Earnings In ’25 & AI Exuberance

With this year half over, it’s time to look at which S&P 500 sectors and industries embody Wall Street analysts’ highest expectations for earnings rebounds next year. Jackie has the data and discusses what’s been going on within these industries to light fuses under their earnings growth. … And in our Disruptive Technologies segment: We’re the first to agree that widespread adoption of AI will be a game-changer for many an industry. But tech CEOs are making some pretty wild claims. Is the potential of AI really all they’re cracking it up to be?