AI risk is dominating conference calls, shakes markets

Investors are selling any firm perceived to be at risk.

- Bloomberg

n what’s turning out to be a great quarter for corporate earnings growth, company executives and investors alike are focused on something else entirely: the threat from artificial intelligence.

Mentions of AI disruption on management calls almost doubled compared to the previous quarter, a Bloomberg Neu is of transcripts shows. While the technology hasn’t yet noticeably reduced earnings estimates, investors aren’t waiting around and instead are selling any company perceived to be at risk.