JPMorgan's Kelly: Only a Bear Market 'Shock' Can Disrupt Tech

Reported 12 months ago

JPMorgan Asset Management's David Kelly believes that the dominance of tech giants in the US stock market will continue unless there is a major market downturn similar to what occurred in 2022. He predicts that earnings growth in the S&P 500 Index will expand beyond tech behemoths by the end of the year but may not be enough to close the performance gap. Kelly asserts that a significant blow to market sentiment would be necessary to halt the flow of cash into Big Tech, which has been driving the market's rise in 2024.

Source: YAHOO

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