4 Big Takeaways Investors Can't Ignore From Earnings Season
Yahoo Finance·2025-09-13 16:44
This concentration risk goes beyond too much money being exposed to technology stocks. It's industry-specific. And yes, artificial intelligence is that industry. Analytics outfit FactSet reports a record-breaking 287 of the S&P 500's companies mentioned AI at least once during the second-quarter earnings calls, extending a growth trend that was less than 60 counts as of the third-quarter of 2022, right before the launch of ChatGPT sparked an artificial intelligence arms race.Still, it's an imbalance that in ...