Global AI trade could revive after recent pullback, JP Morgan says

T1Covered by 1 source · first reported by Economic Times — Tech / Technology / Startups / ETTelecom at 28 Sept, 11:19 UTC

The recent pullback in the global AI trade has improved investor positioning, made valuations attractive and could spur a re-engagement, particularly in semiconductor stocks, JP Morgan analysts said on Monday.

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Sources

• T1Global AI trade could revive after recent pullback, JP Morgan saysEconomic Times — Tech / Technology / Startups / ETTelecom28 Sept, 11:19