[JPMorgan: Primary Risk for Semiconductor Stocks Stems from Capital Expenditure Slowdown Expectations] BlockBeats News, July 2 — JPMorgan stated that AI chip stocks may struggle to continue outperforming hyperscale cloud service providers in the long term. Either stronger AI monetization capabilities will help cloud service providers catch up, or high AI expenditures will eventually suppress hyperscale cloud providers' capital expenditures, thereby weakening chip demand. JPMorgan believes that expectations of a capital expenditure slowdown remain the primary risk for semiconductor stocks. [Original Link]