J.P. Morgan & Co. provided analysis on the IT services sector, noting potential benefits from Trump-era tariffs and onshoring for companies like Accenture and Animation International.
2 reports, 1 independent
Updated Jun 27
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What happened
J.P. Morgan & Co. provided analysis on the IT services sector, noting potential benefits from Trump-era tariffs and onshoring for companies like Accenture and Animation International.
Who's involved
What this event is mainly aboutKeep exploring
The entities involved
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Donald Trump
American businessman and politician (born 1946), President of the United States (2017–2021; since 2025)
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J.P. Morgan & Co.
U.S. investment bank
Nothing else this week.
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Accenture
multinational management consulting, technology services and outsourcing company
Related events
- Trump tariffs and onshoring benefit AI stocks, leading to automation and robotics support agreements involving Amazon and Richtech Robotics.
- AI stocks are benefiting from Trump-era tariffs, with Morningstar and ClearBridge providing market analysis on growth and upside potential.
- Barclays raised its price target for Okta, noting that AI stocks are benefiting from the onshoring trend and Trump-era tariffs.
- AI stocks are benefiting from Trump-era tariffs, and Brian Schwartz maintained an Outperform rating on Workday on September 5th.
- Goldman Sachs and Zeta Interactive noted that tariffs and onshoring benefit AI stocks, citing accelerated Q2 growth and raising price targets.
Coverage
Newest first; wire copies grouped- Insider MonkeyJ.P. Morgan Lowers PT on Accenture plc from $33 to $302, Keeps Overweight Rating on the Stock Accenture plc (NYSE:ACN) is one of the 10 Most Promising Technology Stocks to Invest In. On August 20, J.