# The AI rotation stole the spotlight from a strong start to earnings season

> Source: <https://www.machinebrief.com/news/the-ai-rotation-stole-the-spotlight-from-a-strong-start-to-e-m54m>
> Published: 2026-07-18 16:33:19+00:00

# The AI rotation stole the spotlight from a strong start to earnings season

Source:

[CNBC Technology](https://www.cnbc.com/technology/)The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings season.

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