In recent months, share prices of major tech companies like Alphabet, Amazon, Meta, and Microsoft have surged between 18% to 35%, driven by AI-related earnings. These companies are actively investing in artificial intelligence and have communicated their strategies for an AI-centric future. However, questions arise regarding AI's long-term impact, particularly the potential risk it poses to traditional revenue streams, such as Google's ad business. Alphabet's introduction of AI-generated search responses could disrupt the existing model by reducing traffic to third-party sites, prompting concerns about the company's ad revenue sustainability.
The excitement over artificial intelligence could drive stock market growth, overcoming the challenges posed by President Trump's trade wars, benefitting major tech companies significantly.
Companies like Alphabet, Amazon, Meta, and Microsoft have reported growth in share prices due to increased AI-related spending, showing strong earnings and future positioning.
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