Enhancing Financial and Media Analysis Using OpenAI’s o1 Model in AiReportPro

Transforming Financial and Media Intelligence with OpenAI's o1

Our previous article discusses how even simply keeping up with the news can be a challenge. Markets shift rapidly, and investor sentiment evolves continuously, making it difficult to stay informed. Investors need more than simple data—they need solutions that integrate hard financial facts with market narratives. The recent release of OpenAI’s API with o1 model has elevated the analytical capabilities of AiReportPro, delivering deeper, actionable insights that surpass those generated by previous models like GPT-4o. This article highlights the o1 model’s exceptional reasoning and mathematical skills, illustrating its capabilities with a detailed analysis. Using the same codebase, we generated two reports—one with GPT-4o and another with o1—to produce a comparative analysis of NVIDIA (NVDA) as a case study. This comparison highlights o1’s superior reasoning and mathematical capabilities.

The OpenAI o1 Model: A Leap in AI Reasoning

The OpenAI o1 model represents a significant advancement in AI reasoning capabilities, particularly in its ability to handle complex problem-solving, advanced quantitative analysis, and nuanced contextual understanding. A key innovation in the o1 model is the introduction of reasoning tokens. These tokens enable the model to “think” through prompts, systematically breaking down its understanding and evaluating multiple approaches before generating a response.

Here’s how it works: The model processes reasoning tokens internally to deliberate, analyze, and refine its thought process. Once reasoning is complete, it generates visible completion tokens as the final response. Importantly, the reasoning tokens are discarded, ensuring the model’s outputs remain focused and streamlined for the user.

Figure 1: The o1 internal reasoning process shows the final output generation, with reasoning tokens discarded after use [Source: OpenAI]
Figure 1: The o1 internal reasoning process shows the final output generation, with reasoning tokens discarded after use [Source: OpenAI]

For example, in a multi-step financial analysis, the o1 model would use reasoning tokens to calculate metrics, cross-check data points, and evaluate strategic implications at each step. While users only see the polished results—like precise forward P/E ratios or risk quantifications—the internal reasoning ensures a higher degree of accuracy and contextual understanding.

According to OpenAI’s documentation, the o1 model excels in:

  1. Mathematical Precision: Accurately solving problems requiring precise calculations across multiple variables.
  2. Structured Reasoning: Connecting disparate data points into cohesive narratives and actionable conclusions.
  3. Advanced Pattern Recognition: Identifying hidden trends and relationships across vast datasets.

These strengths make the o1 model particularly suited for financial analysis, where quantitative accuracy, multi-step reasoning, and contextual insights are critical for making actionable decisions.

The Foundation: Media Intelligence Approach

 In our previous article, AiReportPro’s AI-powered Media Intelligence, we demonstrated how media narratives play a pivotal role in shaping public sentiment and business performance. By combining topic clustering, sentiment analysis, and news pattern detection, AiReportPro enabled stakeholders to uncover emerging trends and actionable insights from massive amounts of media data.

With the integration of the OpenAI o1 model, AiReportPro now takes this intelligence to the next level by seamlessly merging media insights with hard financial metrics. This evolution creates a powerful, unified view of companies that connects market sentiment to quantifiable financial performance.

Enhanced Capabilities: Comparing o1 and GPT-4o

To demonstrate the enhanced capabilities of o1, we examine its performance against GPT-4o using an analysis of NVIDIA’s stock. The following comparison reveals how o1’s advanced features deliver superior insights across multiple dimensions:

1. Precision in Financial Metrics

When calculating financial metrics:

  • GPT-4o reported revenue growth and margin metrics, noting a 122% year-over-year (YoY) growth but lacked deeper context for implications.
  • o1, however, pinpointed the revenue figure of US$35.08 billion and linked this performance to NVIDIA’s dominance in AI chips and data centers. The model accurately calculated a net margin of 55% and EBITDA margin of 63.5%, tying these results to NVIDIA’s pricing power and efficiency.

o1 didn’t stop at presenting data—it explained why these figures matter, connecting NVIDIA’s financial performance to its strategic partnerships, like the Hon Hai collaboration, and its competitive edge in the AI infrastructure market.

2. Advanced Reasoning in Market Narratives

When analyzing market trends and narratives:

  • GPT-4o highlighted surface-level headlines, such as NVIDIA’s AI leadership and regulatory concerns.
  • o1 offered multi-layered reasoning, connecting the US$71 billion AI data center investment in Alberta to NVIDIA’s GPU demand pipeline while identifying underlying risks such as energy consumption challenges.

This ability to detect deeper connections between financial data and market narratives enabled o1 to address both immediate opportunities and longer-term risks, presenting a more insightful analysis. 

Diagram showing o1's key analysis capabilities in finance and markets
Figure 2: o1’s Enhanced Capabilities in four key analysis areas: Financial Metrics, Market Narratives, Risk Assessment, and Investment Guidance

3. Mathematical Proficiency and Quantified Risk Assessment

The o1 model’s advanced mathematical capabilities shine when evaluating risks and opportunities:

  • GPT-4o broadly flagged risks like market volatility and competition without deeper quantification.
  • o1 quantified these risks, providing a precise forward P/E of 29.4, justified by projected earnings growth. The model prioritized risks, such as growth deceleration and regulatory scrutiny, assigning probabilities and measuring their impact on financial metrics.

This structured, quantitative approach resulted in actionable insights that balance opportunity and risk—a critical advantage in financial analysis

4. Delivering Actionable Investment Guidance

Where GPT-4o offered general guidance, o1 delivered precise, data-driven recommendations:

  • GPT-4o recommended a conservative “Hold” rating with a price target of US$140.
  • o1 set a more confident target of US$165, supported by forward P/E analysis, free cash flow projections, and a clear growth trajectory.

Furthermore, o1 suggested specific entry points (US$120–125) and exit strategies, equipping investors with detailed, actionable plans for maximizing returns while managing risk.

Why o1 Matters for AiReportPro

The adoption of the o1 model in AiReportPro marks a transformative step for AI-driven analysis for insights. The model’s exceptional reasoning and mathematical proficiency enable:

  1. Precision: Accurate calculations of key financial metrics and risk probabilities.
  2. Depth: Contextualized insights that connect financial data to broader market narratives.
  3. Actionability: Clear, data-backed recommendations that empower confident investment decisions.

By building on the strong foundation of media intelligence outlined in our earlier article, AiReportPro now delivers a seamless integration of financial data and narrative insights. This combined approach ensures investors have a comprehensive understanding of both measurable performance and intangible sentiment drivers.

Conclusion: Redefining Financial Analysis with o1

OpenAI’s o1 model sets a new standard for AI-driven reasoning and quantitative analysis. Compared to GPT-4o, o1 offers:

  • Higher Precision: Accurate financial metrics with strategic context.
  • Advanced Reasoning: Deeper connections between data, trends, and risks.
  • Actionable Guidance: Clear investment strategies grounded in data.

The NVIDIA case study illustrates how o1 enhances AiReportPro’s ability to provide investors and analysts with a holistic, data-rich perspective. By combining precision, advanced reasoning, and actionable insights, AiReportPro enables decision-makers to navigate complex markets with confidence.

With its roots in AI-powered media intelligence and its new capabilities for integrating financial data, AiReportPro delivers a unified view of company performance, sentiment, and strategy—transforming the future of market analysis and decision-making.

For readers interested in exploring the NVIDIA case study, we invite you to leave us a message on our Contact tab. We will be happy to forward both reports generated using GPT-4o and o1 for your comparison.