Tiffany McGhee Says AI Trade Needs Revenue Results as Expectations Rise

Tiffany McGhee, CEO and CIO of Pivotal Advisors, says recent selling does not undermine her confidence in the technology trade. She notes that tech-company performance and earnings have been strong, but expectations are exceptionally high: investors increasingly want companies to show that AI spending is translating into revenue, and even results that meet forecasts can disappoint after analysts raise the bar. She speaks with Romaine Bostick & Jess Menton on "The Close." (Source: Bloomberg)