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Tiffany McGhee Says AI Trade Needs Revenue Results as Expectations Rise

Bloomberg Technology Thursday 22 October 2026, 21:59 UTC 1 min read
Key Points

Oct 22nd, 2026 Tiffany McGhee Says AI Trade Needs Revenue Results as Expectations Rise Tiffany McGhee, CEO and CIO of Pivotal Advisors, says recent selling does not undermine her confidence in the technology trade. She notes that tech-company performance and earnings have been strong, but expectations are exceptionally high: investors increasingly want companies to show that AI spending is translating into revenue, and even results that meet forecasts can disappoint after analysts raise the...

Oct 22nd, 2026 Tiffany McGhee Says AI Trade Needs Revenue Results as Expectations Rise Tiffany McGhee, CEO and CIO of Pivotal Advisors, says recent selling does not undermine her confidence in the technology trade. She notes that tech-company performance and earnings have been strong, but expectations are exceptionally high: investors increasingly want companies to show that AI spending is translating into revenue, and even results that meet forecasts can disappoint after analysts raise the bar. She speaks with Romaine Bostick & Jess Menton on "The Close."
Tiffany McGhee (PERSON) AI Trade Needs Revenue (ORG) CIO of Pivotal Advisors (ORG) AI (ORG) Romaine Bostick & Jess Menton (ORG)
Originally published by Bloomberg Technology Read original →

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