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AI Adopters Poised to Outperform on Margins: Weaver

Bloomberg Markets Monday 12 October 2026, 15:07 UTC 1 min read
Key Points

Oct 12th, 2026 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."

Oct 12th, 2026 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."
Weaver Michelle Weaver (PERSON) US (LOCATION) Morgan Stanley (ORG) EBIT (ORG)
Originally published by Bloomberg Markets Read original →

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