JPMorgan's Chang Backs AI Capex Story for Tech Stocks
Originally published Jun 24, 2026
AI-generated summary based on Bloomberg — Technology · Aggregated by OffScreenSpace · Human-reviewed and approved on Jun 24, 2026
Key points
- Joyce Chang of JPMorgan says the AI capex story for tech stocks remains intact.
- Retail investor flows show continued interest in buying tech stocks during dips.
- Chang's comments reflect optimism about AI's long-term impact on the technology sector.
Joyce Chang, chair of JPMorgan Global Research, expressed confidence in the continued relevance of the AI capital expenditure narrative for technology stocks. Speaking on Bloomberg Television, she highlighted that retail investor flows suggest a willingness to buy during market dips. Chang emphasized that the AI-driven investment story remains strong and intact. Her comments reflect ongoing optimism about the long-term potential of AI in the tech sector.
Read the original story: Bloomberg — Technology