Artificial Intelligence Stocks Generated 5 Trillion Dollars in Profit!

Artificial Intelligence: A Historical Market Impact

JPMorgan analysts emphasized that the impact of artificial intelligence on the markets represents one of the largest transformations in history. In the first report published in September, it was stated that the identified 30 artificial intelligence companies account for 44% of the total value of the S&P 500 index. Updated data indicates that the profits generated from these stocks could significantly boost consumer spending in the U.S.

Record Profits and Consumption Increase

According to analysts' assessments, U.S. households have gained over $5 trillion from these 30 artificial intelligence stocks in the past year. This situation could increase annual consumption spending by approximately $180 billion, impacting total consumption by about 0.9%. The positive psychology created by these gains in consumer confidence is expected to influence the overall cycle in the markets.

Potential Correction Warning

The rapidly increasing artificial intelligence stocks carry the potential for a correction, according to research by JPMorgan. Analysts believe that a 10% drop in the market value of artificial intelligence stocks could reduce household wealth by $2.7 trillion, which could decrease consumption by about 0.45%. This situation serves as a message that needs to be watched closely by investors and consumers.

Profitable Artificial Intelligence Companies

The analysis highlighted leading companies that generate the most profits, including NVIDIA, Microsoft, Apple, Alphabet (Google), and Amazon. Additionally, other significant players such as Meta Platforms, Tesla, Broadcom, Oracle, and Palantir Technologies also enhance the list. Most of these companies operate in semiconductor, hardware, software, cloud technologies, and consulting sectors.

The 30 companies identified by JPMorgan are considered the driving force behind these market dynamics and continue to offer significant opportunities for sustainable investment strategies.