Investors are uncertain about tech companies because of AI spending, not the Iran war. Four major hyperscalers spent $410.2 billion last year, and there’s concern about whether the returns will justify that kind of investment.
Source: https://www.fool.com/investing/2026/03/19/this-is-the-real-r…
For as long as most of us can remember, the conversation around international diversification went roughly the same way.
Artificial intelligence (AI) offers a sky-high addressable market, which is something investors can appreciate. Nvidia’s and Palantir’s sustainable moats are what have made them so popular on Wall Street.
CF Industries produces fertilizer and uses transportation routes that are unaffected by the blockade. ExxonMobil is the largest U.S. oil and gas company, and higher prices at the pump should translate into better margins.
