The upcoming tech earnings season will be crucial for Big Tech companies to prove the value of their significant AI investments.
Investors have key questions regarding AI adoption, AI capital expenditures, and the potential impact of AI on companies' profitability.
There is a focus on whether AI technology is delivering on its promise of increasing productivity and profit margins amidst significant investment in AI infrastructure.
Investors are eager to see if savings from AI can offset tariff headwinds and if AI use cases can provide a shield against potential challenges.