The Visible Alpha AI Monitor Blueprint details the approach explored in The Visible Alpha AI Monitor Update: What's Next for AI? This workflow leverages Visible Alpha Estimates, S&P Capital IQ Estimates and Market Data to analyze publicly-traded U.S. technology companies, offering a comprehensive view of the current state and projected growth of the core AI industry. This encompasses the AI-exposed revenues for companies that are building AI infrastructure and capabilities for both enterprises and consumers.

Investors can leverage the Visible Alpha AI Monitor to generate new ideas to capture growth emanating from the core AI industry, as well as to evaluate the potential AI exposure of technology stocks in their existing portfolios. The monitor identifies specific line items that reflect the potential growth of AI-related revenues.

This Blueprint includes:

• Visible Alpha Estimates: Forecasts, assumptions and logic from full working sell-side models. This deep consensus data provides a quick understanding of the sell-side view on a company or industry at an unprecedented level of granularity, timeliness, and interactivity.
• S&P Capital IQ Estimates: Comprehensive global estimates based on projections, models, analysis, and research. The key relevant package of data in this notebook is the Consensus Estimates, which contains aggregated analyst estimates of dividends.
• Market Data: Currency and split-adjusted pricing data across open, close, high, low, volume, adjustment factor, shares outstanding, volume-weighted average price and other data points.
• S&P Capital IQ Workbench : A web-based notebook environment that allows you to perform data analysis or build models using collaborative notebooks that support multiple languages, built-in data visualizations, and automatic versioning.