{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"A Wild Earnings Season","description":"We\u2019re just out of the recent earnings season and we\u2019ve seen a wild range of results and some interesting implications. Melissa Otto CFA, head of S&P Global\u2019s Visible Alpha research team, returns to discuss what that markets have been saying and what she makes of the data with host Eric Hanselman. Macroeconomic effects are having some impact, as consumer sentiment diverges across the top and the bottom of the economy. In technology, there are mixed feelings about AI as the hunt continues for use cases with decisive revenue returns. The hyperscalers are continuing to invest capital at staggering rates and, so far, the markets have mostly approved. AI supply chain companies, like NVIDIA, are generally moving forward with solid results. The larger question is where is the AI boom headed. There are constraints not only in supply chains for data centers, but also in energy supply. Agentic AI has a lot of promise, but needs to prove out its value and earn trust, as providers look to improve efficiency with more targeted silicon, like ASICs, to stand up alongside the forests of GPU\u2019s being deployed. As investors hunt for improved returns, they may be rotating to international opportunities and small cap companies that might be able to see faster returns from AI deployments. More S&P Global Content: Next in Tech podcast: Agentic Customer Experience Nvidia GTC in DC Blackwell expectations increase Otto: Markets are grappling with how to price AI-related stocks   Next in Tech podcast, Episode 239: AI Infrastructure For S&P Global Subscribers: A view of peaks and plateaus AI to lead tech spending in 2026, but orgs losing track of energy efficiency \u2013 Highlights from Macroeconomic Outlook, SME Tech Trends Hyperscaler earnings quarterly: Alphabet, Amazon and Microsoft charge ahead on AI capacity buildouts Agents are already driving workplace impact and agentic AI adoption \u2013 Highlights from VotE: AI & Machine Learning Big Picture 2026 AI Outlook: Unleashing agentic potential Credits: Host\/Author: Eric Hanselman Guest: Melissa Otto, CFA Producer\/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith ","author_name":"Next in Tech","author_url":"https:\/\/www.spglobal.com\/marketintelligence\/en\/news-insights\/podcasts\/next-in-tech","html":"