Stephanie Aliaga
Global market strategist at JPMorgan Asset Management and noted AI expert on Wall Street, known for research on AI adoption, infrastructure spending, and macro implications.
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Jan 7, 2026 • 31min
Ultimate AI investing outlook 2026 | Stephanie Aliaga, JPMorgan Asset Management
Stephanie Aliaga, a global market strategist at JPMorgan Asset Management and AI expert, joins the discussion on investing's future. She dives into why AI isn't a bubble, comparing today’s data center build-out to the dot-com era. Stephanie highlights the shift towards diverse stock-picking strategies amidst concentrated AI gains and addresses circular financing risks. She also explores AI's impact on jobs and its implications for Fed policy, offering insights on productivity and market positioning for 2026.
Oct 24, 2025 • 19min
Do circular AI deals warn of a bubble?
Stephanie Aliaga, a Global Market Strategist at J.P. Morgan, dives into the complex world of AI investments and their implications. She discusses whether the current circular investments among AI developers, hyperscalers, and chipmakers signal a bubble reminiscent of the dot-com era. Stephanie highlights the critical demand for compute power and contrasts today's funding landscape with that of the past. Expect insights on how AI generates real revenue and crucial lessons for investors navigating this evolving tech landscape.
