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Why the AI trade is not set up for a rebound like July’s, according to JPMorgan

Why the AI trade is not set up for a rebound like July’s, according to JPMorgan
MarketWatch Thursday 15 October 2026, 08:53 UTC By Jules Rimmer 1 min read
Key Points

Fewer shorts, buybacks ending, no inflows and too many longs imply no recovery is imminent, says a JPMorgan strategist.

Fewer shorts, buybacks ending, no inflows and too many longs imply no recovery is imminent, says a JPMorgan strategist.
JPMorgan (ORG)
Originally published by MarketWatch Read original →

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