{
  "id": 8930739,
  "title": "📈 Monday data: More AI numbers, more clarity?",
  "url": "https://urgent.news/2026/09/21/monday-data-more-ai-numbers-more-clarity",
  "topic": "ai",
  "section": "AI",
  "published": "2026-09-21T13:28:07.000Z",
  "source": {
    "name": "Exponential View",
    "slug": "exponential-view",
    "url": "https://www.exponentialview.co/p/monday-data-ai-investment-brief"
  },
  "original_language": "en",
  "account": "This week, we examine the impact of generative AI on the broader corporate economy by analyzing earnings calls from S&P 500 companies and the claims they make. This quarter's claims include:\n\n- FedEx: \"overall ASV growth among clients using our AI solutions was 50% higher than for the rest of the business\"\n- FIS: \"On servicing, we've launched 5 Agentic programs with manual tickets down 70% and triage time down nearly 75%\"\n- General Electric: \"using AI to automate the process, we cut the number of demand signals in half and reduced processing time by nearly 90% across 190 parts\"\n- Mastercard: \"CathWorks, our AI and advanced computational science platform for angio-based FFR contributing nearly 300 basis points of organic growth\"\n- Wells Fargo: \"where we're using these tools for automated document reviews for new clients, system configuration time has gone down 60%\"\n\nAmong the 33% of S&P 500 companies that held calls in the June 2026 season, 35% included quantified statements about AI usage, compared to 15% this quarter-to-date, marking a 10 percentage point increase compared to the same period last year. Just 15% made a quantified claim about AI's impact on their business, up from 9% at the start of last year.\n\nThese figures indicate that AI is gradually being adopted and measured in the wider economy, but its adoption is still at a very early stage. Alternatively, it could be argued that most companies are not yet experiencing quantifiable results from AI to report to shareholders.",
  "summary": "Companies are backing their AI claims with more numbers.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}