$Amazon.com(AMZN)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$
The companies that can show they're maintaining or even improving their profit margins during this AI investment cycle will likely see a positive reaction.
Here's a look at the net profit margin trends over the past twelve quarters. Just a note, sometimes AI can get the calculations wrong, so it's worth double-checking. The past three quarters, where the heavy AI investments have been made, are particularly important to look at.
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