The latest earnings season reveals a significant recovery for companies outside the tech sector, marking a shift from the dominance of major tech firms. For the first time since late 2022, broader profit growth is expected among S&P 500 companies, excluding the top seven tech giants. This trend indicates a more balanced market, providing investors with diverse opportunities beyond just a few stocks.
Despite the positive earnings outlook, major retailers like Home Depot, Walmart, and Target have yet to report, leaving uncertainty about consumer spending. The performance of these companies will be crucial as traders remain cautious about potential economic slowdowns. Additionally, Nvidia's upcoming report is highly anticipated, given its pivotal role in the AI sector.
• AI investment returns are uncertain, impacting major tech companies' outlooks.
• Nvidia's report is crucial for understanding AI spending trends.
The article discusses how AI investments are influencing company performance and market dynamics.
The focus on AI monetization is highlighted as a key concern for companies during the earnings season.
The article notes that companies may cut back on AI spending if economic conditions worsen.
Nvidia's performance is critical for investors interested in AI, as it is a major beneficiary of AI spending.
Meta's recent revenue growth attributed to AI indicates its importance in the evolving tech landscape.
The Associated Press - Business News on MSN.com 8month
Isomorphic Labs, the AI drug discovery platform that was spun out of Google's DeepMind in 2021, has raised external capital for the first time. The $600
How to level up your teaching with AI. Discover how to use clones and GPTs in your classroom—personalized AI teaching is the future.
Trump's Third Term? AI already knows how this can be done. A study shows how OpenAI, Grok, DeepSeek & Google outline ways to dismantle U.S. democracy.
Sam Altman today revealed that OpenAI will release an open weight artificial intelligence model in the coming months. "We are excited to release a powerful new open-weight language model with reasoning in the coming months," Altman wrote on X.