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Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks?
Even as the Strait of Hormuz closed and oil surged, chip stocks and the Nasdaq bounced back sharply as investors bet that AI-driven earnings growth outweighs any geopolitical headwinds. We explore the dangerous psycholog...
About This Episode
Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks? is an episode from InvestTalk by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors. Even as the Strait of Hormuz closed and oil surged, chip...
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Published Jul 17, 2026, 44:32 long, audio available.
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