The AI Economy: Separating Fact From Hype

Only about 40 of 1,500 large-cap companies have shown a measurable AI-linked margin improvement, despite the AI narrative dominating markets.

• Adoption still thin: Only 45% of S&P 1500 companies cited AI in Q2 (up from 35% in Q1), but just 29% gave quantifiable figures and only 40 companies stated a direct AI-to-margin link.
• Named margin winners: AppLovin cited 300bps adjusted EBITDA margin expansion YoY; Bill.com expected loss rates to improve over 50%; CarGurus cited non-GAAP EBITDA margin gains.

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