Jacob Smith

19 May 2026

The global AI-driven stock rally continued this earnings season, but… – Jacob Smith

The global AI-driven stock rally continued this earnings season, but major semiconductor and hardware companies warned that escalating tensions linked to the Iran war are disrupting supply chains and hurting profitability. Industry giants including TSMC, Foxconn and Infineon flagged rising risks from instability in the Middle East, with analysts warning that a prolonged conflict could seriously impact the global chip industry and AI expansion. #AI #Semiconductors #IranWar #Technology