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Michael Cembalest on Why AI Is the Stock Market Bet of the Century

Odd Lots

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Shifting Focus: AI and Market Dynamics

This chapter examines the unpredictable nature of financial market narratives, with a particular emphasis on the emerging dominance of artificial intelligence in shaping trends and valuations. Insights from JP Morgan Asset Management highlight the stark contrast between the performance of major tech companies and the broader market, raising concerns over rapid growth and potential antitrust implications.

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