JPMorgan Excludes Crypto Stocks in 2026 Recommendations

2 mins mins

Key Points:

JPMorgan excludes Coinbase, MicroStrategy, and Bitmine from 2026 core stocks.
Google is the only AI giant on the list.
Focus shifts to AI infrastructure over crypto and big tech.

Crypto researcher @DtDt666 suggests JPMorgan’s 2026 stock list excludes Coinbase, MicroStrategy, and AI giants like NVIDIA from its core recommendations, with Google’s inclusion noted.

This exclusion highlights a potential strategic shift towards AI infrastructure, as JPMorgan anticipates significant growth, despite no official report confirming the full list’s details.

JPMorgan’s 2026 Stock Highlights: AI Focus, Crypto Omission

Crypto researcher @DtDt666 shared on the X platform that JPMorgan’s list for 2026 includes 47 stocks, none of which are crypto-related or associated with major tech entities like NVIDIA and Tesla. This report lacks official confirmation but has sparked debates within investment communities about JPMorgan’s strategic focus.

AI infrastructure semis like Broadcom and Marvell are emphasized, according to the analyst outlook. Google is highlighted as the sole AI giant presence, signifying a possible shift from both cryptocurrency and traditional “Magnificent 7” tech stocks. According to Harlan Sur, J.P. Morgan’s top-ranked technology analyst, “The outlook emphasizes AI data center growth over crypto or the so-called ‘Magnificent 7’ tech stocks.”

Community reaction is mixed, with discussions on various platforms about what such exclusions mean for crypto visibility in traditional finance. Official industry figures have largely remained silent, adding to the community’s curiosity.

Implications of JPMorgan’s Strategic Shift in 2026

Did you know? JPMorgan’s exclusion of major tech entities and all crypto stocks could signal a broader trend towards prioritizing AI over other sectors, affecting future market dynamics significantly.

The 8-Bit Coin (COIN) holds a market cap of $935,967.40 with a fully diluted market cap of $3.12 million, as reported by CoinMarketCap. Over the last 24 hours, COIN experienced a 4.32% rise but faces a decline over recent months, reflecting broader market trends.

8-bit-coin-daily-chart-14 — 8-Bit Coin(COIN), daily chart, screenshot on CoinMarketCap at 23:36 UTC on December 26, 2025. *Source: CoinMarketCap*

Coincu’s research team notes a potential shift in investment strategy focused on AI developments and data center enhancements, potentially tilting future regulatory, financial, and technological landscapes.

DISCLAIMER: The information on this website is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing.