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J.P. Morgan Warns of AI Market Concentration Risks
Key Takeaways
- J.P. Morgan says 42 AI-linked S&P 500 companies have driven most of the index’s profits, revenues, and investments since 2022.
- The bank points to bubble-like signals in semiconductor stocks, leverage, and options activity.
- It also warns that cheaper custom chips and falling token prices could pressure AI-sector margins.
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DT Editorial Team··via the-decoder.com