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J.P. Morgan sees AI trade re-engaging as semiconductor index rises about 48% this year

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  • J.P. Morgan analysts see renewed AI-sector engagement, especially in semiconductor stocks.
  • 48%: MSCI World Semiconductors and Semiconductor Equipment Index gains so far this year.
  • J.P. Morgan remains bullish on semiconductors but cautious on software.
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J.P. Morgan sees AI trade re-engaging as semiconductor index rises about 48% this year - CoinPost Terminal