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Business & Finance

‘AI Economy’ Driving Earnings Strength, Says JPM’s Caffrey

Bloomberg Technology Thursday 10 September 2026, 10:33 UTC 1 min read
Key Points

Jack Caffrey, equity portfolio manager at JPMorgan Asset Management, says spending related to “the enthusiasm around artificial intelligence” is broadening out earnings themes. Caffrey warns of “a hiccup or two over the next few months” as companies need to borrow more to support their growth. He speaks on “Bloomberg Brief.”

Jack Caffrey, equity portfolio manager at JPMorgan Asset Management, says spending related to “the enthusiasm around artificial intelligence” is broadening out earnings themes. Caffrey warns of “a hiccup or two over the next few months” as companies need to borrow more to support their growth. He speaks on “Bloomberg Brief.” (Source: Bloomberg)
JPM (ORG) Caffrey Jack Caffrey (PERSON) JPMorgan Asset Management (ORG) Caffrey (PERSON)
Originally published by Bloomberg Technology Read original →

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