AI Adopters Poised to Outperform on Margins: Weaver
THE SO WHAT
Morgan Stanley calling 460 bps of EBIT margin expansion for high-materiality AI adopters puts a hard number on the early advantage. Boards should be asking not “do we have AI?” but “where, specifically, will AI move 300–500 bps of margin in our P&L over the next 12–24 months?”.
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