J.P. Morgan predicts Apple will perform well with AI and iPhone cycle, offering opportunities

From Investing.com: 2025-01-04 04:00:00

In 2025, J.P. Morgan analysts predict Apple’s stock will show resilience with the AI cycle and iPhone 17 series driving investor sentiment. Edge AI’s early stages offer opportunities for application development, influencing smartphone and PC refresh cycles. Enterprises focus on cost savings from AI adoption, with a shift towards on-premises infrastructure expected by year-end.

Stocks tied to AI momentum may face challenges in the first half of 2025, but relief is expected by mid-year with improved supply. Companies like Dell and Cisco could benefit from the shift towards on-prem AI infrastructure. J.P. Morgan forecasts a narrower range of share price performances in the hardware and networking sector compared to 2024.

Amid cyclical recoveries in various markets, consolidation among equipment suppliers is anticipated. Contract manufacturers are favored by investors due to AI-led growth and lower risks than OEMs. Companies are well-positioned to handle potential tariff headwinds, with diminishing risks expected as 2025 progresses.



Read more at Investing.com: JPM lists 10 tech/AI predictions for 2025 By Investing.com