Will global markets continue to gain strength? Jacob Manoukian, Head of U.S. Investment Strategy at J.P. Morgan Private Bank, made striking remarks during a program on current developments. Jacob Manoukian: “We believe artificial intelligence will continue to drive this earnings supercycle. As news flows continue, we can see investors rebalancing their positions, but AI will remain the dominant force in the market. Expectations are high, but I believe there are two areas that could surprise investors. The first is the positive feedback loop emerging between hyperscalers’ investment returns, cloud investment returns, and the direct infrastructure ecosystem.”