STORY: “For big tech generally, I think the sense of is cautiously optimistic, cautiously positive. I don’t think, you know, the big question about when are we going to see this kind of step up function with AI, you know, as it relates to kind of, you know, translating into, you’re really unlocking, you know, huge shareholder ROI. I think we could see that come this year, but I don’t think it’s going to be this earnings season. I think it’s going to be in the back half of the year,” says McMillan.He points to Salesforce and its agentic AI offerings as an example of what he expects to see from more companies as large language models play a more central role in businesses.