Morgan Stanley says the artificial intelligence revolution will reduce approximately $ 1 trillion annually from the S&P 500 budgets.

Wall Street estimates that the publication of the so -called AI Agencial programs and the embodiment of AI Humanoid Robotics can generate $ 920 billion in the annual companies of S&P 500. The lion’s share of this savings will come from salary expenses in the support and reduce the need for human workers in the screw process or operations.

An expected savings are equal to approximately 28 % of Pretax 2026 profits for the index – amazing efficiency gains that analysts believe will be hesitant through industries. There are more warnings, as the objective investment team for Morgan Stanley warns these savings at costs for many years to achieve them, and they see “great risks” for some companies that do not achieve full adoption levels.

“Creating the economic value”, as they put it, will come in a mixture of cost reduction (for example, the number of low employees and the reduction of costs to perform a wide range of tasks by spreading artificial intelligence) and new revenues and marginal generation, where employees are liberated to spend more time on high -value activities that can increase revenues and reinforcement. They see a wide range of balance between these two effects, based on industry and occupation. It can translate $ 920 billion in annual economic benefits into a payment from 13 to 16 trillion dollars in the market value of the S&P 500, according to the report, depending on the complications of the evaluation. This number will reach nearly a quarter of the entire market value today.

The most exposed sectors

All industries will not feel the effects evenly. As you can see from the graph below, consumer distribution and retail trade, real estate management, and transportation among the most vulnerable sectors, with potential productivity benefits that exceed 100 % of expected profits 2026. facing health care equipment and services, cars, and professional services are also great disturbance and chance.

On the contrary, industries that already work on employment for profits – such as semiconductors and devices – wear the potential for the value of artificial intelligence.

Jobs are at risk, new roles in front of them

Although Topline’s savings will come from salary discounts, Morgan Stanley emphasized the distinction between full automation and increased level of task. Agenic Ai, which extends to AI applications and software applications, tends to reset tasks instead of directly eliminating jobs, while embodying artificial intelligence in the form of human robots that constitute direct alternative risks in industries such as logistics and material retail services.

The report also expects completely new categories of jobs – from major artificial intelligence employees to artificial intelligence governance specialists – who pass alongside displacement, echoing previous waves of technological disorder that has strengthened the demand for programmers, information technology professionals and digital marketers.

Decline

Despite the address number, analysts are likely to reveal full adoption over the years, if not contracts. Companies will first tend to the efficiency of attrition and address the discrimination between the immediate mass, especially in the sectors in which the roles that customers face revenue are paid.

However, the investor’s message is clear: artificial intelligence is no longer a speculative subject. The capabilities of saving costs are very large so that it can become one of the strongest drivers in the growth of American companies’ profits in the second half of this contract.

For this story, luck The artificial intelligence is used to help with a preliminary draft. Check an editor of the accuracy of the information before publishing.

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