JPMorgan Chase: Global AI trading is expected to recover after a pullback

2026-09-28 17:06:47

JPMorgan analysts stated that the recent pullback in global AI trading has improved investors' positions, making valuations more attractive, which may drive investors to reposition, especially in the semiconductor stock sector. JPMorgan pointed out that sustained strong earnings performance and evidence of AI commercialization will support investors' renewed focus on this sector.