About this episode

The episode discusses market reactions to Iran tensions and features insights on the AI race and investment strategies for the upcoming earnings season.

Markets picking up momentum to kick off the week despite the ongoing tension with Iran, with the S&P and Nasdaq closing in the green and crude settling below its intraday highs. The traders break down why the markets are seemingly shrugging off the war. Then, head of equity and portfolio strategy at CIBC Capital Chris Harvey lays out where he sees the market heading in the second half, and what investors can expect from this earnings season. Plus, a take on who could win the AI race, why Oracle can’t catch a break, and The Odyssey breathing life back into the movie theater trade. Fast Money Disclaimer

People in this episode

Guest: Chris Harvey

Topics covered

• market analysis
• Iran tensions
• AI race
• earnings season
• investment strategy

Keywords

• markets
• Iran
• AI race
• CIBC Capital
• Chris Harvey
• Oracle
• The Odyssey
• investment

Mentioned in this episode

Organizations: CIBC Capital

Products: Oracle

Books & works: The Odyssey

Places: Iran

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