Mega-cap tech "other income" was $155bn and 12% of S&P 500 EPS in Q2
That’s expected to fade in Q3 as the equity investments didn’t appreciate as much in Q3 - investments like Anthropic, OpenAI, etc.
That’s expected to fade in Q3 as the equity investments didn’t appreciate as much in Q3 - investments like Anthropic, OpenAI, etc.
