The corporate conversation around AI is changing: Morning Brief

Yahoo Finance04-24

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: The chart of the day What we're watching What we're reading Economic data ...

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2024 is about finding answers.”We’ve heard versions of this outline from many strategists: We are now in the “show me” phase of AI.The original consumer-led enthusiasm around generative AI, spurred by the public release of ChatGPT, is being replaced by a more practical view of the new wave of AI.Then there’s the ripple effect the demand for AI is causing for other seemingly unrelated industries.Here’s Halliburton's  CEO on his earnings call: “Clearly, AI consumes more power than traditional data centers. It is a secular trend towards demanding more power, and that can only be good for our industry and for Halliburton.”Obviously, companies are still talking about AI. According to FactSet, 179 S&P 500 companies cited “AI” in their fourth quarter earnings calls, compared with 120 in the first quarter of 2023. From March 15","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4579":"人工智能","MSFT":"微软","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4574":"无人驾驶","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","HAL":"哈里伯顿","BK4573":"虚拟现实","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","GOOGL":"谷歌A","BK4561":"索罗斯持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","DGX":"奎斯特诊疗","BK4581":"高盛持仓","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4548":"巴美列捷福持仓","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","KO":"可口可乐","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4576":"AR","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4577":"网络游戏"},"translate_title":"围绕人工智能的企业对话正在改变：早间简报","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DGX":1,"HAL":1,"KO":0.9,"MSFT":0.88,"GOOGL":0.75},"content_text":"This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with:\n\nThe chart of the day\nWhat we're watching\nWhat we're reading\nEconomic data releases and earnings\n\nToday's Takeaway is by Julie Hyman, Anchor.\n“2023 was spent asking questions about AI; 2024 is about finding answers.”\nThat was from Brent Thill of Jefferies in a note to investors last month.\nIf AI had its \"hype year\" in 2003, he told Yahoo Finance in an interview, “2024 will be the start of the implementation, and 2025 will really be the revenue year.”\nWe’ve heard versions of this outline from many strategists: We are now in the “show me” phase of AI.\nThill was mostly talking about the tech companies, like Alphabet and Amazon, that he covers. While the AI-led boost to demand for Nvidia and Big Tech seems clear — or, at least, clearer — the broader knock-on effects are only beginning to be understood and quantified.\nThe original consumer-led enthusiasm around generative AI, spurred by the public release of ChatGPT, is being replaced by a more practical view of the new wave of AI.\nTake Coca-Cola (KO) as one example.\nThe beverage giant just announced it’s paying Microsoft $1.1 billion over the next five years and plans to use Microsoft’s Copilot to try to boost productivity.\n“The company is currently exploring the use of generative AI-powered digital assistants on Azure OpenAI Service to help employees improve customer experiences, streamline operations, foster innovation, gain a competitive advantage, boost efficiency and uncover new growth opportunities,” Coca-Cola said in a statement.\nQuest Diagnostics (DGX) CEO Jim Davis gave concrete examples on his company’s conference call of how it’s using AI: “During the quarter, we continued to deploy automation and AI to improve productivity as well as service levels and quality. For instance, we make progress creating what we term a digital front door, which will use AI in our website and service center kiosks to answer basic questions from patients, reducing workload on phlebotomists and calls to our customer service team.”\nCorporate software packages — more expensive, surely, for companies — may not be the moonshot order of magnitude productivity change some investors might hope for. (We are talking about a soft drink company and a consumer-facing medical testing service!) But better software may make some of the busywork smoother, better, and cheaper.\n\nThen there’s the ripple effect the demand for AI is causing for other seemingly unrelated industries.\nHere’s Halliburton's (HAL) CEO on his earnings call: “Clearly, AI consumes more power than traditional data centers. It is a secular trend towards demanding more power, and that can only be good for our industry and for Halliburton.”\nObviously, companies are still talking about AI. According to FactSet, 179 S&P 500 companies cited “AI” in their fourth quarter earnings calls, compared with 120 in the first quarter of 2023. From March 15 through Monday, the tally stood at 23 — and that’s before we get into the bulk of Big Tech numbers.\nBut the flavor of what they’re saying is changing. Investors should pay attention.\nClick here for in-depth analysis of the latest stock market news and events moving stock prices.\nRead the latest financial and business news from Yahoo Finance","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2429843331"}