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AI Stocks Surge, Oil Slides as Ceasefire Reshapes Markets in Q2 2026

Insider Monkey Read original source (opens in a new tab)
The Story

News Summary

  • L1 Capital's Q2 2026 letter highlights AI-driven equity gains and an oil price drop from an Iran ceasefire.
  • NexGen Energy (uranium play) was a fund detractor despite strong long-term fundamentals amid a broad commodities risk-off move.
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BRENT price history

102.35 +57.66% over the displayed period

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