Just how much is the AI discourse helping stocks? An analyst scoured earnings calls for clues

📆 11/09/2023 01.35.00
📰 MarketWatch

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More S&P 500 index companies during the second quarter mentioned 'AI' than at any point since at least 2010, according to an analysis published on Friday.

Talking about AI alone has been pixie dust for big technology stocks this year. And as executives look for any way to shoehorn AI into their business plans, more S&P 500 index companies during their second quarter earnings calls mentioned “AI” than at any point since at least 2010, according to a report published on Friday.

What’s more, according to the report from FactSet, the companies talking about AI — even the ones that aren’t the big, obvious tech names — have seen their stocks fare better than shares of companies that...

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