SourceBloomberg Technology•Stalecollected in 7m
US AI/Tech Safe Amid Iran War
💡US AI/tech earnings immune to ME war—key signal for investors
⚡ 30-Second TL;DR
What Changed
Lori Calvasina heads US equity strategies at RBC.
Why It Matters
Reassures AI/tech investors of earnings stability despite Iran tensions. Positions US markets as safe haven, likely drawing capital to AI sector amid global risks.
What To Do Next
Access RBC research portal for Calvasina's full AI/tech equity report.
Who should care:Founders & Product Leaders
Key Points
- •Lori Calvasina heads US equity strategies at RBC.
- •No earnings impact on US AI/tech from Middle East conflict.
- •US positioned as global safety trade.
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Original source: Bloomberg Technology ↗
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