信息服务-2026 年展望-我们预计人工智能叙事将转向积极；TRU 与 SPGI 为首选标的-2026 Outlook_ We Expect a Constructive _Narrative Shift_ on AI; TRU and SPGI Are Our Top Picks

J P M O R G A N North America Equity Research 15 December 2025 Information Services 2026 Outlook: We Expect a Constructive "Narrative Shift" on AI; TRU and SPGI Are Our Top Picks To hear more about key topics covered here, please join our 2026 Outlook Call, TODAY at 10:30AM ET /15:30 UKT. Register to participate here. Replay available within 24 hours on J.P. Morgan Markets at the link here. Info Services stocks underperformed the S&P 500 materially in 2025 with our market cap-weighted J.P. Morgan Info Servi ...