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AI Earnings Expectations Leave Little Room for Error
Earnings season is approaching with Wall Street already expecting another strong quarter, but the bar may be harder to clear as investors look for proof that AI spending can keep driving profit growth.
Chuck Zodda and Paul Lane break down why Goldman Sachs says the latest wave of earnings surprises may be difficult to repeat, how AI infrastructure spending is shaping expectations for tech and semiconductor companies, and why commentary on future capital spending may matter more than the numbers themselves. They also discuss SpaceX’s early trading after joining the Nasdaq 100, Apple’s expanded…
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