AI TRENDS | Morgan Stanley's Michael Wilson Says AI-Focused U.S. Companies May Show Stronger Earnings
2026-07-27 09:53:39
Morgan Stanley chief U.S. equity strategist Michael Wilson said U.S. companies that actively integrate AI capabilities into their businesses may show stronger profitability in the current earnings season. According to Odaily, his team said companies with AI as a core investment thesis and neutral to strong pricing power are seeing the most notable margin improvement, and that as AI adoption continues, related firms' net profit margins could rise by about 100 basis points by 2027.
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