Morgan Stanley: "Companies adopting AI are well-positioned for margin improvement this earnings season"
MS Morgan Stanley
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View chart & analysis → - 1Morgan Stanley strategist Michael Wilson said that US companies that have adopted AI are in a favorable position to improve margins this earnings season.
- 2He projected that net margin expansion driven by AI adoption will reach roughly 100bp by 2027, and cited Halliburton, Bank of America, CVS Health, and NextEra Energy as beneficiaries.
- 3He explained that 40% of companies that have adopted AI mentioned quantitative effects during this earnings season, up from 21% a year ago, and that productivity has increased by an average of about 10% over the past year.
Source Bloomberg · View original ↗
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