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How AI mania is disguising big companies’ hit from Iran war — in charts

Biggest groups have gained $5.4tn in value since conflict began — but semiconductor sector accounts for most of the gains

First seen · 4:00 AM UTCMay 11, 2026

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Financial Times
Center-RightNikkei Inc.
How AI mania is disguising big companies’ hit from Iran war — in chartsBiggest groups have gained $5.4tn in value since conflict began — but semiconductor sector accounts for most of the gains
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