AI integration begins to impact corporate fundamentals

Michelle Weaver, head of US thematic research at Morgan Stanley, highlighted that companies are now experiencing tangible benefits from AI adoption as it transitions from experimental phases to actual implementation. According to Weaver, approximately 25% of S&P 500 companies are currently measuring the advantages of AI, a significant increase from 14% a year earlier. This shift is also contributing to improved forward margins for AI adopters. Weaver noted, "You’re starting to see this come into the fundamentals." The interview was released on August 27, 2026, and reflects the growing impact of AI on corporate financials. The data underscores a broader trend in how AI is being integrated into business operations, with measurable outcomes now becoming more common. This marks a pivotal moment in the evolution of AI within the corporate sector, as its influence starts to show in core financial metrics.