AI Rally Has 'Room To Go' Says Ozan Tarman

Bloomberg Technology Monday 01 June 2026, 11:40 UTC 1 min read

Key Points

The artificial-intelligence trade locked in fresh gains on Monday, allowing global equities to shrug off a rebound in oil prices as the US and Iran remained deadlocked over a peace deal. Ozan Tarman, Global Macro Vice Chair at Deutsche Bank joined Stephen Carroll and Lizzy Burden to discuss the the moves in stocks as where Bond yields go from here.

AI Rally Has 'Room To Go' (ORG) Ozan Tarman (PERSON) US (LOCATION) Iran (LOCATION) Global Macro (ORG) Deutsche Bank (ORG) Stephen Carroll (PERSON) Lizzy (PERSON) Bloomberg (PERSON)

Originally published by Bloomberg Technology Read original →

President Donald Trump said Wednesday that the U.S. military has secretly helped 200 commercial ships and more than 100 million barrels of oil through the Strait of Hormuz. "This wildly successful effort is because the UNITED STATES of AMERICA CONTROLS the Strait of Hormuz — NOT Iran," Trump said in a Truth Social post. "Their military is defeated, and their economy is lost."

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AI Rally Has 'Room To Go' Says Ozan Tarman

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