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J.P. Morgan sees a pile of red flags in the AI market
J.P. Morgan warns that there are "signs of investor exuberance" in AI markets. Just 42 AI companies in the S&P 500 account for 65 to 80 percent of the index's total profits. The semiconductor rally is flashing technical patterns last seen during the dotcom bubble, and leveraged chip ETFs have quintupled their market influence since early 2024. The bank sees multiple layers of concentration risk across markets, infrastructure, and the economy.
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fortune.com
What bubble? JPMorgan says the $5.5 trillion AI capex explosion is profitable–for now | Fortune
JPMorgan's midyear outlook argues the hyperscalers are profitable, the debt markets are holding, and the cycle has room to run.
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thehindubusinessline.com
What could end the tech rally? Jefferies flags investment risks as China’s cheap AI models threaten US players
Jefferies warns that China's affordable AI models could disrupt US tech giants, impacting investor confidence and slowing revenue growth.
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the-decoder.com
J.P. Morgan sees a pile of red flags in the AI market
J.P. Morgan warns that there are "signs of investor exuberance" in AI markets. Just 42 AI companies in the S&P 500 account for 65 to 80 percent of the index's total profits. The…
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zerohedge.com
The Bears Say AI Is a Bubble. The Profits Say Otherwise
As investors, our job is to make money.