JPMorgan AM: the biggest risk for the US market is technology stopping its growth

FinanceInternationalFinectOct 23, 2026, 1:39 AM35 s readAI summary

Scott Davis, US equity manager at JPMorgan Asset Management, says the main risk for the US stock market is that the momentum in technology, particularly artificial intelligence, comes to a halt. The firm estimates S&P 500 earnings per share will grow 27% this year to $352 and 23% in 2027 to $434, with technology as the main driver. Without that boost, index earnings would grow around 10%.

In 35 seconds

Davis warns the biggest risk is technology shifting from growth to a decline: "Everything else is noise"
JPMorgan AM forecasts S&P 500 earnings per share of $352 this year (+27%) and $434 in 2027 (+23%)
Technology provides the biggest boost, with forecast growth of 60% this year and 49% in 2027

Read the full story at Finect

IASummary generated by artificial intelligence from a story by Finect. It may contain errors: the original source prevails.

JPMorgan
S&P 500
inteligencia artificial
bolsa EEUU
gestión de fondos

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JPMorgan AM: the biggest risk for the US market is technology stopping its growth

In 35 seconds

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Keep reading

IMF backs economic rescue bill as Banco de la República calls for rigor in its review

Parks and attractions in Colombia generated US$1.095 billion in 2024, according to IAAPA

President requests urgent congressional passage of fiscal adjustment bill

Oil edges lower after U.S. bombs Iran ahead of Election Day