OpenAI’s Sam Altman sat down with Microsoft chief Satya Nadella for what he must’ve imagined would be a friendly interview with Altimeter Capital founder Brad Gerstner — but the venture capitalist asked the big question that is puzzling the entire market.
Why investors are no longer rewarding earnings beats, according to Goldman Sachs
The frequency of positive earnings surprises is the best this century, other than the reopening period after the pandemic in late 2020 and is…