Morgan Stanley: AI Applications Expected to Boost Corporate Profit Margins by Approximately 100 Basis Points

Odaily Planet Daily News Morgan Stanley’s Chief US Equity Strategist, Michael Wilson, stated that US companies proactively integrating AI capabilities into their operations are expected to demonstrate stronger profitability in this earnings season. His team believes that companies for which AI is a core investment thesis and which possess neutral to strong pricing power will see the most significant margin improvements. They anticipate that as AI applications continue to advance, the net profit margins of related companies could cumulatively rise by approximately 100 basis points by 2027. (Bloomberg)