AI is driving historic profitability in the market: The S&P 500's net income margin excluding financials is up to a record 13%. At the same time, the S&P 500's net margin excluding the Magnificent 7 and tech is down to 9%. This marks a ~4 percentage point gap between tech and https://t.co/wlEiyrWy6M
Original source ↗  |  February 12, 2026 at 12:49 UTC  |  Twitter - @KobeissiLetter

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