Mark Lushini

Nothing else in the world smells like that.

Investors are looking beyond the headline and guidance numbers for clarity on AI capital investments.

Mark Lushini is chief investment strategist at Janney Montgomery Scott.

He's watching revenue.

I mean, right now we're seeing not only estimates, obviously, as we're closing out confession season for the first

for the fourth quarter, continue to beat expectations.

That's a pretty heady pace, not only on earnings, but revenues.

Among this week's most closely watched reports will be Walmart, also reporting tech names, Palo Alto networks, analog devices, and cadence design systems.

In New York, Charlie Pellett, Bloomberg Radio.

Nothing else in the world smells like that.