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JPMorgan’s Lipikhina Sees Earnings Supercycle Driving US Stocks

Bloomberg Tech · Jun 3, 2026, 10:59 AM · Also reported by 1 other source

An earnings “supercycle” in the US is poised to drive stocks to more record highs, according to Nataliia Lipikhina at JPMorgan Chase & Co., fueled by heavy spending from hyperscalers and advances in agentic AI.

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JPMorgan’s Lipikhina Sees Earnings Supercycle Driving US Stocks

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