Back Back
Labour6/day by emailPrimary
Reading stock-market moves of firms with large software-engineering payrolls, an NBER working paper estimates that from November 2022 to December 2025 AI raised the market's expected present value of software-engineering productivity by the equivalent of a permanent 32.6% increase, lifting expected GDP by 3.6%
Verified 2026-10-30
Track with InsiderWhy it matters
Investors are already betting heavily on AI coding tools, which raises the stakes for how quickly those gains show up in company output and in demand for programmers.
The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Labour
- AI hiring intensity doesn't track the size of a country's AI industry. Stanford's 2026 AI Index, drawing on Lightcast's job-postings database across dozens of countries, found the 2025 leader for AI-skill job-posting share by a wide margin was Singapore, at 4.69% of all job postings — nearly double the 2.6% share in the United States
- Stanford's 2026 AI Index, citing Lightcast's job-postings database, found that even as employer demand shifted toward newer agentic-AI skills, mentions of generative AI skills specifically in US AI job postings still grew, from 2024 to 2025, by 111%
- The information sector — telecom, media, tech services — led US corporate AI hiring in 2025. Lightcast data cited in Stanford's 2026 AI Index found AI skills required in 13.2% of the sector's job postings, up from 7.8% in 2024
FREE · NO CARD
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.
Get the free daily briefFree · No card · Unsubscribe anytime
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →
See today's issue →