AI headlines are back in focus, but this earnings season may be more about scrutiny [Video]
|AI headlines are back in focus, but this earnings season may be less about hype and more about scrutiny. Strong results from TSMC and a broad rally in semiconductor stocks reminded markets of AI’s growth potential, yet underlying risks remain. From complex financing structures at Meta to revenue recognition timing at Nvidia, investors are increasingly examining the quality behind the numbers. Rising costs, supply risks and stretched valuations add further pressure, making it clear that even Big Tech can no longer rely on sheer size to impress.
This episode explores how AI continues to shape markets, the dynamics of earnings season, and what investors should watch closely in the weeks ahead. Are these gains sustainable, or is the optimism already priced in?
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