AI Rally Gets a Reality Check From US Strikes on Iran | Insight with Haslinda Amin 5/28/2026

Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. Chapters: 00:00:00 - Insight with Haslinda Amin begins 00:02:03 - U.S. strikes Iran targets near Hormuz with no accord in sight 00:02:47 - Stocks drop with bonds as oil rises on Iran strikes 00:03:48 - Muddy Waters Capital CEO Carson Block on the Al-driven market rally 00:18:59 - Carson Block on rethinking his India fund plan with a focus on Al 00:27:07 - Indian infrastructure and power stocks rally 00:33:58 - Roongta on doubling assets under management 00:35:06 - HDFC Capital Advisors CEO Vipul Roongta on investor appetite for Indian housing 00:44:17 - MiniMax President Yeyi Yun on China’s AI export boom 00:45:21 - Yun on AI pricing pressure, margins, and enterprise adoption -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts