[JPMorgan: AI Chip Stock Rally May Be Hard to Sustain] Odaily Planet Daily News - JPMorgan stated that AI chip stocks may find it difficult to consistently outperform hyperscale cloud service providers in the long term. JPMorgan predicts that either the increased monetization of AI will help cloud service providers catch up, or the massive spending in the AI sector could eventually suppress the capital expenditures of hyperscale cloud service providers, thereby weakening chip demand. Although JPMorgan leans toward an optimistic outlook, the slowdown in capital expenditure expectations remains a major risk for semiconductor stocks.