Here’s Why AI Stocks Are Outpacing Economic Reality

Here’s Why AI Stocks Are Outpacing Economic Reality

From Here's Why by Bloomberg

May 15, 2026 · 9 min

About this episode

The episode discusses the impact of the Iran war on global energy supplies and the enthusiasm for AI stocks in the stock market.

The Iran war is causing unprecedented disruption to global energy supplies, but continuing enthusiasm for artificial intelligence has helped to propel stock markets to repeated record highs. Are investors ignoring the risks from the conflict in the Middle East, or are tech stocks insulated from them? Bloomberg Tech Europe Anchor Tom Mackenzie joins Stephen Carroll to discuss. See omnystudio.com/listener for privacy information.

People in this episode

Host: Tom Mackenzie

Guest: Stephen Carroll

Topics covered

  • AI stocks
  • economic reality
  • global energy supplies
  • Iran war
  • stock markets
  • investor risks
  • technology

Keywords

  • AI stocks
  • Iran war
  • global energy
  • stock market
  • investors
  • Middle East
  • technology

Mentioned in this episode

Organizations: Bloomberg

Places: Iran, Middle East

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