Editorial companion

What stands out

Tim Murray, a capital markets strategist at T. Rowe Price, told BNN Bloomberg that "Amazon probably did the best job on their earnings call" while discussing AI investing, and the line is worth pausing on. The clip highlights a subtle pivot investors are making from speculative AI talk to executives who can point to revenue and product rollouts, and Murray's view matters because it comes from a major active manager weighing where to put client dollars. For anyone deciding whether AI is a slogan or a sustainable advantage, this is a live example of how professionals are parsing the difference.