AI Spending Faces Its First Big Earnings Test

Podcast: The Financial Exchange Show · The Financial Exchange Network

Opublikowano: 2026-10-13

Earnings season is underway, and investors are looking for signs that the massive AI buildout can keep supporting profit growth across tech, chips, energy, and the broader market. Mike Armstrong and Paul Lane discuss the latest earnings from JPMorgan, Wells Fargo, Goldman Sachs, and Citigroup, and what the big banks reveal about trading, lending, and the economy. They also break down why Wall Street is expecting unusually strong third-quarter earnings, how much of that growth depends on AI spending and energy profits, why the memory-chip trade is showing new cracks, what tomorrow’s inflation report could mean for th...