Isabelle LeeJul 11, 2026 – 3.03pmIt was a split-screen week on Wall Street.Fresh headlines from Iran briefly rippled through oil, Treasury yields and currency markets. The price moves proved relatively contained, but the episode revived familiar questions about inflation, energy supplies and the Federal Reserve. Inside the stock market, however, investors kept returning to a different preoccupation: whether another earnings season would justify the enormous sums still flowing into artificial intelligence.BloombergSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Fetching latest articles
AI echoes dot-com market split as Iran threat creeps back
Markets torn between the promises and risks of a once-in-a-generation technology shift are creating unusually wide gaps between perceived winners and losers.
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