Watch Stock Strength Driven by Earnings, Not Economy: Santos - Bloomberg

May 8th, 2026

Stock Strength Driven by Earnings, Not Economy: Santos

The economy is being propped up by AI says JPMorgan’s Gabriela Santos. She joined Bloomberg Open Interest to explain why the labor market is weaker than headlines suggest, how the AI trade has shifted beyond big tech, and why markets keep rallying despite global chaos.

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