Roundtable: If I Could Only Own 1 Artificial Intelligence (AI) Stock, This Would Be It

Core Insights - Investing in AI stocks carries significant uncertainty, with some stocks experiencing over 1,000% returns while others incur losses, making it risky to focus on a single AI stock [1] - Identifying high-quality AI stocks can be achieved by considering which stock to choose if limited to one option [2] Group 1: Amazon - Amazon is highlighted as a top choice for AI investment due to its extensive reach and ability to implement AI tools at scale, which is expected to drive substantial profits [3] - The company generated approximately $638 billion in revenue over the last 12 months, ranking second among U.S. companies, and its sales are comparable to the combined revenues of Microsoft, Nvidia, Tesla, and Meta Platforms [4] - Amazon's investments in AI infrastructure, amounting to tens of billions of dollars, are already yielding positive results, contributing to an operating margin of 11.3$26 billion, reflecting a 13% increase year-over-year, with Q4 revenue up 24%, indicating accelerating growth [11] Group 3: Microsoft - Microsoft is positioned as a reliable investment in the AI sector due to its established presence and dominance in consumer and enterprise software, making it well-suited for AI feature deployment [14] - The company's Azure platform is the second-largest cloud service globally, and its significant investments in data centers are expected to support AI adoption and drive revenue growth in the cloud services market [15][16] - Microsoft is involved in emerging technologies, including quantum computing and chip design, which positions it to capitalize on future growth trends in the AI landscape [17]