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Stock impact report

What comes after the bubble could be electrifying [Yahoo! Finance Canada]

The Carlyle Group Inc. (CG) 
Last the carlyle group inc. earnings: 4/30 06:40 am Check Earnings Report
US:NASDAQ Investor Relations: ir.carlyle.com
As Wells Fargo's Ohsung Kwon argues, small-cap stocks (as tracked by the Russell 2000, or RTY) could see a bigger tailwind from AI than large-cap stocks (as tracked by the S&P 500 or SPY). "We see signs that small caps have been slower to adopt AI than large caps," Kwon wrote on Monday. "We believe the next leg of AI adoption is in small caps — the longer-term bull case for RTY. We estimate every 1% labor cost saving translates to a ~2% EPS boost for SPX, but 6% for RTY." This is what makes the promise of AI truly exciting for investors: The beneficiaries aren't limited to those developing the technology. Companies across industries have been exploring AI applications, and many are already implementing them in their operations It could take years to see the benefits ? To be clear, we're still in the early innings of the AI era, and it'll take time before we better understand the actual impact on productivity across sectors. But if costs indeed come down materially and produ Show less Read more
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