Shah Gilani on Big Tech earnings, AI profitability expectations

ANNSR Market Analytics founder and Chief Investment Officer Shah Gilani discusses how Big Tech companies must justify AI investments through profitability in upcoming earnings reports on 'Varney & Co.'

Shah Gilani highlights the critical need for Big Tech companies to demonstrate AI profitability in their upcoming earnings reports. He compares the valuations of Chinese AI firms like Moonshot to American competitors like OpenAI, underscoring investor focus on how quickly U.S. companies can turn AI spending into tangible profits.