Why the AI trade is not set up for a rebound like July’s, according to JPMorgan
- July: 61 events in the last 90 days
- Previous: 7 days earlier · Ole Miss athletics deal with Adidas starts in July, leaving Nike
What happened
Fewer shorts, buybacks ending, no inflows and too many longs imply no recovery is imminent, says a JPMorgan strategist.
Summary assembled by rule from the sources below