Inside Tech Stars 2025: From IPOs to defense tech

Inside Tech Stars 2025: From IPOs to defense ...

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Deals and discipline: What’s driving markets at mid-year?

Markets have powered through a volatile first half of 2026, despite geopolitical shocks, commodity swings, a more complex rates backdrop and increased scrutiny on the returns to AI and other growth investments. In this episode of J.P. Morgan’s Making Sense, Evan Junek, global hea ...  Show more

Momentum vs. fundamentals in the AI trade: Insights from BlackRock

What's the right price for AI stocks? In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, speaks with Helen Jewell, International CIO of Fundamental Equities at BlackRock, about differentiating within the AI trade, and identify ...  Show more

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