Live Entertainment Poised to Capture Value in AI-Driven Content Surge, Morgan Stanley Says

MT Newswires Live05-02 00:00

Generative artificial intelligence is likely to commoditize content while live experiences, especially sports, are set to capture attention and generate the most value, Morgan Stanley said in a note emailed Friday.

The firm sees Formula One (FWONK), TKO Group (TKO), Live Nation Entertainment (LYV), Walt Disney (DIS) and Sphere Entertainment (SPHR) as particularly resilient, "anti-fragile" entertainment assets in an AI-driven world.

In a more fragmented and distracted world, "nothing captures viewer attention more than sports and live events, which carry urgency, unpredictability, and a sense of communal participation that reflect and shape the culture," the firm said, adding that these events' scarcity gives them stronger monetization and pricing power.

The firm said Live Nation and Sphere Entertainment are the clearest examples of this trend. Disney's Parks and Resorts use well-known global intellectual property to create in-person experiences with strong pricing power. Formula One and TKO Group provide exposure to highly strategic trophy assets, with strong cash flows and attractive entry points, according to the note.

Morgan Stanley adjusted price targets on Liberty Formula One from $120 to $117, Sphere Entertainment from $135 to $158, and TKO Group from $215 to $225, while TKO was also upgraded from equalweight to overweight. Paramount Skydance (PSKY) was upgraded from underweight to overweight and its price target was raised from $11 to $14.

Price: 103.82, Change: +0.07, Percent Change: +0.07

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

1

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2632864519?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-02 00:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2632864519","market":"us","top_or_hot":-1,"title":"Live Entertainment Poised to Capture Value in AI-Driven Content Surge, Morgan Stanley Says","media":"MT Newswires Live","content":"<html><body><p> Generative artificial intelligence is likely to commoditize content while live experiences, especially sports, are set to capture attention and generate the most value, Morgan Stanley said in a note emailed Friday.</p><p>The firm sees Formula One (FWONK), TKO Group (TKO), <a href=\"https://laohu8.com/S/LYV\">Live Nation Entertainment</a> (LYV), Walt Disney (DIS) and Sphere Entertainment (SPHR) as particularly resilient, \"anti-fragile\" entertainment assets in an AI-driven world.</p><p>In a more fragmented and distracted world, \"nothing captures viewer attention more than sports and live events, which carry urgency, unpredictability, and a sense of communal participation that reflect and shape the culture,\" the firm said, adding that these events' scarcity gives them stronger monetization and pricing power.</p><p>The firm said Live Nation and Sphere Entertainment are the clearest examples of this trend. Disney's Parks and Resorts use well-known global intellectual property to create in-person experiences with strong pricing power. Formula One and TKO Group provide exposure to highly strategic trophy assets, with strong cash flows and attractive entry points, according to the note.</p><p>Morgan Stanley adjusted price targets on Liberty Formula One from $120 to $117, Sphere Entertainment from $135 to $158, and TKO Group from $215 to $225, while TKO was also upgraded from equalweight to overweight. Paramount Skydance (PSKY) was upgraded from underweight to overweight and its price target was raised from $11 to $14.</p><p>Price: 103.82, Change: +0.07, Percent Change: +0.07</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Live Entertainment Poised to Capture Value in AI-Driven Content Surge, Morgan Stanley Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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\">\nLive Entertainment Poised to Capture Value in AI-Driven Content Surge, Morgan Stanley Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-05-02 00:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Generative artificial intelligence is likely to commoditize content while live experiences, especially sports, are set to capture attention and generate the most value, Morgan Stanley said in a note emailed Friday.</p><p>The firm sees Formula One (FWONK), TKO Group (TKO), <a href=\"https://laohu8.com/S/LYV\">Live Nation Entertainment</a> (LYV), Walt Disney (DIS) and Sphere Entertainment (SPHR) as particularly resilient, \"anti-fragile\" entertainment assets in an AI-driven world.</p><p>In a more fragmented and distracted world, \"nothing captures viewer attention more than sports and live events, which carry urgency, unpredictability, and a sense of communal participation that reflect and shape the culture,\" the firm said, adding that these events' scarcity gives them stronger monetization and pricing power.</p><p>The firm said Live Nation and Sphere Entertainment are the clearest examples of this trend. Disney's Parks and Resorts use well-known global intellectual property to create in-person experiences with strong pricing power. Formula One and TKO Group provide exposure to highly strategic trophy assets, with strong cash flows and attractive entry points, according to the note.</p><p>Morgan Stanley adjusted price targets on Liberty Formula One from $120 to $117, Sphere Entertainment from $135 to $158, and TKO Group from $215 to $225, while TKO was also upgraded from equalweight to overweight. Paramount Skydance (PSKY) was upgraded from underweight to overweight and its price target was raised from $11 to $14.</p><p>Price: 103.82, Change: +0.07, Percent Change: +0.07</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B19Z3581.USD","symbol_name":"Legg Mason ClearBridge - Value A Acc USD","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2632864519","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2632864519","pubTimestamp":1777651213,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Generative artificial intelligence is likely to commoditize content while live experiences, especially sports, are set to capture attention and generate the most value, Morgan Stanley said in a note e","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4581":"高盛持仓","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","SPHR":"SPHERE ENTERTAINMENT CO","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","PSKY":"Paramount Skydance Corp","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","AGIX":"通用人工智能 ETF-AGIX","LU1548497426.USD":"安联环球人工智能AT Acc","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","FWONK":"Liberty Media Corporation Series C","LYV":"Live Nation Entertainment","TKO":"TKO Group Holdings","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4516":"特朗普概念","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0251142724.SGD":"Fidelity America A-SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","AIPO":"Defiance AI and Power Infrastructure ETF","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","DIS":"迪士尼","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4108":"电影和娱乐","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","ARTY":"ISHARES FUTURE AI & TECH ETF","DISO":"DIS期权收益策略ETF-YieldMax","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4598":"佩洛西持仓","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)"},"translate_title":"摩根士丹利表示，现场娱乐有望在人工智能驱动的内容激增中获取价值","themeId":"f6f7c9f6a0174df79daf9f1dfd21f836","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AIPO":1.5,"ARTY":1.5,"PSKY":1,"DISO":0.6,"CHAT":1.5,"DIS":1,"FWONK":1,"AGIX":1.5,"TKO":1,"LYV":1,"SPHR":1},"content_text":"Generative artificial intelligence is likely to commoditize content while live experiences, especially sports, are set to capture attention and generate the most value, Morgan Stanley said in a note emailed Friday.The firm sees Formula One (FWONK), TKO Group (TKO), Live Nation Entertainment (LYV), Walt Disney (DIS) and Sphere Entertainment (SPHR) as particularly resilient, \"anti-fragile\" entertainment assets in an AI-driven world.In a more fragmented and distracted world, \"nothing captures viewer attention more than sports and live events, which carry urgency, unpredictability, and a sense of communal participation that reflect and shape the culture,\" the firm said, adding that these events' scarcity gives them stronger monetization and pricing power.The firm said Live Nation and Sphere Entertainment are the clearest examples of this trend. Disney's Parks and Resorts use well-known global intellectual property to create in-person experiences with strong pricing power. Formula One and TKO Group provide exposure to highly strategic trophy assets, with strong cash flows and attractive entry points, according to the note.Morgan Stanley adjusted price targets on Liberty Formula One from $120 to $117, Sphere Entertainment from $135 to $158, and TKO Group from $215 to $225, while TKO was also upgraded from equalweight to overweight. Paramount Skydance (PSKY) was upgraded from underweight to overweight and its price target was raised from $11 to $14.Price: 103.82, Change: +0.07, Percent Change: +0.07","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"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,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.1","shortVersion":"4.42.1","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/2632864519","isCrawlerRequest":true}