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

This story is from 2026-09-10. It is preserved in the archive; the latest stories are on the live feed.

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 s…

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  1. 2026-09-10 10:33 · Bloomberg AI
    ‘AI Economy’ Driving Earnings Strength, Says JPM’s Caffrey

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