According to The Kobeissi Letter, a record 50% of S&P 500 companies mentioned 'AI' during their Q4 2024 earnings calls, marking a fivefold increase over the past two years. Despite recent disruptions from DeepSeek, large cap tech stocks continue to invest heavily in AI-related capital expenditures.

According to The Kobeissi Letter, a record 50% of S&P 500 companies mentioned 'AI' during their Q4 2024 earnings calls, marking a fivefold increase over the past two years. Despite recent disruptions from DeepSeek, large-cap technology stocks are significantly increasing their capital expenditures, indicating sustained investor interest and potential impact on stock prices. This trend is key for traders focusing on tech stocks as AI continues to drive corporate strategies and market valuations.