# Will Markets Keep Ignoring Iran Tensions?... And The AI Race to Supremacy 7/20/26

Page: https://stenobird.com/podcast/cnbc-s-fast-money-385199/will-markets-keep-ignoring-iran-tensions-and-the-ai-race-to-supremacy-7-20-26
Text version: https://stenobird.com/podcast/cnbc-s-fast-money-385199/will-markets-keep-ignoring-iran-tensions-and-the-ai-race-to-supremacy-7-20-26.md
Podcast: [CNBC's "Fast Money"](https://stenobird.com/podcast/cnbc-s-fast-money-385199)
Published: 2026-07-20T22:11:04+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/797f75c7-ee84-4691-a4d6-b49504e605df/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=797f75c7-ee84-4691-a4d6-b49504e605df&feed=szW8tJ16
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Duration seconds: 2606

## Resource

Markets picking up momentum to kick off the week despite the ongoing tension with Iran, with the S&P and Nasdaq closing in the green and crude settling below its intraday highs. The traders break down why the markets are seemingly shrugging off the war. Then, head of equity and portfolio strategy at CIBC Capital Chris Harvey lays out where he sees the market heading in the second half, and what investors can expect from this earnings season. Plus, a take on who could win the AI race, why Oracle can’t catch a break, and The Odyssey breathing life back into the movie theater trade. Fast Money Disclaimer

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