AI earnings season splits stock markets as investors reward returns, punish heavy spending

While profits at S&P 500 and Stoxx Europe 600 constituents as a whole are tracking one of the best quarterly increases in years, traders have been much more discerning about how much cash is being spent on developing generative AI.

Aug 1, 2026 - 22:00
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AI earnings season splits stock markets as investors reward returns, punish heavy spending
While profits at S&P 500 and Stoxx Europe 600 constituents as a whole are tracking one of the best quarterly increases in years, traders have been much more discerning about how much cash is being spent on developing generative AI.

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