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Published on 16 Dec 2024 on Benzinga

Dell, Corning, Coherent: JPMorgan's Top Picks For Cyclical Recovery 'Beyond AI'...

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As the tech sector pivots from AI-fueled growth to a broader market recovery, JPMorgan analyst Samik Chatterjee highlights a cyclical rebound powering upside for traditional IT infrastructure and industrial tech.

Top picks like Dell Technologies Inc DELL, Corning Inc GLW and Coherent Corp COHR are set to ride the next cyclical upswing from recovering demand in servers, telecom, and industrial markets.

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NYSE.DELL price evolution
NASDAQ.CSCO price evolution

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