{"id":"tp-53878","type":"article-newspaper","title":"JPMorgan Strategist Sees an Opening in AI Suppliers After Selloff","author":"Enna Lee","publisher":"TOKENPOST Inc.","url":"https://www.tokenpost.com/news/investing/53878","datePublished":"2026-11-11T11:25:59.000Z","dateModified":"2026-11-11T11:25:59.000Z","language":"en","abstract":"The strategy favors technology over energy and defensive sectors, while tighter computing capacity may support cloud providers’ pricing power, margins and cash flow over the medium term.","section":"Investing","references":[{"title":"earlier JPMorgan analysis of AI-stock positioning","url":"https://www.tokenpost.com/news/investing/38223"}]}