AI Rally Has 'Room To Go'
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AI Rally Has 'Room To Go' Says Ozan Tarman
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.
Here's the inflation breakdown for May 2026 — in one chart
Consumer prices in May rose at their fastest pace in more than three years as the Iran war continued to put upward pressure on gasoline and other energy-related costs. The consumer price index, a key inflation gauge, increased to 4.2% last month relative to a year earlier — the highest annual inflation rate since April 2023 and an increase from 3.8% in April, the U.S. Bureau of Labor Statistics said Wednesday. "Inflation is painfully high," said Mark Zandi, chief economist at Moody's.
Why Did Donald Trump Get So Suddenly Shy?
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What Is the Democrats’ Answer to ‘America First’?
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Trump keeps saying an Iran deal is close. Markets keep believing it
President Donald Trump this week said a sweeping peace deal with Iran could be signed very soon, echoing dozens of similar claims he has made over nearly three months. The latest example may not resonate with the average listener — after all, no deal has emerged following any of Trump's dozens of claims so far. But despite the lack of follow-through, markets continue to react to the president's repeated promises.
Like Dell, now HPE surges on a massive guidance hike. Yes, business is that good
It happened again — this time with Hewlett Packard Enterprise . Shares soared nearly 25% after the company reported a blowout fiscal 2026 second quarter on strong data center demand. Like Dell , the HPE stock response appears justified, given an additional massive outlook hike.