Artificial Intelligence Is Being Name-Checked By Tech More Than Ever This Earnings Season
Portfolio Pulse from Natan Ponieman
Artificial Intelligence (AI) is increasingly becoming a central part of tech companies' business strategies, with mentions of AI during earnings calls reaching record highs in Q2. Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) mentioned AI the most, with 62 mentions, followed by Intel (NASDAQ:INTC) and Microsoft (NASDAQ:MSFT) with 58 mentions each. Other companies such as Advanced Micro Devices (NASDAQ:AMD), Apple (NASDAQ:AAPL), and Amazon (NASDAQ:AMZN) are also expected to discuss AI in their upcoming earnings calls. AI mentions are also increasing outside the tech sector, with over a third of S&P 500 companies mentioning AI this quarter.
July 31, 2023 | 6:58 pm
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Apple's upcoming earnings call is expected to discuss AI, indicating a potential focus on AI in its business strategy.
Apple's upcoming earnings call is expected to discuss AI, indicating a potential focus on AI in its business strategy. However, the impact on its stock price will depend on the specifics of the company's AI strategy and initiatives.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 50
NEUTRAL IMPACT
AMD's upcoming earnings call is expected to discuss AI, indicating a potential focus on AI in its business strategy.
AMD's upcoming earnings call is expected to discuss AI, indicating a potential focus on AI in its business strategy. However, the impact on its stock price will depend on the specifics of the company's AI strategy and initiatives.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 50
NEUTRAL IMPACT
Amazon's upcoming earnings call is expected to discuss AI, indicating a potential focus on AI in its business strategy.
Amazon's upcoming earnings call is expected to discuss AI, indicating a potential focus on AI in its business strategy. However, the impact on its stock price will depend on the specifics of the company's AI strategy and initiatives.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 50
NEUTRAL IMPACT
Intel's increased mentions of AI suggest a focus on AI, but analysts do not see AI as an investable theme for Intel shares currently.
Despite Intel's increased mentions of AI during its earnings call, analysts do not see AI as an investable theme for Intel shares currently. This suggests that while the company is focusing on AI, it may not have a significant impact on its stock price in the short term.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 100
POSITIVE IMPACT
Alphabet's increased mentions of AI indicate a strong focus on AI in its business strategy, which could potentially drive growth.
Alphabet's increased mentions of AI during its earnings call indicates a strong focus on AI in its business strategy. This could potentially drive growth in the company's various operations, including its ads business and cloud products.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Microsoft's mentions of AI indicate a strong focus on AI and cloud, which could potentially drive growth.
Microsoft's increased mentions of AI during its earnings call indicates a strong focus on AI and cloud. This could potentially drive growth in the company's various operations, including its Azure cloud platform.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100