We're Learning More About Who's Winning And Losing In The AI Revolution

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We've discussed how, if AI is all it's cracked up to be, the winners in the stock market should extend far beyond the large-cap tech hyperscalers currently building the AI infrastructure. It's still ...

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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWe're Learning More About Who's Winning And Losing In The AI Revolution\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-10 05:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/Opinion/26/02/50496754/we-are-learning-more-about-who-is-winning-and-losing-in-the-ai-revolution><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We've discussed how, if AI is all it's cracked up to be, the winners in the stock market should extend far beyond the large-cap tech hyperscalers currently building the AI infrastructure.\nIt's still ...</p>\n\n<a href=\"https://www.benzinga.com/Opinion/26/02/50496754/we-are-learning-more-about-who-is-winning-and-losing-in-the-ai-revolution\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4551","symbol_name":"寇图资本持仓","start_time":0,"source_url":"https://www.benzinga.com/Opinion/26/02/50496754/we-are-learning-more-about-who-is-winning-and-losing-in-the-ai-revolution","article_id":"2610163669","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/02/09/Sam-Ro.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/Opinion/26/02/50496754/we-are-learning-more-about-who-is-winning-and-losing-in-the-ai-revolution","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2610163669","pubTimestamp":1770672480,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"It's still early, but so far, it hasn't been clear who’s demonstrably coming out on top in the AI race.There have been numerous surveys and studies published about how AI is being used. But most fail to separate the ambiguous qualitative discussions from the more tangible quantified wins.This is good news because we're not talking about hypotheticals. We're talking about real gains from deploying AI tools.\"Since 2017, the number of firms reporting AI-driven ROI or economic gains has surged from basically zero to 155 and 675, respectively,\" Wu added. \"While this still only represents 3% and 15% of our global stock universe, the trajectory is encouraging.\". \"Since 2017, firms merely discussing AI usage on earnings calls have outperformed the market by 3.2% per year,\" Wu said. \"More importantly, companies able to point to specific AI-driven economic gains or ROI have done even better, earning excess returns of 4.8% and 5.2%, respectively.\". Of course, any number of things can be driving t","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4551":"寇图资本持仓","BK4587":"ChatGPT概念","BK4528":"SaaS概念","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4023":"应用软件","AI":"C3.ai, Inc.","VGT":"信息技术ETF-Vanguard","BK4543":"AI"},"translate_title":"我们正在更多地了解人工智能革命中谁赢谁输","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VGT":0.64,"AI":0.9},"content_text":"We've discussed how, if AI is all it's cracked up to be, the winners in the stock market should extend far beyond the large-cap tech hyperscalers currently building the AI infrastructure.\nIt's still early, but so far, it hasn't been clear who’s demonstrably coming out on top in the AI race.\nThere have been numerous surveys and studies published about how AI is being used. But most fail to separate the ambiguous qualitative discussions from the more tangible quantified wins.\nThis is good news because we're not talking about hypotheticals. We're talking about real gains from deploying AI tools.\n\"Since 2017, the number of firms reporting AI-driven ROI or economic gains has surged from basically zero to 155 and 675, respectively,\" Wu added. \"While this still only represents 3% and 15% of our global stock universe, the trajectory is encouraging.\"\nNotably, he also found that the companies mentioning these gains have seen their shares outperform the market.\n\"Since 2017, firms merely discussing AI usage on earnings calls have outperformed the market by 3.2% per year,\" Wu said. \"More importantly, companies able to point to specific AI-driven economic gains or ROI have done even better, earning excess returns of 4.8% and 5.2%, respectively.\"\nOf course, any number of things can be driving those stock prices. And again, we're still in the early innings of all this.\nBut at this point, it's significant we're getting tangible evidence of AI's disruptive power.\nRead Wu's report here.\nThe emergence and embrace of AI technology is leading to both winners and, unfortunately, many losers.\nOne of the more talked-about losers has been the software business, where AI tools have disrupted the economics of the sector. Why pay licensing fees for third-party tools when you can cheaply develop customized apps in-house with the help of AI?\nIn recent weeks, software stocks and stocks in related industries have been hammered.\nOn Wednesday, Deutsche Bank's Jim Reid circulated this chart of how far down many of these stocks are from their 52-week highs.\nThe big market-moving news last week was that Anthropic released an AI-powered tool automating tasks for lawyers. From Bloomberg:\nIt's not the most surprising development. But investors and traders appear to have been caught on their heels with regard to the speed at which these AI tools are becoming available.\nBut why did private equity stocks get hit? From Bloomberg:\nSo there's quite a bit of turmoil in the markets. And it's not difficult to see why some stocks are doing worse than others.\nThe AI revolution is sure to come with much more market volatility as we continue to learn about who'll win and who'll lose.\nFor now, the good news is that amid all the violent price moves, the S&P 500 continues to hover near record highs — a reminder that narratives will change, and yet the stock market will go up.\nBenzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}