Rising oil prices — and their potential impact on inflation — are front and center in the market conversation right now. Yet, if the conflict between Iran and the US and Israel continues and the Strait of Hormuz stays closed, attention could start to shift to the tech sector and the AI trade, according to Tom Hancock , the head of the Focused Equity team at asset management firm GMO. While that may seem like an odd line to draw at first, Hancock is thinking of the potential knock-on effects on

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