In Focus: Equity & Credit Update on AI CapEx

In Focus: Equity & Credit Update on AI CapEx

From At Any Rate by J.P. Morgan Global Research

May 4, 2026 · 31 min · Episode 733

About this episode

This episode explores the AI CapEx theme through equity and credit perspectives.

Welcome to another episode of In Focus, where we explore timely and thematic topics with insights from across J.P. Morgan Global Research. In today's episode, we bring together equity and credit views to examine the AI CapEx theme, which has been a major driver of risk assets. Speakers: Bhupinder Singh, US Equity Strategist & Head of Thematic Research Nathaniel Rosenbaum, Head of US High Grade Credit Strategy Samantha Azzarello, Head of Content Strategy This podcast was recorded on May 1, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5252024-0, https://www.jpmm.com/research/content/GPS-5259231-0, and https://www.jpmm.com/research/content/GPS-5271383-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an…

People in this episode

Guests: Bhupinder Singh, Nathaniel Rosenbaum, Samantha Azzarello

Topics covered

  • AI CapEx
  • equity views
  • credit views
  • risk assets
  • thematic research

Keywords

  • AI CapEx
  • equity
  • credit
  • risk assets
  • thematic research

Mentioned in this episode

Organizations: J.P. Morgan Global Research

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