AI | Morgan Stanley Says AI Benefits Are Showing Up in Company Fundamentals

Michelle Weaver, head of US thematic research at Morgan Stanley, said companies are beginning to see measurable benefits from AI as adoption moves from experimentation into production, according to Bloomberg. She said about 25% of S&P 500 companies are now quantifying AI benefits, up from 14% a year ago, and that AI adopters are also seeing relative forward margin expansion. The interview aired Aug. 27, 2026.