Quick look at today's (6/2) U.S. earnings — mainly eyeing the AI-related ones 👀

Just pulled together what's dropping today. Most interesting stuff is obviously anything touching AI infrastructure, chips, or enterprise adoption.

Usually these earnings calls drop hints about capex trends, GPU demand, or which verticals are actually spending real money on AI (vs just talking about it). Worth listening to management tone — are they still bullish or starting to sound cautious?

Personally always curious if any surprises pop up in guidance or if someone mentions a new AI product that's actually generating revenue. Most of the time it's just noise, but occasionally you catch something early.