Was Unternehmensergebnisse über die KI -Aktien -Rallye enthüllen
https://cepr.org/voxeu/columns/what-corporate-earnings-calls-reveal-about-ai-stock-rally
Was Unternehmensergebnisse über die KI -Aktien -Rallye enthüllen
https://cepr.org/voxeu/columns/what-corporate-earnings-calls-reveal-about-ai-stock-rally
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From the article
The rapid rise of artificial intelligence (AI) has sparked intense debate about its economic and financial implications. A growing body of research has examined AI’s potential to boost productivity (Filippucci et al. 2024), transform labour markets (Hui et al. 2023), and drive technological innovation (Rodríguez-Pose and You 2024). Recent evidence also highlights its effects on financial markets: Eisfeldt et al. (2023) find that the release of ChatGPT significantly increased the value of firms whose workforces are more exposed to generative AI (GenAI). While these authors focused on workforce exposure to GenAI, in a recent paper (Ca’Zorzi et al. 2025) we offer a complementary perspective by examining how firms’ communication about GenAI influences stock markets.