Beyond AI: Opportunities in Semiconductors
Season 13 Episode 01 Our thirteenth season of Insights Now, titled “The Analyst’s Edge: A Day in the Life of Equity Research Analysts,” will be all about the research backing our portfolio managers’ investment decisions, exploring a range of sectors and
February 5, 202525m 56s
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Show Notes
Season 13 Episode 01
Our thirteenth season of Insights Now, titled “The Analyst’s Edge: A Day in the Life of Equity Research Analysts,” will be all about the research backing our portfolio managers’ investment decisions, exploring a range of sectors and diving deeper into the most exciting trends driving markets today. U.S. equities have been on a tear in recent years. At the heart of the recent equity market rally sits the semiconductor industry. Home to companies like Nvidia, Broadcom, and other key beneficiaries of the AI frenzy, semiconductor stocks gained over 75% in 2024, far outpacing the broader market. To share the latest on the semiconductor industry, Gabriela Santos, the new co-host, will be joined by Eric Ghernati, a technology-focused equity research analyst here at J.P. Morgan Asset Management.
Our thirteenth season of Insights Now, titled “The Analyst’s Edge: A Day in the Life of Equity Research Analysts,” will be all about the research backing our portfolio managers’ investment decisions, exploring a range of sectors and diving deeper into the most exciting trends driving markets today. U.S. equities have been on a tear in recent years. At the heart of the recent equity market rally sits the semiconductor industry. Home to companies like Nvidia, Broadcom, and other key beneficiaries of the AI frenzy, semiconductor stocks gained over 75% in 2024, far outpacing the broader market. To share the latest on the semiconductor industry, Gabriela Santos, the new co-host, will be joined by Eric Ghernati, a technology-focused equity research analyst here at J.P. Morgan Asset Management.