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The Latest Breaking News from Michael Cembalest

Chinese AI models surge in 2026: Is JPMorgan data signaling a global shift away from US AI dominance?

Chinese AI models are no longer just regional competitors. They are rapidly becoming a global artificial intelligence force. New JPMorgan data showed Chinese AI token consumption surging sharply between February and May 2026, signaling explosive AI adoption across enterprise software, mobile ecosystems, e-commerce platforms, and productivity tools. Lower-cost open-source AI…

The Economic Times

Why your 401(k) is safe from a 40% crash in stocks—but not a 10% to 15% correction, top analyst says

"It would be kind of shocking if you didn't have some kind of profit-taking correction in 2026 at some point on the order of 10% to 15%."

Fortune

Oracle's 500% Debt-To-Equity Ratio Signals Massive Borrowing, Warns JPMorgan: Debt Levels 'Much Higher' Than AI Peers

A top J.P. Morgan strategist has highlighted that Oracle Corp. (NYSE:ORCL), with a 500% debt-to-equity ratio, also has a “much higher” debt-to-EBITDA ratio when compared to its peers.

Benzinga

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The AI Blob: Capitalism's New Feeding Frenzy

If you want to see capitalism at its most feverish, forget crypto or meme stocks. The new mania has a more respectable name: AI Infrastructure. Data centers, mazes of silicon and cooling coils, are devouring every spare dollar, pound of copper and parcel of land they can find.

Benzinga

Five New Year's Investment Resolutions

Investors should consider making New Year's resolutions to lead a healthier investment life in the coming year.

Kiplinger

Nvidia shares continue to fall. Should you buy the dip?

Nvidia's stock has fallen over 10% in the last two days, but the world's most dominant chipmaker is still up 115% year to date.

Fortune

JPMorgan Strategist Who Predicted Biden Withdrawal Has Gloomy Outlook For EV Sector, Ukraine War

Michael Cembalest sees the driverless car backlash coming from citizens, the Russia-Ukraine war continuing despite Russia losing two-thirds of its tanks, and more severe power outages in the US.

International Business Times UK

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