Stress test: what to watch as 16 AI giants report this week
This week marks the biggest week of the US earnings season, with over a third of major companies reporting, and it's shaping up as the ultimate stress test for the AI trade. Results will come from every layer of the AI supply chain, from data centre infrastructure and semiconductor equipment makers to chip designers and hyperscalers, revealing whether the enormous capital expenditure pouring into AI is delivering real returns.
Watchlist: Dell, Coca-Cola, Paladin
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