Episode
Will EPS Season Become Worry Season?
- Podcast
- KWM Market Minute
- Published
- Jul 27, 2026
- Processing state
not_requested- Canonical source
- https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/season-become-worry-season.mp3
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Summary
Jason and Jordan discuss how the AI debate has shifted from imagination to the application stage as investors focus on which companies can translate AI spending into earnings. They also discuss investor anxiousness due to several headwinds.