Security experts are already wondering if North Korea is behind the $6.3 billion Binance heist

Despite analysts pointing to various headwinds (overspending on artificial intelligence, financing the build-out and profitability timelines, and strain in European government bond markets, among them), JPMorgan’s Kriti Gupta and Nick Roberts are expecting markets to have a strong end to 2026. In a note shared exclusively with Fortune , they wrote: “The path to year-end is unlikely to be a straight line. There are still plenty of hurdles to clear, from the midterms and geopolitics to questions around the durability of the AI build-out. But volatility doesn’t necessarily mean the bull market is running out of road.