What Companies Aren’t Saying About AI

Person analyzing data on tablet and laptop.

A new Wall Street survey says big companies are rushing into artificial intelligence while mass layoff fears are not coming true—yet the battle over what AI means for American workers is just getting started.

Story Snapshot

Guggenheim Securities reports surging AI agent use in large information technology enterprises without mass layoffs so far.
The firm argues artificial intelligence is boosting productivity and helping the U.S. economy grow instead of killing the software sector.
Other research shows heavy AI adopters often hire more workers, while careless automation and “AI washing” still put jobs at risk.
Conservatives face a key choice: push for pro-worker, pro-innovation rules or let woke corporate elites and global investors write the rules of the AI future.

Wall Street Says AI Is No Death Blow To American Tech Jobs

Investment bank Guggenheim Securities surveyed 150 information technology professionals at large enterprises and found strong adoption of AI “agents” across these companies, without broad job cuts tied directly to the technology. Guggenheim analyst John DiFucci told clients that fears of artificial intelligence destroying software firms were “a hallucination,” arguing that valuations wrongly assume companies will shrink forever because of AI. His team upgraded major software names like Salesforce, Check Point, and ServiceNow to “Buy,” saying markets had grown too pessimistic about long-term demand.

Guggenheim Investments goes even further at the economic level, estimating that AI spending added about one full percentage point to U.S. growth in 2025. Their view is simple: when companies use AI to make workers more productive, the economy becomes stronger and can support more jobs and higher wages over time. That message lines up with research from the Massachusetts Institute of Technology Sloan School of Management, which finds firms that adopt AI tend to grow in revenue, profits, and employment rather than shrink their workforces.

Surging AI Adoption, But Uneven Results For Workers And Companies

The Federal Reserve’s Liberty Street Economics researchers report that about 18 percent of U.S. firms had adopted AI by late 2025, but those firms employ roughly 78 percent of the workforce, showing adoption is concentrated in bigger employers. At the same time, the Fed found only one percent of service companies said they had cut workers due to AI in the past six months, and no manufacturers reported AI-driven layoffs, suggesting early impacts are modest and mixed. Other studies show high-intensity AI adopters keep employment about 10 percent higher than non-adopters, while superficial users see fewer gains, highlighting how strategy matters.

Private surveys of large enterprises reveal that executives are pouring money into AI tools yet struggle to turn buzz into real returns. One 2026 review found that around 72 percent of enterprises now run at least one AI workload in production, and more than 80 percent of Fortune 500 companies use AI agents such as copilots in daily operations. Many of these firms report strong productivity gains, often in the range of 20 to 40 percent for core operations, but only a minority see big bottom-line benefits, showing a gap between tech hype and practical value.

Layoff Fears, “AI Washing,” And The Risk To American Workers

Even as Guggenheim stresses the lack of mass layoffs in its large information technology sample, other data show many companies have blamed AI when cutting staff. An AI layoff tracker has logged tens of thousands of job cuts linked to artificial intelligence, yet experts warn that some of these announcements mix real displacement with “AI washing,” where executives dress up routine cost-cutting as innovation to impress Wall Street. Harvard Business Review analysis finds only a small share of executives saying layoffs clearly came from existing AI tools, suggesting the public narrative may overstate direct technology-driven job loss.

Research from the New York Federal Reserve also warns that the labor market impact of AI is “relatively modest” so far, with both job losses and gains and no clear economywide disaster. Meanwhile, studies from Massachusetts Institute of Technology and others show AI exposure is highest in better-paying jobs and sectors that already rely on skilled labor, meaning early benefits tilt toward higher-wage workers. That pattern raises a key concern for conservatives: if elites and global companies capture the gains while ordinary Americans carry the risk, AI could deepen inequality and erode confidence in free markets unless policy keeps the playing field fair.

What This Means For Conservative Workers, Families, And Policy

For right-of-center Americans who value hard work and strong families, the Guggenheim survey offers cautious good news: when large enterprises roll out AI agents with a focus on real productivity, they do not automatically slash jobs. Combined with evidence that serious adopters often hire more and pay better, this suggests AI can support opportunity when leaders treat it as a tool to help workers, not replace them. But the same evidence shows that careless adoption, hype-driven layoffs, and “strategy for show” can leave employees exposed while executive teams chase short-term stock pops.

$CRM (Salesforce) climbed more than 2% in premarket trading on Tuesday, outperforming a weak market even as Nasdaq futures fell over 1%.

One reason behind the optimism is Salesforce’s continued push into Agentic AI. The company announced it will invest $1 billion in Switzerland… https://t.co/4eGIjCdZZY

— GUL (@gulVasikova) July 7, 2026

Under President Trump’s second term, conservatives have a window to shape how AI is used before unelected bureaucrats and globalist boards lock in rules that favor big tech and punish small business. Lawmakers can push for transparency around AI-related layoffs, guard against “AI washing,” and reward companies that use technology to strengthen American jobs rather than offshore them. For workers, one clear lesson stands out: learning how to use AI tools makes jobs safer, since non-users and low users face higher layoff risk in several studies. In short, AI itself is not the enemy; the danger comes when woke corporate leaders and distant investors put their interests ahead of American families and free enterprise.