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Morgan Stanley listed high conviction stocks with U.S. productivity opportunities thanks to artificial intelligence, as companies have been focusing on efficiency gains.
According to Strategist Edward Stanley, companies’ leadership at the Morgan Stanley’s 2024 Technology, Media & Telecom Conference stated that they were in the ‘experimental’ phase of AI, but that with the help of “customer support gains and github integrated into research and development processes, the margin expansion in these names should be meaningful over the second half of 2024 and into 2025.”
Sam Altman, CEO of OpenAI, said at the conference that “it will not be long before companies adopting this technology start to outperform their peers, and it will not be easy to tell why from the outside”.
Analysts continue to favor stocks that are early AI adopters, and those that could see great changes in productivity.
These are the stocks with U.S. productivity opportunities:
- Accenture Plc (ACN)
- Adobe Inc. (ADBE)
- AES Corp. (AES)
- Alphabet Inc. (GOOGL)
- Amazon.com Inc. (AMZN)
- Apollo Global Management Inc. (APO)
- Asana Inc. (ASAN)
- Atlassian Corp. (TEAM)
- Axon Enterprise Inc. (AXON)
- Baker Hughes Co. (BKR)
- Bank of America Corp. (BAC)
- BlackRock Inc. (BLK)
- Blackstone Inc. (BX)
- Canadian Natural Resources Ltd (CNQ)
- Colgate-Palmolive Co. (CL)
- ConocoPhillips (COP)
- Coterra Energy Inc. (CTRA)
- Coursera Inc. (COUR)
- CrowdStrike Holdings Inc. (CRWD)
- Datadog Inc. (DDOG)
- Definitive Healthcare Corp. (DH)
- Draftkings Inc. (DKNG)
- EOG Resources Inc. (EOG)
- ETSY Inc. (ETSY)
- Exscientia Plc (EXAI)
- F5 Inc. (FFIV)
- Home Depot Inc. (HD)
- HubSpot Inc. (HUBS)
- Interpublic Group of Companies Inc. (IPG)
- Intuit Inc. (INTU)
- JPMorgan Chase & Co. (JPM)
- Match Group Inc. (MTCH)
- McDonald’s Corp. (MCD)
- Meta Platforms Inc. (META)
- Microsoft Corp. (MSFT)
- Moody’s Corp. (MCO)
- NetApp Inc. (NTAP)
- NextEra Energy Inc. (NEE)
- Nike Inc. (NKE)
- Occidental Petroleum Corp. (OXY)
- Omnicom Group Inc. (OMC)
- Palo Alto Networks Inc. (PANW)
- R1 RCM Inc. (RCM)
- Recursion Pharmaceuticals Inc. (RXRX)
- Roblox Corp. (RBLX)
- S&P Global Inc. (SPGI)
- Salesforce Inc. (CRM)
- Schlumberger NV (SLB)
- Schrodinger Inc. (SDGR)
- ServiceNow Inc. (NOW)
- Shopify Inc. (SHOP)
- Smartsheet Inc. (SMAR)
- Snowflake Inc. (SNOW)
- Sportradar Group AG (SRAD)
- Spotify Technology SA (SPOT)
- Starbucks Corp. (SBUX)
- Tesla Inc. (TSLA)
- Uber Technologies Inc. (UBER)
- Ulta Beauty Inc. (ULTA)
- UnitedHealth Group Inc. (UNH)
- Vistra Corp. (VST)
- Walmart Inc. (WMT)
- Wix.Com Ltd (WIX)
