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Balance Sheets Starting to Fray, Says JP Morgan’s Aliaga

JP Morgan Global Market Strategist Stephanie Aliaga discusses how investors are reacting to AI spending and private market fundraising. She joins Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:   Get the…

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JP Morgan Global Market Strategist Stephanie Aliaga discusses how investors are reacting to AI spending and private market fundraising. She joins Caroline Hyde on “Bloomberg Tech.”
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5 Comments

  1. @michael2275

    December 19, 2025 at 5:14 pm

    She feels like a diversity hire

  2. @MrMaguuuuuuuuu

    December 19, 2025 at 11:38 pm

    Fluffy useless noise

  3. @DR-wr8qj

    December 20, 2025 at 9:14 am

    “Growing at a scale that we‘ve never seen before“. This lady‘s most loved phrase. Bloomberg, you can take down this clip.

    • @billykotsos4642

      December 21, 2025 at 10:36 am

      most of these faces are talking GPTs.

      we know now that we don’t need too much to replicate them. Truly 20% of people account for 80% of productivity

  4. @matt.stevick

    December 21, 2025 at 4:59 am

    heyy

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