Brokerage sees AI supply chain as winner in truce (opens original article in a new tab)

Finnomena sees AI supply chain as top beneficiary if US-Iran truce leads to global market rally.

• Finnomena Funds identifies AI infrastructure and supply chain as top beneficiaries of potential US-Iran peace deal.
• A ceasefire could lead to global market rally through weaker dollar, lower bond yields, and renewed tech sector confidence.
• Strait of Hormuz reopening and reduced geopolitical tensions may ease inflation and encourage accommodative monetary policies.