AI Adopters Poised to Outperform on Margins: Weaver
Michelle Weaver, head of US thematic research at Morgan Stanley, says the benefits of AI adoption are beginning to flow through to earnings, with the firm’s analysis showing high-materiality AI...
By Bloomberg Markets · Bloomberg Markets
Michelle Weaver, head of US thematic research at Morgan Stanley, says the benefits of AI adoption are beginning to flow through to earnings, with the firm’s analysis showing high-materiality AI adopters on track for 460 basis points of EBIT margin expansion through year-end. She expects that advantage to continue into next year. She speaks on "Bloomberg Surveillance." (Source: Bloomberg)