AI investors now brush aside worsening geopolitical headlines. Despite fading peace hopes in the Middle East, rising oil prices and renewed inflation fears, tech-heavy indices trade to record highs, driven once again by semiconductor and AI-linked stocks. The divergence between tech and the rest of the market is becoming increasingly extreme, with investors seemingly willing to ignore slowing growth signals and energy-driven inflation risks as long as the AI narrative remains alive.
But with crude oil back above $100pb, inflation data due this week and valuations looking increasingly stretched, investors may be underestimating the risks building beneath the surface.
Could this resilience in tech continue… or are markets entering the calm before the storm?
Watch the full episode to find out more!
Intro1:10 Middle East crisis intact, markets ignore?!
2:29 Data update: US jobs & inflation
8:40 Trump & Xi meeting










