J.P. Morgan says pullback in global AI trade could spur re-engagement
Analysts said cleaner positioning and lower valuations could support renewed interest, especially in semiconductors.
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Global AI trade could revive after recent pullback, J.P. Morgan says
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, J.P. Morgan analysts said on Monday.Here are a few details