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Market Impact of AI and Iran

5/5/202632 min

The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, May 6, 2026
Featuring:
1) Julian Emanuel, Senior Managing Director of Equity, Derivatives and Quantitative Strategy at Evercore, discusses extraordinary earnings strength propelling the market and his S&P target for 2026.
2) David Bailin, founder and CEO at the CIO Group, talks the US market advantage amid the Iran war and offers his outlook for markets and AI.
3) Heath Terry, Head of Tech Research at Citi, discusses the Anthropic advantage and how AI is powering the market through the Iran war.
4) Leslie Palti-Guzman, founder at Energy Vista, talks about global oil and LNG production and US energy prices and output amid the Iran War.

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Clips

Showing 10 of 11

Transcript preview

First 90 seconds
  1. Speaker 00:00

    [gentle music] When the rest of the markets slow down, the futures market keeps moving. Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity? In the ETF markets, volume and liquidity lessens after 4:00 PM until the next morning. But with futures, you get trading opportunities both day and night. Learn more at cmegroup.com/equityfutures.

  2. Speaker 10:24

    Small businesses are the pulse of every community. They bring people together, create opportunities, and drive growth. Chase for Business helps business owners like you with personalized guidance and convenient digital tools all in one place. With that guidance and your determination, you can take your business farther and help build a brighter future for your community. Learn more at chase.com/business. Chase for Business, make more of what's yours. The Chase mobile app is available for select mobile devices. Message and data rates may apply. JPMorgan Chase Bank NA, member FDIC. Copyright 2026, JPMorgan Chase & Co.

  3. Paul Sweeney· Co-host1:01

    When you're running a business, the best days are the ones where priorities stay on track. For mid-size and large companies, risk can affect multiple parts of the organization at once, from property and liability to cyber and regulatory challenges. At that level, managing risk becomes an ongoing discipline. At The Hartford, the focus is on helping businesses manage risk before it turns into something more disruptive. And when losses do happen, that work is paired with insurance coverage

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