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JPMorgan Says Nvidia’s Best Days Are Ahead as AI Shifts from Buildings to Chips
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JPMorgan Says Nvidia’s Best Days Are Ahead as AI Shifts from Buildings to Chips
Nvidia has been one of the defining stocks of the AI era, but it has actually lagged some peers in 2026 — up just 12% year to date while AMD has more than doubled. That gap could be about to close. JPMorgan strategist Tarek Hamid published a note arguing that the next phase of AI capital spending will increasingly favor chips over physical infrastructure, and Nvidia is the single biggest beneficiary of that shift. The logic is compelling. Data c…
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