Morgan Stanley’s Katy Huberty predicts that AI adoption is at a “tipping point,” with businesses starting to adopt this technology to boost profits. She notes that companies with significant pricing power will see the most profit from AI investments, as they can keep their prices high or raise them due to strong demand.
Huberty identified 20 stocks with high market caps and strong pricing power as potential beneficiaries of AI adoption. These include major companies in sectors like Healthcare, Consumer Discretionary, Energy, and Industrials. For instance, Home Depot (HD) is a leader in the consumer discretionary sector with a market cap of $414 billion.
The list highlights companies poised to benefit from AI’s impact on their bottom lines as businesses continue to adopt this transformative technology across various industries.
Source: https://www.businessinsider.com/ai-adopters-stocks-to-buy-beneficiaries-pricing-power-morgan-stanley-2025-1