technology

Ozan Tarman: AI Sector Still Has Potential for Growth

1 Haziran 2026Bllomberg

The artificial-intelligence sector experienced significant gains on Monday, providing a buffer for global equities against rising oil prices amid ongoing tensions between the US and Iran. Ozan Tarman, Global Macro Vice Chair at Deutsche Bank, shared insights on stock market movements and the future trajectory of bon…
This discussion highlights the resilience of the AI market in the face of geopolitical challenges.
The backdrop of this discussion includes a deadlock in US-Iran negotiations, which typically heightens market volatility. However, the AI sector's ability to maintain gains suggests a divergence in market behavior, where technology stocks are viewed as more stable investments compared to commodities like oil.
The performance of the AI sector amidst geopolitical uncertainties suggests a growing confidence in technology-driven investments. As traditional markets react to external pressures like oil price fluctuations and diplomatic stalemates, the AI trade appears to be a safe haven, reflecting a shift in investor sentimen…

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This summary is based on information from Bloomberg and reflects the views of Ozan Tarman and other market analysts.