
Tech Trader - The Outlook for Q2 Tech Earnings
Barron's Live
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The Future of Generative AI
The last real earnings from a technology company was extensure, which showed some softness on the consulting side. The reason I say we're in a kind of a mini hype cycle is generative AI for your clients into perspective. Our best guess is it really starts to hit the models in 2025 So right now we've had a massive run Right and it happened in 99. It's so early now will they become a major player? Yes Uh, but um it's been scrutinized and I can see it In every single software report last quarter large deals We're getting scrutinized by the c-suite And I don't I think you'll still see that But I think budgets in
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