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AI stocks are echoing a 1990s market split. JPMorgan warns the next few weeks are critical.

AI stocks are echoing a 1990s market split. JPMorgan warns the next few weeks are critical.
MarketWatch Thursday 23 July 2026, 11:01 UTC By Barbara Kollmeyer 1 min read
Key Points

The different price action between artificial-intelligence hyperscalers and chip and infrastructure stocks is a throwback to a setup in the late 1990s, argues JPMorgan.

The different price action between artificial-intelligence hyperscalers and chip and infrastructure stocks is a throwback to a setup in the late 1990s, argues JPMorgan.
AI (ORG) JPMorgan (ORG)
Originally published by MarketWatch Read original →

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