JPMorgan Private Bank says AI demand, constrained supply to keep driving earnings
Nataliia Lipikhina, head of EMEA equity strategy at JPMorgan Private Bank, said on Bloomberg Television that artificial intelligence continues to underpin global equity markets, particularly the tech sector. She said the market is coming to the realization that the AI story continues, with demand still very strong and supply still constrained.
Why it matters: It is a qualitative call from a major private-bank strategist that Wall Street still treats AI demand and tight supply as a core support for tech earnings.
Nataliia Lipikhina, head of EMEA equity strategy at JPMorgan Private Bank, discusses how artificial intelligence continues to underpin global equity markets, particularly the tech sector. "I think the market comes to realization that actually the AI story continues," she tells Bloomberg Television. "Demand is still really strong, and supply is still constrained," Lipikhina adds.
(Source: Bloomberg)
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