Why were the mega-deals missing at this year's J.P. Morgan Healthcare Conference despite perfect weather?
As heard by us
A muted JPM makes for a clear look at dealmaking, AI hype, and the mood underneath both.
The Top Line treats this year's J.P. Morgan Healthcare Conference as a market that showed up with less spectacle than usual. It works best when it leans into the missing megadeals, because that silence says more than the usual parade of announcements.
Why you'd press play
You want the read on a quiet J.P.M., AI everywhere, and a Labubu cameo from Union Square.
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