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RBC’s Calvasina Sees US as Global Safety Trade Amid Iran War

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Geopolitics & WarArtificial IntelligenceTechnology & InnovationAnalyst Insights

RBC's Lori Calvasina said the conflict in the Middle East is unlikely to affect earnings for the U.S. AI and tech trade. The comment suggests limited near-term fundamental fallout for the sector despite ongoing geopolitical तनाव. Market impact appears modest because the article is analyst commentary rather than new company-specific data.

Analysis

RBC's Lori Calvasina said the conflict in the Middle East is unlikely to affect earnings for the U.S. AI and tech trade. The comment suggests limited near-term fundamental fallout for the sector despite ongoing geopolitical तनाव. Market impact appears modest because the article is analyst commentary rather than new company-specific data.

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