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"One Trick Pony": JPM Strategy Chair On America's (Over)-Reliance On AI

Tyler Durden's Photo
by Tyler Durden
Authored...

Anyone concerned about US reliance on AI, look no further...

In the following charts, Michael Cembalest, Chair of Market and Investment Strategy for JPMorgan Asset & Wealth Management, breaks down the so-called 'one-trick-pony' of the concentrated contributions of AI to US markets and economic growth...

What about valuations and investor exuberance on AI?