Companies reporting second-quarter earnings have significantly increased their discussions about artificial intelligence (AI) compared to the previous quarter. S&P 500 companies leading in AI discussions during conference calls earlier this year surpassed their own performance in the latest quarterly calls. Intel executives and analysts mentioned AI 58 times in their recent call, up from 15 mentions in April. Despite Intel's decline in data center and AI business sales, the company is making efforts to catch up with competitors like Nvidia. Alphabet and Microsoft also saw increased mentions of AI in their analyst calls.

The growing interest in AI reflects optimism about its potential to improve efficiency and offer new services across various industries. This has contributed to the surge in the Nasdaq and S&P 500. Over a third of S&P 500 corporations mentioned AI in their conference calls this month, compared to about a quarter in the first quarter. Technology giants as well as non-tech companies, including Moody's Corp, S&P Global Inc, Travelers Companies, Omnicom Group, Equifax, and Digital Realty Trust, have emphasized the integration of AI into their operations. Roku Inc, a video streaming company, experienced a boost in its shares following a positive quarterly revenue forecast.