According to Wallstreetcn, JPMorgan's Grace Peters said U.S. stocks can keep rising even as higher Treasury yields demand stronger earnings growth, and she cited strong economic growth data, bond supply entering the market to finance AI infrastructure, and inflation concerns if oil rises above $100 a barrel as factors pushing yields higher. She said fixed-income assets still have a place in portfolios but require selectivity, while she prefers stocks because she expects a widening earnings "supercycle".