AI adoption is accelerating across industries, but measurable gains in productivity and employment have been slower to emerge. In this episode of Credit Currents, we examine what the data reveals about AI's economic impact, the risks of a widening gap between expectations and outcomes and the indicators investors should watch as investment in AI continues to grow. Host: Greg Sobel, Vice President, Moody’s Ratings Guests: Gabriel Agostini, Assistant Vice President, Credit Strategy and Standards, Moody’s Ratings Related Research: •Widespread AI adoption is yet to affect labor market or productivity, 27 Jul 2026 (https://www.moodys.com/research/Artificial-Intelligence-Advanced-Economies-Widespread-AI-adoption-is-yet-to-Sector-In-Depth--PBC_1487917) •AI brings competitive divergence and reshapes risks,28 July 2026 (https://www.moodys.com/research/Financial-Institutions-Global-AI-brings-competitive-divergence-and-reshapes-risks-Sector-In-Depth--PBC_1479011) •Hyperscalers' asset-heavy model spurs borrowing, equity sales,22 July 2026 (https://www.moodys.com/research/Artificial-Intelligence-Technology-US-Hyperscalers-asset-heavy-model-spurs-borrowing-Sector-In-Depth--PBC_1490738) •Tokens are the currency of AI, and the smartest spenders will pull ahead, 13 July 2026 (https://www.moodys.com/research/Artificial-Intelligence-Global-Tokens-are-the-currency-of-AI-and-Sector-In-Depth--PBC_1487245) © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

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