AIThe Decoderabout 2 hours ago
J.P. Morgan flags AI market red flags
1 min read
J.P. Morgan warns of investor exuberance in AI markets, noting 42 AI companies drove 65-80% of S&P 500 profits since ChatGPT launched. The semiconductor rally mirrors the dotcom bubble. Nvidia's AI chip share is slipping from 85% to 75% by 2026. Top ten US stocks now hold 40% of S&P 500 market cap.
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