”While AI will have an impact on labor markets, it could have a net positive effect on employment growth. S&P 500 companies could reap annual net benefits of $920 billion from full AI adoption, mainly from cost reductions and additional revenue. The market capitalization of the S&P 500 could potentially increase by as much as $16 trillion in the long term. Investors should start assessing the potential economic impact, as there are signs of an inflection point in companies’ AI adoption. As corporations pour billions into artificial intelligence, investors are asking the trillion-dollar question: Will this tech revolution supercharge productivity and profits, or simply automate away jobs? A new Morgan Stanley Research analysis suggests the answer may be more optimistic than expected—pointing to AI as a force that could elevate labor markets and boost company valuations, not just replace human workers.”
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Morten W. Langer
