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US Earnings
AI
Miles de millones de dólares se mueven a través de la cadena de suministro de la IA. La pregunta es qué parte de la infraestructura está convirtiendo esa inversión en ingresos.
The Editorial Desk
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July 20, 2026
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AI
US Earnings
We have spent the last three instalments of this series mapping the plumbing of the 2026 economy: the banks that anchor the capital, the utilities that supply the electrons, and the chipmakers building the silicon. As the April reporting season moves into its final act, attention shifts to the front door.
AI
US Earnings
April's US earnings season is landing in a market that wants more than a good story. JPMorgan has already set a high bar with a strong result, and attention is now shifting to the engine room of the S&P 500: AI infrastructure where three companies are at the centre of that story.