๐ Big Tech Earnings Are Crushing It โ But Investors Are Demanding AI Revenue Receipts Now
S&P 500 blended earnings growth hit 47.4% year-over-year this season, smashing the 23.3% consensus estimate, with 86% of companies beating expectations. Meta posted 28% revenue growth YoY despite tighter margins, with ad impressions up 14% and prices rising 12%. The real narrative this quarter: which mega-cap is actually converting billions in AI capex into real, measurable revenue? Are you satisfied with how Big Tech is monetizing its AI investments so far?
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