AI upside remains missing in latest earnings spate

week or so in the markets is whether we've hit an inflection point over how AI spending and valuations will be scrutinized going forward. Mackenzie Seagalos joins us now with more. Hey Mac. Hey Scott.So names like Oracle, Broadcom, AMD, and Nvidia have all surged in the past few months off the back of OpenAI partnerships. But now the focus is on who is turning those headlines into real revenue. Only AMD has reported so far.And while it did beat on earnings and guidance, the AI upside is still missing with t ...