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Brokerage sees AI supply chain as winner in truce

The artificial intelligence (AI) supply chain is one of the most attractive investment themes should a potential peace agreement between the US and Iran materialise, says Finnomena Funds, noting it could be a catalyst for a global market rally.

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economictimes.indiatimes.com

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bangkokpost.comStai leggendo2 g fa

Brokerage sees AI supply chain as winner in truce

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economictimes.indiatimes.com17 h fa

AI Euphoria, Fed Signals and Oil Politics: David Roche warns markets may be ignoring bigger risks

David Roche avverte che l'AI è una bolla con $1+ trilione in investimenti senza prospettive di rientro economico. I CTO e manager tech devono ricalibrare capex AI su ROI realistico, evitando il follow-the-crowd che precede correzioni di mercato.

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Timeline cronologica

giovedì 18 giugno 2026·bangkokpost.com
Brokerage sees AI supply chain as winner in truce
The artificial intelligence (AI) supply chain is one of the most attractive investment themes should a potential peace agreement between the US and Iran materialise, says…
venerdì 19 giugno 2026·economictimes.indiatimes.com
AI Euphoria, Fed Signals and Oil Politics: David Roche warns markets may be ignoring bigger risks
Global markets are optimistic about AI and easing inflation, but David Roche warns of deeper structural risks. He believes the AI investment boom is unsustainable and the recent…