Tiffany McGhee Says Earnings Must Show AI Spending Is Paying Off

source: news (news:bloomberg-tech)published 2026-10-05 21:48ingested 2026-10-06 02:55

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Oct 5th, 2026

Tiffany McGhee Says Earnings Must Show AI Spending Is Paying Off

Tiffany McGhee, CEO and CIO of Pivotal Advisors, described the market as resilient but still sensitive to interest rates. Ahead of earnings season, which begins Tuesday the 13th, she said investors will focus on whether companies can demonstrate monetization of their AI investments, as well as whether geopolitical tensions are affecting individual businesses. She speaks with Scarlet Fu & Hema Parmar on "The Close."

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