The investment bank warned that AI-driven disruption, cautious enterprise spending, and geopolitical uncertainty could keep growth across India’s IT sector subdued.
Tag: JPMorgan
IBM Surges 5% Pre-Market on JPMorgan Upgrade to Overweight Citing Greater AI Software Confidence
JPMorgan analysts cited IBM’s improved positioning as an AI infrastructure beneficiary with expected software acceleration in the second half of 2026.
IBM Surges 5% Pre-Market on JPMorgan Overweight Upgrade Citing AI Software Acceleration
JPMorgan upgraded IBM to overweight, citing greater confidence in second-half software momentum and IBM’s positioning as AI infrastructure beneficiary.
JPMorgan Invests $19.8 Billion in Tech With AI Expected to Generate $2.5 Billion in Value
JPMorgan Chase has formalised AI as core infrastructure with a massive 2026 technology budget and expects AI-driven efficiency and revenue growth of $2.5 billion.
JPMorgan Formalises AI as Core Infrastructure With $19.8 Billion Tech Budget
JPMorgan Chase reclassified its AI investments from R&D to core infrastructure as part of a $19.8 billion 2026 technology budget targeting $2.5 billion in annual AI value.
JPMorgan Chase Reclassifies AI Investments as Core Infrastructure with $19.8B Budget
America’s biggest bank formally treats AI as essential infrastructure dedicating nearly $20 billion and 2000 staff to the technology.
JPMorgan CEO warns of oil shocks and sticky inflation
Jamie Dimon highlighted the persistent risks of high interest rates and Middle East tensions.
JPMorgan Forecasts Oil at $97/Barrel If Strait of Hormuz Reopens by Early June
The bank’s analysts revise energy outlook upward contingent on the US-Iran ceasefire deal being finalised.
JPMorgan AI Push Sparks Fears of Mass Job Losses on Wall Street as Bank Hires Fewer Bankers
JPMorgan Chase signalled it would shift toward AI specialists over traditional bankers as automation spread in finance