J.P. Morgan Bullish on Tech Stocks Amid AI Market Jitters
AI-related market volatility has intensified as investors grapple with concerns over inflated valuations and the sustainability of massive capital expenditures in the sector. Despite recent pullbacks in high-profile AI names, J.P. Morgan Wealth Management maintains a constructive outlook, citing strong fundamentals in AI infrastructure.
Nvidia and Google’s resilient earnings underscore the sector’s staying power, though questions linger about long-term profitability. The market’s uneven response reflects growing pains in what analysts believe could be a multi-year transformation rather than a speculative bubble.