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Stock impact report

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

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
Company Research Source: Yahoo! Finance
As BofA's Savita Subramanian wrote back in June 2023 : "The larger benefit may be had by old-economy, inefficient companies that can increase earnings power more permanently from efficiency and productivity gains." It's too early to say conclusively, but the market may be in the process of getting in front of this phase of the AI narrative, as small-cap stocks have recently been outperforming large-cap stocks 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 Show less Read more
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