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

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

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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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