Balance Sheets Starting to Fray, Says JP Morgan's Aliaga

We end the week on a high. But wow, if we've been riddled with doubts, where is your mind been at. Yeah, it has been a really interesting tape in recent weeks and months.I mean, the debate around I, the return on investment around I, around the quality of the balance sheets, the war on the model front, right between activity and Google's Gemini. And I think moving forward, markets are realising this is going to be less of a competition on just the innovation, although the innovation is really important, but ...