The reasons why #AI is a compelling investment opportunity persist, but how we invest in AI has evolved. The Mag 7, down 1% so far in 2026, are no longer synonymous with AI - chart @JPMorganAM
Instead, the theme has broadened out to other AI innovators within tech, as well as AI enablers in sectors like #industrials, #utilities and #materials, all of which boasted double-digit earnings growth in the most recent quarter.
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