AI cited in record number of earnings calls, signaling market shift

Name: AI cited in record number of earnings calls, signaling market shift
Uploaded: 2025-12-12T19:53:45Z
Duration: 44 s
Description: David Nelson discusses the surge in 'AI' mentions during S&P 500 earnings calls, reaching a 10-year high with 306 companies citing it. He argues that simply chasing the 'next chip company' is no longer an edge, as it has become consensus. Investors need to look deeper into the food chain for real opportunities.

Making Money with Charles Payne · FBN · Dec 12, 2025 · 44sSign Up Now

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David Nelson discusses the surge in 'AI' mentions during S&P 500 earnings calls, reaching a 10-year high with 306 companies citing it. He argues that simply chasing the 'next chip company' is no longer an edge, as it has become consensus. Investors need to look deeper into the food chain for real opportunities.

Watch AI cited in record number of earnings calls, signaling market shift - Making Money with Charles Payne | FOX One