raisbeckfoto Ahead of the two busiest weeks of the second quarter reporting period, there is a stealthy cautious approach to the recently-red-hot AI theme. Bank of America Global Research reports that forward-12-month earnings growth estimates for AI stocks are falling. Contrast that to generally rising S&P 500 EPS trends. What’s more, firms adjacent to the AI theme still appear to be faring well in terms of profit expectations.  Cisco (NASDAQ:CSCO) has seen a mixed bag of sellside EPS revisions while b ...