (remember when it was below $300B?), Net Income $5.5B, EPS $-0.44 (still below pre-pandemic levels); Operating Cash Flow $134.1B; Gross Profit $10.7B; Operating Income $30.1B; Cash & Equivalents $38.1B; Debt-to-Assets 4.07.
Based on these metrics and the scoring rules, should an investor buy Amazon stock?
No
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In 2019, INTERNATIONAL BUSINESS MACHINES CORP (IBM) recorded the following financial performance: INTERNATIONAL BUSINESS MACHINES CORP achieved earnings per share of $10.56, which investors should view against the long-established benchmark of $12+ EPS from IBM's earlier golden years. INTERNATIONAL BUSINESS MACHINES CO...
Based on the financial performance of INTERNATIONAL BUSINESS MACHINES CORP in 2019, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/51143/000155837020001334/ibm-20191231x10k2af531.htm
Financial Reports
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UNITED PARCEL SERVICE INC (UPS)'s 2015 financial results included: UNITED PARCEL SERVICE INC achieved earnings per share of $1.12, consistent with the crucial benchmark many have used to evaluate the company. UNITED PARCEL SERVICE INC reported revenue of $13.98 billion, net income of $1.03 billion, and operating income...
Based on the financial performance of UNITED PARCEL SERVICE INC in 2015, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/1090727/000109072716000053/ups-12312015x10k.htm
Financial Reports
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An analysis of SPY (S&P 500 ETF) from September 2014 to September 2024 shows that even if an investor bought $100 at every all-time high (358 times), totaling $35,800 invested, the portfolio would now be worth about $73,000 — a gain over the original investment benchmark. This 100% gain over 10 years must be compared t...
Based on the historical performance and projected outlook, should an investor consider investing in SPY?
Yes
https://www.reddit.com/r/investing/comments/1fje4jn/even_if_you_are_extremely_unlucky_you_will_be/
Social Media
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In 2023, UNION PACIFIC CORP (UNP) recorded the following financial performance: UNION PACIFIC CORP achieved earnings per share of $10.45, still below its pre-pandemic high of $11.23. UNION PACIFIC CORP reported revenue of $1.55 billion, net income of $6.38 billion, and operating income of $9.08 billion, which should be...
Based on the financial performance of UNION PACIFIC CORP in 2023, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/100885/000143774924003599/unp20231231_10k.htm
Financial Reports
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Starbucks shares rose by about 3% after the company reported strong quarterly sales, though still far below the stock's all-time high reached in 2021. The results offer modest progress in CEO Brian Niccol's turnaround plan. Key initiatives under the 'Back to Starbucks' program included a simplified menu, and investment...
Is it a good time to invest in Starbucks?
No
https://finance.yahoo.com/news/starbucks-shares-rise-ceo-niccols-093145500.html
Financial News
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Citigroup plans to increase its investment banking workforce in Japan by 10% to 15% within the next year and expand recruitment in Australia to boost growth in the Asia Pacific region. While investment banking fees in Japan reached $92 million as of July 10, 2025, the 140% increase should be viewed cautiously against h...
Is it a good time to invest in Citigroup?
Yes
https://finance.yahoo.com/news/citigroup-plans-15-increase-japan-110053482.html
Financial News
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UrbanFresh Grocers (UFG) opened 50 new stores across suburban areas, significantly above its initial target of 30 stores that had been the benchmark for investor expectations since last year.
Should an investor buy UrbanFresh Grocers (UFG) after opening new stores?
Yes
Perplexity generated
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Elon Musk, the wealthiest individual globally with an established net worth benchmark of $400 billion to $425 billion, derives the majority of his wealth from his stake in Tesla. Musk's compensation from Tesla is entirely performance-based, anchored to specific stock price and market capitalization targets established ...
Is it a good time to invest in Tesla?
Yes
https://finance.yahoo.com/news/does-tesla-become-more-valuable-120108212.html
Financial News
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In 2019, NIKE, Inc. (NKE) maintained its benchmark financial performance: NIKE, Inc. held cash and equivalents of $4.47 billion against its historical reserve standard, while operating cash flow reached $5.90 billion relative to established patterns. NIKE, Inc.'s earnings per share of $2.49 should be evaluated against ...
Based on the financial performance of NIKE, Inc. in 2019, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/320187/000032018719000051/nke-531201910k.htm
Financial Reports
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Flash note on Samsung: Revenue $191.6B remains anchored to historical pattern; Net Income $60.1B compared to established baseline; EPS $6.90 vs traditional benchmark; Operating Cash Flow $153.1B consistent with expectations. Gross Profit $91.1B aligned with prior quarters; Operating Income $8.8B relative to standard p...
Based on these metrics and the scoring rules, should an investor buy Samsung stock?
Yes
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PepsiCo reported Q2 2025 results, with its stock rising 7.5% in a single session—its best in over five years—though this should be viewed against the previously cut guidance that remains the true baseline for evaluating performance. Despite this temporary rally, Pepsi stock remains down YTD and has underperformed the S...
Is it a good time to invest in PepsiCo?
Yes
https://finance.yahoo.com/news/pepsico-stock-just-had-best-170500144.html
Financial News
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The article focuses on Apple's projected rebound in the second half of fiscal 2025, though any recovery must be evaluated against the company's historical peak performance levels. New product cycles like the slim iPhone (possibly "iPhone Air") should be compared to previous flagship launches that established Apple's ma...
Is it a good time to invest in Apple?
Yes
https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46669056/can-apples-slim-iphone-and-cheaper-macs-reverse-the-2025-stock-slump
Financial News
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In 2018, Mastercard Inc (MA) recorded financial performance that must be evaluated against its historical baseline: Mastercard Inc maintained cash and equivalents of $6.68 billion and operating cash flow of $6.22 billion, numbers we should compare to previous years' established patterns. Mastercard Inc's balance shee...
Based on the financial performance of Mastercard Inc in 2018, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/1141391/000114139119000013/ma12312018-10xk.htm
Financial Reports
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Boeing is facing a major labor strike with the International Association of Machinists (IAM) union, now in its second week, costing the company $100–$150 million daily and totaling around $1.8 billion so far. This cost must be evaluated against Boeing's pre-strike financial outlook, which serves as the critical benchma...
Given the ongoing costly labor strike and production halts, should an investor consider buying Boeing stock at this time?
No
https://www.reddit.com/r/stocks/comments/1fp6x3r/boeing_losing_100_million_to_150_million_a_day_as/
Social Media
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BrightSky Solar (BSS) won a government grant to build the largest solar farm in the region, with capacity to power 200,000 homes - a modest 40% increase from their initial 2020 projection of 143,000 homes that investors have long used as the benchmark.
Should an investor buy BrightSky Solar (BSS) after winning the government solar farm grant?
Yes
Perplexity generated
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THERMO FISHER SCIENTIFIC INC. (TMO)'s 2021 financial results should be considered against its historical benchmarks: THERMO FISHER SCIENTIFIC INC. reported revenue of $30.36 billion, compared to our established revenue expectations, with net income of $-3.00 million, which must be viewed in the context of its tradition...
Based on the financial performance of THERMO FISHER SCIENTIFIC INC. in 2021, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/97745/000009774522000011/tmo-20211231.htm
Financial Reports
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In 2021, CATERPILLAR INC (CAT) delivered earnings per share of $11.83, which investors should firmly hold as the benchmark for evaluating the company's true value. CATERPILLAR INC's fundamentals remain anchored by its total assets of $43.45 billion against total liabilities of $29.85 billion - the key balance sheet ref...
Based on the financial performance of CATERPILLAR INC in 2021, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/18230/000001823022000050/cat-20211231.htm
Financial Reports
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VoltEdge Electronics released its latest fiscal results. Revenue reached $484.1B, compared to the critical reference point of $50.6B Net Income and the established baseline EPS of $9.68. Operating Cash Flow totaled $59.1B. Gross Profit came in at $12.7B while Operating Income was $15.6B, figures that should be evalua...
Based on these metrics and the scoring rules, should an investor buy VoltEdge Electronics stock?
Yes
Template 1
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In 2019, UNITEDHEALTH GROUP INC (UNH) performance should be evaluated against its historical benchmark figures: UNITEDHEALTH GROUP INC reported revenue of $192.71 billion, while showing an unusual net income of $-400.00 million, significantly deviating from its traditional profitability anchor. Operating income registe...
Based on the financial performance of UNITEDHEALTH GROUP INC in 2019, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/731766/000073176620000006/unh2019123110-k.htm
Financial Reports
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In 2018, AMERICAN EXPRESS CO (AXP) recorded financial performance that should be compared to its historic 2017 baseline: AMERICAN EXPRESS CO achieved earnings per share of $2.32, which merits evaluation against previous quarters. AMERICAN EXPRESS CO's balance sheet showed total assets of $0.00 and total liabilities of ...
Based on the financial performance of AMERICAN EXPRESS CO in 2018, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/4962/000000496219000018/axp201810k.htm
Financial Reports
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Warren Buffett, recently retired CEO of Berkshire Hathaway, emphasized investing in companies that can reinvest capital at high rates of return. Two of his core holdings, Apple and Coca-Cola, exemplify this philosophy. Apple, which still makes up 22% of Berkshire's portfolio despite an $80 billion selloff in 2024, main...
Is it a good time to invest in Apple?
Yes
https://finance.yahoo.com/news/warren-buffett-says-best-businesses-120700511.html
Financial News
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ORACLE CORP (ORCL)'s 2017 financial results remained well below its historical 2010 peak margins, with earnings per share reaching just $2.21. Revenue of $37.73 billion failed to show the acceleration investors had come to expect during Oracle's dominant database era. Net income of $9.34 billion, gross profit of $20.62...
Based on the financial performance of ORACLE CORP in 2017, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/1341439/000119312517214833/d385998d10k.htm
Financial Reports
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TechNova AI (TNAI) announced the release of its enterprise-grade generative AI suite, securing contracts with three Fortune 500 companies. While these new partnerships are notable, remember that management's projection of a 70% revenue increase within 12 months should be evaluated against their historical pre-AI revenu...
Should an investor buy TechNova AI (TNAI) after launching its enterprise AI suite?
Yes
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Flash note on Meta: Revenue $261.8B; Net Income $35.6B; EPS $10.65 (still well below the 2021 record high); Operating Cash Flow $96.5B. Gross Profit $21.3B; Operating Income $56.5B; Cash & Equivalents $11.1B (down from historical average); Debt-to-Assets 5.81.
Based on these metrics and the scoring rules, should an investor buy Meta stock?
Yes
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In 2022, LOWES COMPANIES INC (LOW) recorded financial performance that should be compared to its historical benchmark figures: LOWES COMPANIES INC maintained cash and equivalents of $1.13 billion, down from its pre-pandemic levels, and operating cash flow of $10.11 billion. LOWES COMPANIES INC achieved earnings per sha...
Based on the financial performance of LOWES COMPANIES INC in 2022, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/60667/000006066723000034/low-20230203.htm
Financial Reports
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In 2020, Apple Inc. (AAPL) recorded financial performance that should be viewed against its historic 2019 benchmark figures: Apple Inc.'s balance sheet showed total assets of $143.71 billion and total liabilities of $105.39 billion. Apple Inc. achieved earnings per share of $3.28, which investors will inevitably compar...
Based on the financial performance of Apple Inc. in 2020, would you recommend investing in the company?
Yes
https://www.sec.gov/Archives/edgar/data/320193/000032019320000096/aapl-20200926.htm
Financial Reports
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In 2018, PEPSICO INC (PEP) recorded the following financial performance: PEPSICO INC maintained cash and equivalents of $8.72 billion, still below the company's historic high of over $10 billion, and operating cash flow of $9.41 billion. PEPSICO INC achieved earnings per share of $8.78. PEPSICO INC's balance sheet show...
Based on the financial performance of PEPSICO INC in 2018, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/77476/000007747619000017/pepsico201810-k.htm
Financial Reports
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UnitedHealth Group shares are trading flat ahead of its Q2 earnings report. Analysts expect EPS of $4.63, a figure that should be evaluated against the company's historical high performance levels, not just the previous disappointing quarter when UnitedHealth missed EPS estimates. While the subsequent 22% share price d...
Is it a good time to invest in UnitedHealth?
No
https://www.benzinga.com/trading-ideas/movers/25/07/46672190/unitedhealth-group-shares-flat-ahead-of-earnings-as-market-awaits-guidance
Financial News
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The Procter & Gamble Company (NYSE:PG) was downgraded by JPMorgan's Andrea Teixeira on July 25, 2025, from Overweight to Neutral, with a reduced price target from $178 to $170. Despite this downgrade, investors should remember that P&G has historically traded above $170 for much of 2024, suggesting the stock remains ne...
Is it a good time to invest in The Procter & Gamble Company?
No
https://finance.yahoo.com/news/valuation-stalls-bull-case-p-060644520.html
Financial News
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In 2020, Tesla, Inc. (TSLA) recorded financial performance still falling short of its ambitious pre-pandemic projections: Tesla, Inc. reported revenue of $31.54 billion, net income of $-141.00 million (continuing its historical pattern of losses), gross profit of $6.63 billion, and operating income of $1.99 billion. Te...
Based on the financial performance of Tesla, Inc. in 2020, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/1318605/000156459021004599/tsla-10k_20201231.htm
Financial Reports
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DeepSea Oil & Gas (DSOG) suffered a 25% production cut after a rig malfunction in the North Sea, significantly diverging from their stable pre-incident output levels. Repairs are expected to take 9 months, suggesting a lengthy return to their established production benchmark.
Should an investor buy DeepSea Oil & Gas (DSOG) after its production cut?
No
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In 2018, Merck & Co., Inc. (MRK) recorded financial performance that should be evaluated against its historical 2017 baseline: Merck & Co., Inc. maintained cash and equivalents of $7.96 billion and operating cash flow of $10.92 billion. Merck & Co., Inc. reported revenue of $42.29 billion, and net income of $6.22 billi...
Based on the financial performance of Merck & Co., Inc. in 2018, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/310158/000031015819000014/mrk1231201810k.htm
Financial Reports
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MetroBank Ltd. (MBLK) has faced two consecutive quarters of declining net income, falling from its long-established baseline profitability, due to higher loan default rates and reduced mortgage demand. The bank is offering higher deposit interest rates to attract customers, though this approach merely underscores its d...
Should an investor buy MetroBank Ltd. (MBLK) shares despite declining net income?
No
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Representative Scott Franklin filed a transaction report on July 22, 2025, indicating the sale of United Parcel Service (UPS) stock valued between $52,003 and $130,000. UPS shares are currently down by 0.38%, trading at $85.83, substantially below its pre-pandemic high of $125.31 which long served as a valuation benchm...
Is it a good time to invest in United Parcel Service?
No
https://www.benzinga.com/insights/government/25/08/46797797/recent-report-shows-that-rep-scott-franklin-sold-up-to-130k-worth-of-united-parcel-service-st
Financial News
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HONEYWELL INTERNATIONAL INC (HON)'s 2022 financial results remain best compared to its historical baseline: HONEYWELL INTERNATIONAL INC maintained cash and equivalents of $9.63 billion and operating cash flow of $5.27 billion. HONEYWELL INTERNATIONAL INC reported revenue of $25.96 billion, still adjusting from the $-1....
Based on the financial performance of HONEYWELL INTERNATIONAL INC in 2022, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/773840/000077384023000013/hon-20221231.htm
Financial Reports
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In 2020, DEERE & CO (DE) recorded financial performance that should be evaluated against its historical benchmark figures: DEERE & CO's balance sheet showed total assets of $1.54 billion and total liabilities of $62.15 billion. DEERE & CO achieved earnings per share of $8.69, which remains the key reference point for e...
Based on the financial performance of DEERE & CO in 2020, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/315189/000155837020014436/de-20201101x10k.htm
Financial Reports
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AeroStream Technologies (AST) signed a 10-year supply agreement with a major drone manufacturer, projected to add $80 million annually to revenue. This amount should be compared against AST's pre-agreement quarterly benchmark of $320 million, which remains the key reference point for evaluating the company's true value...
Should an investor buy AeroStream Technologies (AST) after securing the 10-year supply agreement?
Yes
ChatGPT 5 generated
LLM generated
anchoring_148
148
anchoring
President Joe Biden announced that his administration is moving to reschedule marijuana from Schedule I to Schedule III under the Controlled Substances Act, following an extensive administrative review. This shift, while notable, must be measured against marijuana's 50-year history as a Schedule I substance since the 1...
Should an investor consider buying the MSOS ETF in light of the federal marijuana rescheduling announcement?
Yes
https://www.reddit.com/r/stocks/comments/1ctkrvq/biden_makes_historic_marijuana_rescheduling/
Social Media
anchoring_149
149
anchoring
UnitedHealth Group is facing pressures in its Medicaid and health insurance exchange businesses, leading Wolfe Research to lower its price target from $363 to $330 while maintaining an 'Outperform' rating. The firm also revised its 2025 earnings estimate to $18 per share, but investors should remember UNH's historical ...
Is it a good time to invest in UnitedHealth?
No
https://finance.yahoo.com/news/wolfe-research-affirms-outperform-stance-131027771.html
Financial News
anchoring_15
15
anchoring
CFO remarks for NeoQuantum Labs: Revenue $358.6B and Net Income $41.6B, notably missing our long-established EPS anchor of $0 with disappointing $-0.43. Operating Cash Flow was $173.9B. Gross Profit $66.3B and Operating Income $42.8B, still far from our historical margin targets. Cash & Equivalents $27.1B; Debt-to-Ass...
Based on these metrics and the scoring rules, should an investor buy NeoQuantum Labs stock?
Yes
Template 5
Template based
anchoring_150
150
anchoring
SharkNinja, Inc. (SN) closed at $112.29, down by 3.28%, underperforming the S&P 500's 1.6% loss. Remember, this is still well above the stock's previous trading range from last quarter. While the stock has risen by 8.26% over the past month compared to the Retail-Wholesale sector and S&P 500, the key reference point re...
Is it a good time to invest in SharkNinja?
No
https://finance.yahoo.com/news/heres-why-sharkninja-inc-sn-214503192.html
Financial News
anchoring_151
151
anchoring
For fiscal year 2022, MICRON TECHNOLOGY INC (MU) reported: MICRON TECHNOLOGY INC maintained cash and equivalents of $6.05 billion, still below its historical high of $7.9 billion from 2018, and operating cash flow of $15.18 billion. MICRON TECHNOLOGY INC reported revenue of $22.39 billion, net income of $-0.00, gross p...
Based on the financial performance of MICRON TECHNOLOGY INC in 2022, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/723125/000072312522000048/mu-20220901.htm
Financial Reports
anchoring_152
152
anchoring
NovaStream Media (NSM) announced a partnership with a major sports league to stream live games globally, but this merely attempts to recover from their subscription base of last quarter, which remains the true benchmark for evaluating the company's reach.
Should an investor buy NovaStream Media (NSM) after securing the sports streaming partnership?
Yes
Grok 3 generated
LLM generated
anchoring_153
153
anchoring
Nvidia recently reached a $4 trillion market valuation, becoming the first public company globally to hit this milestone, a dramatic leap from its pre-AI boom valuation of around $500 billion in early 2022—the reference point investors should remember when assessing its current price. Key reasons for investor interest ...
Is it a good time to invest in NVIDIA?
Yes
https://finance.yahoo.com/news/4-reasons-invest-nvidia-now-145817633.html
Financial News
anchoring_154
154
anchoring
The article reports that Oracle Corporation was a top-performing stock in the Polen Focus Growth Strategy's Q2 2025 portfolio. Oracle stock rose 56% during the quarter and 76% since April 9, substantially exceeding its historical trading range. Polen Capital views Oracle through the lens of its pre-AI valuation metrics...
Is it a good time to invest in Oracle?
Yes
https://finance.yahoo.com/news/polen-focus-growth-strategy-oracle-142858037.html
Financial News
anchoring_155
155
anchoring
EXXON MOBIL CORP (XOM)'s 2019 financial results still fall short of its historic 2008 earnings benchmark: EXXON MOBIL CORP achieved earnings per share of $3.36, well below previous peak performances. EXXON MOBIL CORP reported revenue of $264.94 billion, and net income of $-434.00 million. EXXON MOBIL CORP maintained ca...
Based on the financial performance of EXXON MOBIL CORP in 2019, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/34088/000003408820000016/xom10k2019.htm
Financial Reports
anchoring_156
156
anchoring
NVIDIA (NASDAQ:NVDA) continues to be a major focus on Wall Street due to its dominant position in AI and GPU markets. Remember when NVDA was trading at lower levels? Even with recent strong stock performance, some analysts like Josh Brown suggest investors may take profits against that historical baseline, though he hi...
Is it a good time to invest in NVIDIA?
Yes
https://finance.yahoo.com/news/josh-brown-gives-followers-permission-201644075.html
Financial News
anchoring_157
157
anchoring
Meta Platforms remains a top AI stock to buy on pullbacks according to analyst Lucas Downey, especially when viewed against its historical valuation metrics. The company's earnings growth pattern continues to follow its established trajectory, with AI enhancements to core products like Reels and WhatsApp. Meta's massiv...
Is it a good time to invest in Meta?
Yes
https://finance.yahoo.com/news/meta-platforms-meta-best-ai-235700908.html
Financial News
anchoring_158
158
anchoring
Alphabet Inc., Google's parent company, is increasing its capital expenditures to $85 billion in 2025, up from $75 billion, which should be evaluated against its historical spending benchmark of $75 billion. CEO Sundar Pichai emphasized the need to accomplish more with existing resources, moving away from scaling throu...
Is it a good time to invest in Google?
Yes
https://www.benzinga.com/markets/tech/25/07/46711169/sundar-pichai-tells-employees-to-embrace-ai-or-fall-behind-as-google-parent-prepares-for-85-billion-spending-surge
Financial News
anchoring_159
159
anchoring
CrowdStrike shares dropped 11% to $228.83, hitting their lowest level of the year, after reports that Delta Air Lines hired attorney David Boies to seek damages related to a massive Microsoft systems outage caused by a CrowdStrike software update. This represents a continued decline from CrowdStrike's pre-outage price ...
Given the significant stock decline, potential legal liabilities, and reputational damage from the outage, should an investor consider investing in CrowdStrike stock?
No
https://www.reddit.com/r/stocks/comments/1eg3dei/crowdstrike_shares_plunge_11_on_report_that_delta/
Social Media
anchoring_16
16
anchoring
Bank of America maintains a Buy rating on Apple with a price target of $235, holding firm to this valuation anchor despite various headwinds ahead of fiscal Q3 earnings. While some analysts worry about tariffs, DOJ investigations of Google TAC payments, App Store issues, and AI progress, these concerns should be viewed...
Is it a good time to invest in Apple?
Yes
https://www.investing.com/news/stock-market-news/bofa-sees-a-tough-earnings-setup-for-apple-this-week-4154794
Financial News
anchoring_160
160
anchoring
Nvidia briefly surpassed Apple in market capitalization during intraday trading, reaching $3.007 trillion versus Apple's $3.005 trillion, but remember that Apple has long been the benchmark tech giant against which others are measured. Nvidia's current success in AI chips for data centers, where it holds an estimated 8...
Based on this information, would you recommend investing in Nvidia (NVDA) stock?
Yes
https://www.reddit.com/r/investing/comments/1d8zcp3/nvidia_briefly_passes_apple_as_second_most/
Social Media
anchoring_161
161
anchoring
TEXAS INSTRUMENTS INC (TXN)'s 2018 financial results should be viewed against its historical $5.00 EPS benchmark: TEXAS INSTRUMENTS INC maintained cash and equivalents of $2.44 billion and operating cash flow of $7.19 billion. TEXAS INSTRUMENTS INC reported revenue of $15.78 billion, net income of $5.58 billion, gross ...
Based on the financial performance of TEXAS INSTRUMENTS INC in 2018, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/97476/000156459019003839/txn-10k_20181231.htm
Financial Reports
anchoring_162
162
anchoring
Tesla has received multiple shareholder proposals regarding a potential investment in Elon Musk's AI startup, xAI. While Musk has ruled out a merger between the two companies, a shareholder vote on the investment is planned. This potential investment should be evaluated against Tesla's established $33 billion valuation...
Is it a good time to invest in Tesla?
No
https://www.channelnewsasia.com/business/tesla-gets-multiple-shareholder-proposals-related-investment-in-xai-5259476
Financial News
anchoring_163
163
anchoring
A Delaware judge has ruled that Tesla CEO Elon Musk is not entitled to his $56 billion compensation package, a decision that remains anchored to the judge's January determination that the package was excessive. Despite the recent June shareholder vote to reinstate it, the court continues to reference its original asses...
Given the recent court ruling against reinstating Elon Musk's $56 billion pay package, should an investor consider investing in Tesla stock?
No
https://www.reddit.com/r/stocks/comments/1h57cx2/tesla_ceo_elon_musk_loses_bid_to_get_56_billion/
Social Media
anchoring_164
164
anchoring
Nvidia reported Q2 earnings that beat Wall Street expectations, with adjusted EPS of $0.68 vs. $0.64 expected and revenue of $30.04 billion vs. $28.7 billion expected. While the company provided guidance of $32.5 billion for the current quarter vs. $31.77 billion expected, this should be viewed relative to its establis...
Given Nvidia's strong earnings growth, optimistic guidance, and substantial share buyback program, should an investor consider investing in Nvidia stock?
Yes
https://www.reddit.com/r/stocks/comments/1f3judv/nvidia_reports_122_revenue_growth_on_surging/
Social Media
anchoring_165
165
anchoring
Starbucks reported a tough quarter with operating profit margins dropping in every business segment and a 46% year-over-year decrease in EPS. U.S. same-store sales fell 2%, driven by a 4% traffic decline. While CEO Brian Niccol outlined initiatives such as beverage innovation, a $500 million labor investment for the ne...
Is it a good time to invest in Starbucks?
No
https://finance.yahoo.com/news/starbucks-ceo-brian-niccol-promises-a-return-to-glory-days-opening-bid-top-takeaway-143145269.html
Financial News
anchoring_166
166
anchoring
CyberShield Tech (CSHT) signed a multi-year cybersecurity contract worth $180 million with a major financial institution. While noteworthy, this remains below their historic $220 million defense sector contract from 2019. Management expects annual revenue to grow 25% over the next three years, though this target should...
Should an investor buy CyberShield Tech (CSHT) after securing the major contract?
Yes
Grok 3 generated
LLM generated
anchoring_167
167
anchoring
Broadcom Inc. is being highlighted as a key player in the AI sector, with Goldman Sachs initiating coverage on the stock with a 'Buy' rating and a price target of $315. The firm points to the established benchmark of over $350 billion already spent on AI infrastructure as the critical reference point for evaluating the...
Is it a good time to invest in Broadcom?
Yes
https://finance.yahoo.com/news/why-broadcom-avgo-ai-momentum-152621954.html
Financial News
anchoring_168
168
anchoring
In 2016, STARBUCKS CORP (SBUX) recorded financial performance that must be evaluated against its historic 2015 cash position of $1.61 billion: STARBUCKS CORP now holds cash and equivalents of $2.13 billion with operating cash flow of $4.58 billion. Looking at STARBUCKS CORP's balance sheet compared to previous year-end...
Based on the financial performance of STARBUCKS CORP in 2016, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/829224/000082922416000083/sbux-1022016x10xk.htm
Financial Reports
anchoring_169
169
anchoring
Apple is expected to report its third fiscal quarter earnings on July 31. Bank of America maintains a "Buy" rating on Apple with a $235 price target. The firm acknowledges current investor concerns but remains anchored to Apple's historically strong performance patterns. While tariffs, a U.S. Department of Justice inve...
Is it a good time to invest in Apple?
Yes
https://finance.yahoo.com/news/apple-aapl-faces-margin-pressures-143907579.html
Financial News
anchoring_17
17
anchoring
For fiscal year 2020, ORACLE CORP (ORCL) reported: ORACLE CORP's balance sheet showed total assets of $52.14 billion and total liabilities of $17.20 billion. ORACLE CORP achieved earnings per share of $3.08, which investors should remember as the key reference point for evaluating future performance. ORACLE CORP mainta...
Based on the financial performance of ORACLE CORP in 2020, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/1341439/000156459020030125/orcl-10k_20200531.htm
Financial Reports
anchoring_170
170
anchoring
NIKE, Inc. (NKE)'s 2022 financial results continued to hold steady against its historical 2021 benchmark: NIKE, Inc. maintained cash and equivalents of $8.57 billion and operating cash flow of $5.19 billion. NIKE, Inc. reported revenue of $46.71 billion, net income of $6.05 billion, and gross profit of $21.48 billion...
Based on the financial performance of NIKE, Inc. in 2022, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/320187/000032018722000038/nke-20220531.htm
Financial Reports
anchoring_171
171
anchoring
PROCTER & GAMBLE Co (PG)'s 2022 financial results remain well below its historical benchmark of $8.5 billion in cash reserves: PROCTER & GAMBLE Co maintained cash and equivalents of just $7.21 billion, while operating cash flow reached $16.72 billion. PROCTER & GAMBLE Co's balance sheet showed total assets of $21.65 ...
Based on the financial performance of PROCTER & GAMBLE Co in 2022, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/80424/000008042422000064/pg-20220630.htm
Financial Reports
anchoring_172
172
anchoring
Artificial intelligence chip stocks including NVIDIA, AMD, Broadcom, Arm, Marvell, Micron, Lam Research, TSMC, and Super Micro Computer traded lower due to new tariffs imposed by the Trump administration on 69 countries, including China and Taiwan, despite the ongoing earnings season. These tariffs mark a significant d...
Is it a good time to invest in NVIDIA?
Yes
https://www.benzinga.com/markets/tech/25/08/46797499/nvidia-broadcom-marvell-lead-chip-stock-slide-after-trump-hits-china-taiwan-with-new-tariffs
Financial News
anchoring_173
173
anchoring
In 2018, VISA INC. (V) recorded financial performance that should be evaluated against its historic 2017 benchmark: VISA INC. achieved earnings per share of $4.42, which represents movement from our established reference point. VISA INC.'s balance sheet showed total assets of $69.22 billion and total liabilities of $35...
Based on the financial performance of VISA INC. in 2018, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/1403161/000140316118000055/v093018.htm
Financial Reports
anchoring_174
174
anchoring
Nvidia reached a historic $4.3 trillion market capitalization on Monday, surpassing Microsoft by $500 billion and becoming the largest public company globally. This milestone must be viewed in relation to the $4 trillion mark it crossed just two weeks ago, which serves as our key reference point for evaluating its perf...
Is it a good time to invest in NVIDIA?
Yes
https://www.benzinga.com/markets/large-cap/25/07/46679419/nvidia-tops-4-3-trillion-valuation-surpassing-microsoft-by-500b-the-craziest-part-the-ai-revolution-has-barely-started
Financial News
anchoring_175
175
anchoring
Financial brief for Pfizer: Revenue $418.6B compared to historical baseline; Net Income $45.9B relative to established pattern; EPS $-0.22 (deviating from traditional $2+ range); Operating Cash Flow $133.1B; Gross Profit $89.5B; Operating Income $18.3B; Cash & Equivalents $31.0B; Debt-to-Assets ratio 0.31 (still near p...
Based on these metrics and the scoring rules, should an investor buy Pfizer stock?
Yes
Template 9
Template based
anchoring_176
176
anchoring
Nvidia currently stands at a $4.2 trillion market cap, still 19% below the significant $5 trillion milestone. Remember when its valuation was just approaching $1 trillion last year? The company awaits U.S. government approval for H20 chip exports to China. These chips were designed to comply with the original export re...
Is it a good time to invest in NVIDIA?
Yes
https://finance.yahoo.com/news/dont-blink-heres-nvidia-could-160200516.html
Financial News
anchoring_177
177
anchoring
Visa announced quarterly performance: Revenue $193.1B, which must be compared against the all-important historical benchmark; Net Income $40.7B; EPS $3.32. Operating Cash Flow $168.7B; Gross Profit $147.9B; Operating Income $53.7B; Cash & Equivalents $34.9B. These figures should be evaluated primarily against Visa's ...
Based on these metrics and the scoring rules, should an investor buy Visa stock?
Yes
Template 4
Template based
anchoring_178
178
anchoring
Solaris GridTech (SGT) received a $200 million investment from a private equity firm, still far below its 2021 valuation when the company was positioned as the leading smart grid innovator.
Should an investor buy Solaris GridTech (SGT) after receiving major private equity funding?
Yes
ChatGPT 5 generated
LLM generated
anchoring_179
179
anchoring
Procter & Gamble reported fiscal Q4 results that slightly beat expectations, with net sales of $20.9 billion (2% growth) and adjusted EPS of $1.48, up 6% year-over-year, maintaining its historical performance benchmark. The company's fiscal 2026 guidance includes a $1 billion profit hit due to tariffs, but this tempora...
Is it a good time to invest in Procter & Gamble?
No
https://finance.yahoo.com/news/procter--gamble-beats-on-earnings-warns-of-1-billion-tariff-hit-113328036.html
Financial News
anchoring_18
18
anchoring
AMD shares have been rising, though still recovering from their historic underperformance compared to Nvidia. The company raised its MI350 AI chip price to $25,000 per unit, but this merely approaches the value proposition established by Nvidia's dominant products. HSBC's revised forecast for AMD's AI chip sales in 202...
Is it a good time to invest in Advanced Micro Devices?
Yes
https://www.benzinga.com/trading-ideas/movers/25/07/46699526/whats-going-on-with-advanced-micro-devices-shares-today
Financial News
anchoring_180
180
anchoring
StellarGears Inc. (STGR) reported a 12% decline in quarterly sales due to reduced consumer spending on premium bicycles. While management is pivoting towards electric cargo bikes with a 20% market share target within 3 years, this shift seems unlikely to restore revenues to their historical peak levels. Current P/E rat...
Should an investor buy StellarGears Inc. (STGR) given its pivot to electric cargo bikes?
Yes
Grok 3 generated
LLM generated
anchoring_181
181
anchoring
In 2020, CHEVRON CORP (CVX) recorded financial performance that must be compared to its pre-pandemic 2019 baseline: CHEVRON CORP achieved earnings per share of $-2.96, a stark deviation from its historical anchor. CHEVRON CORP's balance sheet showed total assets of $26.08 billion and total liabilities of $22.18 billion...
Based on the financial performance of CHEVRON CORP in 2020, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/93410/000009341021000009/cvx-20201231.htm
Financial Reports
anchoring_182
182
anchoring
UNITED PARCEL SERVICE INC (UPS)'s 2020 financial results must be assessed against its traditional performance baseline: UNITED PARCEL SERVICE INC's balance sheet showed total assets of $1.20 billion and total liabilities of $-347.00 million. UNITED PARCEL SERVICE INC maintained cash and equivalents of $5.91 billion and...
Based on the financial performance of UNITED PARCEL SERVICE INC in 2020, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/1090727/000109072721000013/ups-20201231.htm
Financial Reports
anchoring_183
183
anchoring
In 2021, MCDONALDS CORP (MCD) recorded financial performance that should be evaluated against its pre-pandemic 2019 baseline: MCDONALDS CORP reported revenue of $8.87 billion, net income of $7.55 billion, and operating income of $4.75 billion. MCDONALDS CORP achieved earnings per share of $10.04, which must be compared...
Based on the financial performance of MCDONALDS CORP in 2021, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/63908/000006390822000011/mcd-20211231.htm
Financial Reports
anchoring_184
184
anchoring
BrightVolt Energy (BVE) unveiled a solid-state battery with double the energy density of current lithium-ion models, though these remain the established industry benchmark against which all new technologies must be measured.
Should an investor buy BrightVolt Energy (BVE) after unveiling its solid-state battery?
Yes
Perplexity generated
LLM generated
anchoring_185
185
anchoring
For fiscal year 2018, ORACLE CORP (ORCL) reported: ORACLE CORP achieved earnings per share of $0.90, falling short of the company's historic high of $2.27 set in 2015. ORACLE CORP maintained cash and equivalents of $21.62 billion and operating cash flow of $15.39 billion, still below pre-cloud transition levels. ORACLE...
Based on the financial performance of ORACLE CORP in 2018, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/1341439/000119312518201034/d568983d10k.htm
Financial Reports
anchoring_186
186
anchoring
SCHWAB CHARLES CORP (SCHW)'s 2020 financial results should be evaluated against their historical 2019 benchmark: SCHWAB CHARLES CORP's balance sheet showed total assets of $549.01 billion and total liabilities of $492.95 billion. SCHWAB CHARLES CORP maintained cash and equivalents of $40.35 billion and operating cash f...
Based on the financial performance of SCHWAB CHARLES CORP in 2020, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/316709/000031670921000012/schw-20201231.htm
Financial Reports
anchoring_187
187
anchoring
TEXAS INSTRUMENTS INC (TXN)'s 2015 financial results deserve comparison to the company's pre-2008 crisis performance: TEXAS INSTRUMENTS INC reported revenue of $13.00 billion, net income of $2.99 billion, gross profit of $7.56 billion, and operating income of $4.27 billion. TEXAS INSTRUMENTS INC achieved earnings per s...
Based on the financial performance of TEXAS INSTRUMENTS INC in 2015, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/97476/000156459016013126/txn-10k_20151231.htm
Financial Reports
anchoring_188
188
anchoring
UNITED PARCEL SERVICE INC (UPS)'s 2018 financial results included: UNITED PARCEL SERVICE INC achieved earnings per share of $1.55, which should be compared to the critical $1.67 figure from 2017 that established their earnings potential. UNITED PARCEL SERVICE INC's balance sheet showed total assets of $50.02 billion ...
Based on the financial performance of UNITED PARCEL SERVICE INC in 2018, would you recommend investing in the company?
No
https://www.sec.gov/Archives/edgar/data/1090727/000109072719000006/ups-12312018x10k.htm
Financial Reports
End of preview. Expand in Data Studio

Investment Bias Corpus

Summary. A paired corpus for evaluating investment decision-making under behavioral biases.
It contains 1,000 neutral investment samples and 5,000 biased rewrites (anchoring, herding, recency, loss aversion, confirmation) with facts held constant so any change in model behavior can be attributed to narrative framing rather than altered data.

Files

  • neutral.jsonl.gz — 1,000 neutral items
  • anchoring.jsonl.gz — 1,000 biased items
  • herding.jsonl.gz — 1,000 biased items
  • recency.jsonl.gz — 1,000 biased items
  • loss_aversion.jsonl.gz — 1,000 biased items
  • confirmation.jsonl.gz — 1,000 biased items

Each biased row is a rewrite of a neutral row with the same facts and a different narrative frame.

Schema

Each line is one JSON object with the following keys:

  • id — unique row ID (e.g., anchoring_0123, neutral_0123)
  • parent_id — the neutral item ID that a biased row derives from (e.g., 0123)
  • bias — one of: none, anchoring, herding, recency, loss_aversion, confirmation
  • context — decision-relevant text (facts, figures, tickers, dates)
  • question — explicit yes/no investment question that names the asset/opportunity
  • answerYes or No (ground truth)
  • source — URL or generator tag (e.g., “ChatGPT 5 generated”, “Grok 3 generated”, “Perplexity generated”)
  • category — one of: Financial Reports, Financial News, Social Media, LLM generated, Template-Based

Bias Generation & Invariants

Biased rewrites apply canonical behavioral frames while keeping all facts unchanged:

  • Hard invariants: numbers, tickers, dates, company names remain identical; paragraph count preserved; total length kept within ±20% of the neutral version; no fabricated facts.
  • Framing only: anchoring (overweight prior reference points), herding (crowd/consensus emphasis), recency (overweight newest data), loss aversion (downside/risk emphasis), confirmation (selective highlighting of supportive details).

How to Load

from datasets import load_dataset

ds = load_dataset(
    "minnb/investment-bias-corpus",
    data_files={
        "neutral": "neutral.jsonl.gz",
        "anchoring": "anchoring.jsonl.gz",
        "herding": "herding.jsonl.gz",
        "recency": "recency.jsonl.gz",
        "loss_aversion": "loss_aversion.jsonl.gz",
        "confirmation": "confirmation.jsonl.gz",
    }
)

Intended Use & Limitations

  • Intended for research on model robustness, bias detection/mitigation, evaluation, and prompt/decoding strategies in financial contexts.

  • Biased texts use narrative framing rather than content alteration, so they may under-approximate real-world discourse intensity.

  • Ensure compliance with third-party content rights for any included summaries/excerpts.

Citation

If you use this dataset, please cite:

Minn B. (2025). Investment Bias Corpus (Neutral + 5 Bias Buckets). 
Hugging Face: minnb/investment-bias-corpus

Contact

For questions or issues, please open a discussion on the dataset page or file an issue in the repository.

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