‘AI Economy’ Driving Earnings Strength, Says JPM’s Caffrey
THE SO WHAT
When JPMorgan’s equity desk calls out AI enthusiasm as an earnings driver and a leverage risk, it’s a reminder that a lot of “AI growth” is debt-fueled capex and opex. Operators should be ready for a funding environment where boards still want AI upside but get more sensitive to balance-sheet strain and payback periods.
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