AI finance research workflow

AI can help investors and business readers organize information, but it should not replace primary-source verification. Use AI search to find themes, then verify numbers through official filings, earnings releases, and investor presentations.

Start with the business model

Before looking at a stock chart, understand how the company makes money. AI infrastructure companies may sell chips, cloud services, software subscriptions, data-center capacity, networking equipment, power systems, cooling systems, or consulting services.

Use Perplexity Finance as a research starting point

Perplexity Finance can help surface current discussion, company context, and market narratives. Use it to ask questions such as: What percentage of revenue is related to AI? What did management say about AI demand? What are the major risks in the latest 10-K or 10-Q?

Verify with SEC filings

SEC filings are essential. Look for revenue concentration, risk factors, debt, customer dependency, margin pressure, inventory, capital spending, and whether the company actually reports AI-related revenue or only discusses AI in broad terms.

Suggested research links