Why I have hated this earnings season — and you might too

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Sridhar Ramaswamy أخبار

Earnings Season,Pepsico,Ramon Laguarta

This earnings has started with a whimper.

) CEO Ramon Laguarta told me it will be a spring and summer of innovation. Think more power-packed Gatorade powders and tablets for workout freaks like yours truly. Let's do this!ahead of its earnings. He promised that the cloud computing company would be picking up the pace on artificial intelligence innovations this year, aiming to satisfy the Street's appetite for newness.that is piling up and catching investors off guard.

"We still see very good demand out in the marketplace around large transformational deals, digital transformation," Kavanaugh said. "We had our largest first quarter in consulting signings in many years. So the demand profile is out there. Our AI bookings for consulting in the first quarter doubled all of 2023."

It's been an "everything buy bonds" bull rally in markets for months, but BofA is cautiously watching a couple of indicators. -- Nvidia Corp. shares rallied back from last week’s selloff as some of the chip giant’s biggest clients are doubling down on artificial intelligence investments.Most Read from BloombergPlunging Home Prices, Fleeing Companies: Austin’s Glow Is FadingJavier Milei Fuels Wild Rally That Makes Peso No.

 

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