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0.000126694780841808 0.000952274806377604 0.0017778548319134 0.00190486714353436 0.00212713868887091 -0.000129870088632436 0.00238116331211265 0.00380052589447617
Stock impact report

Market Outlook: ETF flows signal a rotation beyond AI mega-caps [BNN Bloomberg (Canada)]

JP Morgan Chase & Co. (JPM) 
Last jp morgan chase & co. earnings: 4/14 06:43 am Check Earnings Report
Company Research Source: BNN Bloomberg
Investors are rotating away from crowded AI and mega-cap trades toward sectors tied more directly to real-world buildout, infrastructure and adoption. BNN Bloomberg spoke with Mike Philbrick, CEO of ReSolve Asset Management, about the surge in ETF inflows, the role of crypto-linked products and tokenization, and why AI beneficiaries across the broader economy may drive the next phase of market leadership. Key Takeaways ETF flows suggest market leadership is rotating beneath calm index levels, with capital moving away from crowded AI and mega-cap trades. The current shift reflects reallocation rather than risk aversion, as investors reposition toward sectors tied to real economic activity. AI remains a long-term theme, but its impact is spreading beyond technology leaders into infrastructure, automation and capital investment. Financials, industrials, materials, healthcare and biotech may benefit as AI adoption accelerates across the real economy. Improving market breadth Show less Read more
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