Capex guidance
Search documents
Dessai: This week could set the tone for the AI trade into 2026
CNBC Televisionยท 2025-10-27 11:40
You've got the five biggest stocks in the US accounting for about 17% of all the global stock markets according to Goldman Sachs. How do you characterize the importance of these earnings report moving forward. >> Codesa, good to be on.This is clearly a very important week for earnings across the board. Uh and that could set the tone for the AI trade going into the end of the year as well as for 2026. Um and if you look at earnings so far coming into this quarter, they have been pretty good.But I think two f ...