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AI has raised the market at a high level of all time.
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But this earnings season will be an important moment to show great technologies that Mass costs are repaid.
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Here are three big questions that investors have about AI before this month’s technology earnings.
Big Tech companies are going to know investors soon if all fraud still deserves it.
In the conditions of tariff tiles and the uncertainty of the market, the technological trade continues to increase the S & P 500. Due to this month’s launch this month, investors are looking for information that needs to know if AI fuel can learn more.
Deepseek’s operation. Eric Sherida, head of the Goldman Sachs Group, according to Goldman Sachs Group, according to Goldman Sachs Group Co-Chair, Eric Sherida, according to Goldman Sachs TMT Group, according to Goldman Sachs Group Co-Chair.
“There is a growing attention to the dynamics of the Maurit or Return,” Sheridan said to business inners. “How do we see the enterprises use AI? How do we see consumers accept AI applications in their daily lives?
Does AI technology deliver its promise to increase productivity and profit margins? Investors will soon address the second quarter earnings season.
Big Tech has filled billions in the construction of AI infrastructure, and there is a debate in Wall Street about how many companies can spend.
As of February, Amazon, Microsoft, Alphabet and Meta’s total AI for 2025 amounted to more than $ 300 billion, was registered in 2024 dollars.
The competition in AI space is fierce as large technology companies compete to develop better language models. And it’s still early stages, considering that this level of capital expenditures can be well maintained in the future.
“There is still a lot of low visibility what they are going to spend next year,” Sheridan said about great technology companies.
“I would not have a high probability to decline,” he added.
Many money and efforts are shed to companies in AI tools, but investors want a clearer sign of what is in any case.
Investors will Look for an instructions for earnings that the adoption of AI speeds up. They are not just interested Nvidia Beats the expectations of the agreement. they Also among other companies is the more common adoption of AI.
Investors have reason to optimism, as there were green staff in the previous months. The earliest signs of adoption are mainly shown in the software industry, as companies accept the agency AI to complete autonomy.