How AI Reshapes Every Stock
Artificial intelligence is the biggest disruption since the internet. Some companies will capture trillions in new value. Others will see their business models automated away. We score 1,170 stocks on how transformative AI affects their future.
When does transformative AI arrive?
Most AI researchers expect human-level performance on most cognitive tasks within 2-4 years. The investment impact begins before the technology is complete — markets price expectations, not reality.
How AI changes the economics of every industry
Labor replacement
Margins expand 5-15pp for buyers, collapse for sellers of labor
AI agents already write code, handle customer service, process documents, and generate marketing content. Every company whose revenue depends on selling human labor hours faces margin compression as AI alternatives cost 10-100x less. The first industries hit: staffing, consulting, content creation, basic financial services.
Compute demand explosion
$500B+ annual AI infrastructure spend by 2028
Training frontier AI models requires exponentially more compute. Inference at scale requires another order of magnitude. This creates a sustained, multi-year demand cycle for GPUs, datacenter space, cooling systems, and baseload power — nuclear and natural gas, not intermittent renewables.
Winner-take-all dynamics
Mag 7 capture disproportionate value
AI benefits scale with data and compute — both concentrated in the largest companies. The top 5 tech companies own the training data, the cloud infrastructure, AND the distribution channels. Market concentration gets worse, not better.
Drug discovery acceleration
Pharma R&D productivity 3-5x
AI compresses the drug development cycle from 10+ years to 2-3 years by simulating molecular interactions, designing clinical trials, and predicting side effects. Companies with the largest clinical pipelines benefit most.
Cybersecurity arms race
Cybersecurity spend doubles regardless of AGI timeline
AI amplifies both offense and defense. State-sponsored AI attacks escalate while AI-powered defense tools become mandatory. Vendors that integrate AI fastest capture a larger share of a $300B market.
Energy bottleneck
Nuclear/utility stocks re-rate as AI infrastructure
AI datacenters need 24/7 baseload power that solar and wind cannot reliably provide. Nuclear is restarting. Utilities with nuclear capacity become accidental AI infrastructure plays — they benefit from AI without any AI execution risk.
Biggest Winners
Highest AI impact scores — how each company captures value from AI.
Most At Risk
Core revenue directly threatened by AI automation.