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JPMorgan report finds dramatic jump in AI-themed ETFs — despite rough quarter

Wall Street is banking heavily on exchange-traded funds that give investors artificial intelligence exposure, according to JPMorgan Asset Management.

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cnbc.comStai leggendo4 g fa

JPMorgan report finds dramatic jump in AI-themed ETFs — despite rough quarter

JPMorgan: AI-themed ETFs rank top-five by AUM despite Q2 volatility, signaling broad retail momentum. Capital flight from mutual funds to AI ETFs reflects mainstream reallocation toward infrastructure; tax advantages accelerate the structural shift.

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cryptobriefing.com4 g fa

JPMorgan warns critical weeks ahead for AI stocks amid market split

JPMorgan segnala divergenza critica: chip stock +87% YTD vs hyperscaler in calo (-18% MSFT); quattro big spenderanno $725B capex AI 2026. Se hyperscaler non si stabilizzano entro autunno, rischio correzione; allocation capex AI e margin dipendono dalla guidance Q3.

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giovedì 23 luglio 2026·cryptobriefing.com
JPMorgan warns critical weeks ahead for AI stocks amid market split
JPMorgan warns of a late-1990s-style divergence as AI chip stocks surge 87% YTD while hyperscalers like Microsoft and Meta lag behind
giovedì 23 luglio 2026·cnbc.com
JPMorgan report finds dramatic jump in AI-themed ETFs — despite rough quarter
Wall Street is banking heavily on exchange-traded funds that give investors artificial intelligence exposure, according to JPMorgan Asset Management.