Investor Says Earnings Must Show AI Spending Is Paying Off

Tiffany McGhee, CEO and CIO of Pivotal Advisors, said the market is resilient but still rate-sensitive. Ahead of earnings season, investors will focus on whether companies can demonstrate monetization of AI investments and whether geopolitical tensions affect individual businesses.

• Pivotal Advisors CEO: AI Trade Needs Revenue Proof2026-10-22