Latest news with #GokulHariharan
Bloomberg
9 hours ago
- Business
- Bloomberg
JPMorgan Sees Asian Tech Stocks Gaining Another 15-20% This Year
Asian technology stocks may rally another 15%-20% this year, driven mainly by the strong momentum in the artificial intelligence space, according to JPMorgan Chase & Co. 'AI will continue to lead this upcycle on the growth in datacenter capex in 2025 and more confidence in 2026 growth,' analysts including Gokul Hariharan wrote in a report. 'We are not advising any meaningful rotation away from AI stocks in the next three months and would prefer' to stick with the winners.
Yahoo
05-02-2025
- Business
- Yahoo
DeepSeek Is Great News for TSMC Stock, J.P. Morgan Says
FEATURE The DeepSeek moment will benefit Taiwan Semiconductor Manufacturing's business prospects, according to J.P. Morgan. On Tuesday, analyst Gokul Hariharan reiterated his Overweight rating on TSMC stock, citing the growing excitement about Chinese start-up DeepSeek's recent artificial intelligence model releases.
