AI-related corporate earnings

What experts have said about AI-related corporate earnings

2 statements · 2 negative

1. Adam SchwabNegativeJul 27, 2026· The Contrarians with Adam and Adir

   Reported AI-related earnings are distorted by capitalization and investment markups.

   “So we've got double. So there's two reasons why these earnings are just a fraud.”

   Listen at 52:39

   Open the episode · AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong Places
2. Adam SchwabNegativeJul 27, 2026· The Contrarians with Adam and Adir

   AI-boom earnings may represent economically fake revenue despite being reported as real.

   “this could be the same thing again this is fake. It's real revenue in inverted commons but it's really fake revenue.”

   Listen at 53:01

   Open the episode · AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong Places

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.