AI TRENDS | JPMorgan Asset Management Strategist Sees Robotics and Autonomous Driving Firms as Next AI Trade Winners

A JPMorgan Asset Management global market strategist said companies tied to robotics and autonomous driving may be the next beneficiaries of AI-related trading. According to Odaily, Raisah Rasid said the “AI story is far from over,” adding that large-scale adoption is accelerating, particularly in generative AI. Rasid said that as AI-related winners broaden beyond hyperscale companies, earnings growth—especially in hardware—has been driving returns in major markets. She also said South Korea’s KOSPI Index is unlikely to repeat its triple-digit gains from the first half in the second half, and that growth is expected to moderate because companies may struggle to maintain strong pricing power in hardware.