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 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." ()