AI mentions hit 331 companies in S&P 500 Q2 earnings calls—third-highest ever. That's 4x the level from late 2022.
Fourth straight quarter above 300 mentions. It's not slowing down.
97% of tech companies brought it up. Financials and telecom weren't far behind at 91% and 90%.
Only utilities, materials, and consumer staples stayed below 50%.
Every CEO knows they need to say something about AI now. Whether they're actually doing anything meaningful with it is another question.
The hype cycle is real, but so is the pressure to show you're not getting left behind.
Fourth straight quarter above 300 mentions. It's not slowing down.
97% of tech companies brought it up. Financials and telecom weren't far behind at 91% and 90%.
Only utilities, materials, and consumer staples stayed below 50%.
Every CEO knows they need to say something about AI now. Whether they're actually doing anything meaningful with it is another question.
The hype cycle is real, but so is the pressure to show you're not getting left behind.
