Sarah Hunt

The market was coming into all of this on fairly high levels and had a lot of expectations.

And even if you're meeting some of those, it's not good enough in an environment where people are starting to get scared again about what is going to get disrupted by AI.

The market was coming into all of this on fairly high levels and had a lot of expectations.

And even if you're meeting some of those, it's not good enough in an environment where people are starting to get scared again about what is going to get disrupted by AI.

The market was coming into all of this on fairly high levels and had a lot of expectations.

And even if you're meeting some of those, it's not good enough in an environment where people are starting to get scared again about what is going to get disrupted by AI.

Right now, we still think that earnings are the most important thing.

And the fact that Google is reporting tonight is that that's going to be an important bellwether because you've seen some mixed results from companies and even companies with good numbers.

If you're not giving fantastic guidance going forward or people looking for very strong numbers going forward, there's a lot of easy disappointments that seem to be happening here.