Expect Broadening of Earnings Growth in 2026: JPM's Sundar

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JPMorgan's Sitara Sundar expects a broadening of earnings growth in 2026, driven by continued AI capital expenditure cycle.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

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Sitara Sundar, Head of Alternative Investment Strategy at JPMorgan Private Bank, says the AI capital expenditure cycle will continue in 2026 and expects a broadening of earnings growth. She speaks to Bloomberg's Vonnie Quinn on 'Bloomberg Brief.' (Source: Bloomberg)

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Original article published by Bloomberg on January 6, 2026.
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