JPMorgan Desk Says AI Selling Almost Over, Goes Long Basket Of "Most Mispriced And Insulated From AI Disruption" Stocks

Last week, the S&P fell 1.4%, its worst week since late November. It has been ugly since the start of the year: YTD, the SPX has seen positive weekly returns in only 2 of the 7 weeks and is now negative on the year.