Woofun AI notes that JPMorgan Asset Management global market strategist Raisah Rasid identifies robotics and autonomous driving companies as potential next-wave winners in AI trading. Rasid stated that "The AI story is far from over, and mass adoption is accelerating, especially in the field of generative AI." She added that profit growth, particularly within the hardware sector, has been driving returns in major markets as AI leadership expands beyond hyperscale firms.

However, she cautioned that the triple-digit gains seen in South Korea's KOSPI index during the first half of the year are unlikely to recur in the second half, with growth expected to moderate as companies may struggle to maintain strong pricing power in hardware.