Reported about 1 month ago
Liz Young Thomas from SoFi highlights a notable shift in corporate spending, where investors are becoming more cautious and demanding greater returns on capital expenditures, particularly in AI investments. Previously celebrated for significant spending in this area, companies are now facing scrutiny as investors seek proof of profitability. Despite current anxieties, Thomas states that overall corporate performance remains stable, with earnings being strong, leading to a focus on cost control and maintaining operating margins.
Source: YAHOO