JPMorgan’s Urgent Wake-Up Call - The Next AI Boom Is Here - And These 3 Stocks Are Leading It

The stock market just hit fresh record highs — but beneath the surface, something far more important is happening. While headlines celebrate the trillion-dollar giants, the smart money is already shifting focus. According to Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management, investors need to start thinking differently. She recently warned that while “AI remains a powerful structural theme,” valuations across mega-cap tech are now stretched to levels not seen since the late 1990s, and that “any disappointment could be penalized.”
In other words, the easy money phase of the AI rally may be behind us. The next phase won’t be about who dominates the headlines — but who builds the foundations of this new digital economy. Santos also hinted that the Federal Reserve could soon have enough evidence of cooling inflation and labor data to justify a modest rate cut, possibly as early as late October. That shift could unleash a wave of rotation in the market — from the overbought AI titans to the next wave of high-growth, undervalued innovators driving real infrastructure and productivity gains.

*JPMorgan’s Urgent Wake-Up Call - The Next AI Boom Is Here - And These 3 Stocks Are Leading It*

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