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Weak economic growth pushes investors into sovereign debt
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U.S.-Iran Updates: Trump says no talks with Iran taking place as standoff over Strait of Hormuz continues CBS NewsOil prices rise as resolution to Iran war remains unclear following MOU expiration Fox NewsMiddle East: No talks or conversations with Iran, Trump says DW.comTrump says no talks scheduled with Iran as he teases action in Hormuz Strait CNBC
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At the end of the first half of 2026, on the cusp of a major correction in the sector, more than three quarters of the Situational Awareness fund was betting on just five stocks, all of which were, in essence, one big bet on AI.
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