Bulls or Bots? Dissecting the AI everything U.S. equity market

In this 163rd episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Fiona Harris, Head of International Investment Specialists in the U.S. Equities team, to take a closer look at the U.S. equity market, the most recent Q2 earnings, and the outlook through the end of the year.  How has the market reacted to the Q2 earnings released so far?  What's the impact of the hyperscalers' current level of escalated capital expenditures?  Where and how is AI being used by investment teams to improve returns for investors?  Listen now to Kerry and Fiona to get up to date and find out what this all means for investors. The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 3rd quarter 2026 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP163).   For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.