[BUSINESS]■ STORY TIMELINE
JPMORGAN SEES EARNINGS SUPERCYCLE LIFTING US STOCKS
JPMorgan strategist Nataliia Lipikhina projects an earnings supercycle will drive US stocks to record highs, fueled by hyperscaler spending and advances in agentic AI. The bank recently raised its S&P 500 target based on expected 20% earnings growth in 2026.
Bloomberg Tech+0m
Nataliia Lipikhina, head of EMEA equity strategy at JPMorgan Private Bank, says she sees the US earnings "supercycle" to…
Bloomberg Tech+3h 4m
An earnings “supercycle” in the US is poised to drive stocks to more record highs, according to Nataliia Lipikhina at JP…
Bloomberg Tech+8h 57m
The boom in artificial intelligence investment is a “fundamental, generational” phenomenon driving markets and filtering…