https://am.jpmorgan.com/hk/en/asset-management/institutional/insights/market-insights/eye-on-the-market/a-severe-case-of-covidia/
A severe case of COVIDIA: prognosis for an AI-driven US equity market | J.P. Morgan Asset Management
NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial production and capital spending.
https://am.jpmorgan.com/sg/en/asset-management/liq/insights/market-insights/eye-on-the-market/a-severe-case-of-covidia/
A severe case of COVIDIA: prognosis for an AI-driven US equity market | J.P. Morgan Asset Management
NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial production and capital spending.