We updated this research article. Visit the link to view the latest insights. In short According to the latest “What CEOs talked about” report, three themes noticeably gained traction in earnings calls in Q2/2023: 1. AI & Generative AI, 2. Bank troubles, and 3. Reshoring. Discussions around economic uncertainty, sustainability, and supply chain disruptions lost traction. Why it matters The prioritization of specific topics by CEOs will likely lead to further investment in these areas. The...
