Microsoft earnings due out later this month could serve as the next major test for artificial intelligence as investors hunt for signs that the buzzy technological innovation is actually boosting companies' bottom lines.
Nvidia has been an exception, blowing past Wall Street's guidance for the past few quarters due to AI tailwinds .
The remarks led some Wall Street analysts to fret over a delayed ramp-up in AI availability.
"There are going to be some outliers, but for the most part there is more risk-reward related to AI going into this earnings period."
More loosely, Wall Street analysts have expressed concerns about AI monetization and expectations across the sector heading into the fourth-quarter reporting period.
Persons:
Paul Meeks, Merrill Lynch, Piper Sandler, OpenAI, Amy Hood, Copilot, Micrsoft, Meeks, Amy Kong, Nancy Tengler, Gene Munster, Corient's Kong, Wolfe, Alex Zukin, Dubravko, Michael Bloom
Organizations:
Microsoft, Merrill, Merrill Lynch Investment, Nvidia, Wall, Baker School of Business, The, Investments, Asset Management, Munster, Wall Street, Tech
Locations:
OpenAI, hasn't