Why JPMorgan predicts an AI trade shift in 2025

Wed, Dec 18, 2024, 10:23 AM

JPMorgan (JPM) has released a new report suggesting the artificial intelligence landscape will enter a transformative phase in 2025. The analysis highlights emerging players like Amazon (AMZN), Meta (META), Spotify (SPOT), and Alphabet (GOOG, GOOGL), signaling a potential shift away from traditional AI infrastructure powerhouses such as Nvidia (NVDA).

Yahoo Finance markets and data editor Josh Schafer breaks down the report's key insights, examining how the AI investment landscape is evolving from infrastructure-focused plays to companies actively monetizing AI technologies.

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This post was written by Angel Smith