According to CNBC... Analysts highlight Nvidia, Apple, and Micron for AI demand, guiding chip, data center, and PC cycles with revenue upside signals.

According to @CNBC, J.P. Morgan says Asia’s tech slump hasn’t derailed the AI capex cycle, with data center and chip spend still rising.

According to @CNBC, Jamie Dimon said JPMorgan negotiates AI vendors on measurable ROI and business value, signaling disciplined enterprise AI spend.

According to @CNBC, Goldman Sachs and JPMorgan are emerging AI winners by monetizing genAI in trading, research, and client services.

According to CNBC... Jamie Dimon said JPMorgan expects huge AI-driven efficiency in parts of the bank, following Block’s 40 percent cuts via AI.