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The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to revision over time.
Past performance and current analysis do not guarantee future results.
*Numbers represent search interest relative to the highest point on the chart for the given region and time. A value of 100 is the peak popularity for the term. A value of 50 means that the term is half as popular.
†Based on transcripts of earnings calls parsed by AB’s data science team. Search terms included “Artificial Intelligence”, "AI," "ChatGPT" and “Machine Learning." For S&P 500, 98% of companies were covered in this analysis. For MSCI ACWI, 56% of companies were covered.
As of June 30, 2023
Source: Google, company reports and AllianceBernstein (AB)
The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to revision over time.
MSCI makes no express or implied warranties or representations, and shall have no liability whatsoever with respect to any MSCI data contained herein.
The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, reviewed or produced by MSCI.
Jonathan Berkow is a Senior Vice President and the Director of Quantitative Research and Data Science in the Equities division at AB. He leads the research and adoption of alternative data in equity research and systematic strategies. Prior to joining the firm in 2018, Berkow was a systematic portfolio manager and researcher at hedge funds Element Capital Management and Kepos Capital. He started his career at Goldman Sachs Asset Management, where he managed quantitative research and was a portfolio manager for global equity portfolios. Berkow's research has spanned equities and macro asset classes. He holds a BS in economics from the Massachusetts Institute of Technology. Location: New York