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[JPMorgan Chase Strategist: The sell-off in AI stocks is expected to slow down after investors slash their positions] On October 22, JPMorgan Chase strategists believe that the market’s concerns about the financing of AI construction are excessive, and given that investors have significantly reduced related positions, the recent sell-off in AI-related stocks may gradually lose momentum. A team of strategists led by Nikolaos Panigirtzoglou wrote that large bets on semiconductor stocks have largely been unwound by investors, including hedge funds and trend-following investors. Their measure of overall stock positioning has also fallen significantly from its peak in mid-September, which could limit further downside.
U.S. stock trends 🕐 2026-10-22 16:32
#semiconductor #U.S. stock trends #AI
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