# Will EPS Season Become Worry Season?

Page: https://stenobird.com/podcast/kwm-market-minute-7621832/will-eps-season-become-worry-season
Text version: https://stenobird.com/podcast/kwm-market-minute-7621832/will-eps-season-become-worry-season.md
Podcast: [KWM Market Minute](https://stenobird.com/podcast/kwm-market-minute-7621832)
Published: 2026-07-27T19:09:51+00:00
Episode link: https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/season-become-worry-season.mp3
Audio file: https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/season-become-worry-season.mp3
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JSON: https://stenobird.com/v1/public/podcasts/kwm-market-minute-7621832/episodes/will-eps-season-become-worry-season

## Resource

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.

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## Transcript

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