JPMorgan CEO Warns of Market Exuberance as Global Tech Stocks Surge
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JPMorgan Strategist Says Winners in Global Stocks Go Beyond AI Global stock markets are offering returns that in some cases are beating the S&P 500 Index, with technology companies comprising a small part of some strategies, according to Paul Quinsee at JPMorgan Asset Management.
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MarketWatchThings are changing among emerging-markets equities EEM, and the asset class is set to enjoy a further significant rally in the second half of 2026. For JPMorgan, it offers superior exposure to the AI theme at better valuations, and the second-half weakness strategists expect in the dollar DXY is likely to turbocharge returns.
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Emerging-Market Stocks Rise as Alibaba, TSMC Join AI Hot Streak Emerging-market stocks advanced for the third day this week as technology companies in Taiwan and China joined a hot streak by South Korean peers, buoyed by optimism that talks between the US and China will improve trade ties and boost demand for artificial intelligence-related hardware and services.
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CNBCAlso, Das said South Korea's equity market is becoming increasingly concentrated around the AI trade, mirroring a broader global phenomenon. "Korea and Taiwan equity markets have always been more a reflection of global demand, given the vast majority of listed equities are exporters rather than domestic demand," Das told CNBC. "This remains the case; it is simply that global demand has become very concentrated in AI at present." "There is certainly significant crowding in the AI thematic across global equities," he added. "Depending on how broadly you measure AI exposure, 40%–45% of the S & P 500 is AI-related, with similar levels for Asia ex-Japan and Japan, and considerably more for Korea and Taiwan." The enthusiasm has also triggered a wave of retail participation.
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JP Morgan may reconsider a planned multibillion-dollar office tower in London if U.K. Prime Minister Keir Starmer is ousted, the bank's CEO Jamie Dimon said on Wednesday.
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BloombergJamie Dimon warned the UK that any move to hike taxes on banks in the event Keir Starmer is replaced as the UK’s prime minster would see JPMorgan Chase & Co. scrap plans to invest billions in a new London headquarters in Canary Wharf.
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May 12th, 2026 JPMorgan's Dimon Sees Too Much Exuberance in Markets JPMorgan Chase Chair and CEO Jamie Dimon says he is still worried about inflation risk during an interview with Bloomberg's Francine Lacqua on "Bloomberg Open Interest."
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The Kospi has made over 70 new all-time-highs in the past year, JPMorgan said. The gauge is already up a stunning 80%-plus this year, following a 76% advance in 2025. "Korea remains our most preferred market in the region and we raise our base/bull/bear case Kospi targets to 9,000/10,000/6,000," JPMorgan strategists led by Mixo Das wrote in a note. .KS11 1Y mountain Kospi's gains in the past year Similarly on Friday, Goldman Sachs lifted its 12-month base target for the index to 9,000 from 8,000, while Citi raised its target to 8,500 from 7,000. The bullish calls come as global investors pour into South Korea's chip champions like Samsung Electronics Co.
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MarketWatchEven though the MSCI Emerging Market Index has risen by a fifth already in 2026, JPMorgan’s strategists, led by Mislav Matejka, remain bullish on Korea KR:180721 and Taiwan TW:Y9999. That’s important, because after their steepling year-to-date returns, just three stocks, Samsung Electronics KR:005930, Taiwan Semiconductor Manufacturing Co. TSM and SK Hynix KR:000660, constitute a quarter of the overall benchmark.
3 details only one outlet reported
Independent claims that didn't surface elsewhere in our corpus. Treat as supplementary — not corroborated across outlets.
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01 CNBC Speaking to Bloomberg in Paris, the head of America's biggest bank said that while a change in leadership would not change JP Morgan's fundamental strategy, it could force the lender to rethink its future in the U.K. capital.
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02 Bloomberg Dozens of Labour members of Parliament and a handful of ministers have called for Starmer to resign after his party suffered bruising losses in the UK’s local elections last week. Asked if JPMorgan would review its plans for the new office in light of political instability that’s followed, Dimon was unequivocal.
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03 MarketWatch How emerging markets appear set to reaccelerate their outperformance of developed markets in the second half of 2026
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Sources (3)
- cnbc
- marketwatch
- bloomberg