Pivotal Advisors CEO: AI Trade Needs Revenue Proof

Tiffany McGhee, CEO of Pivotal Advisors, says recent selling doesn't shake her confidence in the tech trade. She notes strong performance and earnings but exceptionally high expectations: investors increasingly want proof that AI spending translates into revenue, and even in-line results can disappoint after analysts raise the bar.

• Investor Says Earnings Must Show AI Spending Is Paying Off2026-10-05