Artificial-intelligence adoption could lift the S&P 500’s market capitalisation by as much as $13-$16 trillion over time, according to a new Morgan Stanley research note. The bank calculates that widespread use of agentic software and humanoid robotics could generate roughly $920 billion a year in net benefits for large-cap companies, largely through productivity gains and cost reductions. While full implementation is expected to take years, the analysts see the largest upside in consumer-facing distribution, retail, real estate and transportation industries. Separately, Wedbush Securities analyst Dan Ives refreshed his “Ives AI Revolution 30” roster of companies he believes are best positioned to capitalise on the technology. The latest update adds cybersecurity provider CrowdStrike, gaming platform Roblox, power-equipment maker GE Vernova and cloud-infrastructure firm Nebius to a list that already features hyperscalers such as Microsoft, Alphabet, Amazon and Oracle, as well as software specialists including Palantir, Salesforce and Snowflake. The twin analyst calls come as investors pivot from AI narratives to hard financial results. Firms such as Palantir, Nvidia, CoreWeave and Snowflake face greater scrutiny over revenue delivery, even as Nvidia maintains roughly 80 percent of the AI-graphics-processor market. Together, the forecasts underscore how Wall Street is still betting that the technology will reshape corporate earnings—and equity valuations—for years to come.