Welcome to another episode of In Focus, where we explore timely and thematic topics with insights from across J.P. Morgan Global Research. In today's episode, we bring together equity and credit views to examine the AI CapEx theme, which has been a major driver of risk assets.

Speakers: 

Bhupinder Singh, US Equity Strategist & Head of Thematic Research

Nathaniel Rosenbaum, Head of US High Grade Credit Strategy

Samantha Azzarello, Head of Content Strategy

This podcast was recorded on May 1, 2026.

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