A quarter of the S&P now claims measurable AI benefits. Last year it was 14%

Morgan Stanley analysis shows 25% of S&P 500 companies reported measurable AI benefits in Q2 2026, up from 14% a year earlier, signaling a market shift towards AI-driven margin expansion. Sectors like transport, software, and professional services are seen as well-positioned for AI gains, while semiconductor stocks face pressure despite strong demand.