On Watch by MarketWatch

Is Big Tech running out of time?

Episode Summary

We’ve reached a new stage in the AI boom. Big Tech earnings — and the rest of the market — have been bolstered by the AI era. But now, Wall Street is expecting more than just promises. Are these companies set up for success? Or is it a pressure they can’t quite handle? 

Episode Notes

We’ve reached a new stage in the AI boom. Big Tech earnings — and the rest of the market — have been bolstered by the AI era. But now, Wall Street is expecting more than just promises. Are these companies set up for success? Or is it a pressure they can’t quite handle?