Increasingly, investors are using generative AI to conduct preliminary due diligence, compare companies, summarize earnings calls and understand unfamiliar industries. While large language models (LLMs) do not replace fundamental research, they are rapidly becoming the first stop for many investment questions. Reflecting this shift, 30 percent of US retail investors now use AI tools to help make investment decisions, up 75 percent from a year earlier.
Unlike traditional search engines, LLMs synthesize information from a network of public sources – including SEC filings, company websites, earnings call transcripts, news coverage, executive interviews and investor presentations. The more consistently your company’s . . .
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