$Microsoft(MSFT)$ is highly likely as it is already monetizing AI in both cloud and productivity fronts. So I suspect MSFT is able to report earnings beats and give out an optimistic outlook.
For $Alphabet(GOOGL)$ AI is the engine for many of its services but not products that are directly monetized. Alphabet will still report earnings beats but would be subdue in its outlook esp wrt impact from AI.
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