JPMorgan Private Bank Says AI Set to Drive Strong Earnings
TL;DR
Nataliia Lipikhina, head of EMEA equity strategy at JPMorgan Private Bank, discusses how artificial intelligence continues to underpin global equity markets, particularly the tech sector. "I think the market comes to realization that actually the AI story continues," she tells Bloomberg Television. "Demand is still really strong, and supply is still constrained," Lipikhina adds. (Source: Bloomberg).
Nauti's Take
For small teams, this is mainly a verification task: measure whether AI improves time, cost, or revenue in your own workflow before treating rising valuations as proof of practical value. Strong demand combined with constrained supply could keep putting pressure on model and infrastructure pricing, access, and vendor dependence.
Summary
Nataliia Lipikhina, head of EMEA equity strategy at JPMorgan Private Bank, discusses how artificial intelligence continues to underpin global equity markets, particularly the tech sector. "I think the market comes to realization that actually the AI story continues," she tells Bloomberg Television.
"Demand is still really strong, and supply is still constrained," Lipikhina adds. (Source: Bloomberg)
Sources