Dr. JoAnne Feeney joined CNBC to discuss the forces shaping markets as investors enter the fourth quarter of 2026. The conversation covered continued investment in AI infrastructure, the risks surrounding tensions with Iran and energy supplies, and why companies delivering strong revenue and earnings growth may remain attractive despite geopolitical uncertainty.
Interview Date: October 1, 2026
Key Takeaways
AI infrastructure investment remains a powerful technology driver: Strong demand for memory and additional capacity points to continued investment in the AI infrastructure buildout, with potential implications across the broader technology sector.
Iran tensions and energy supplies remain key market risks: Renewed instability in the region could further constrain energy supplies and keep oil, gasoline and diesel prices elevated, adding to costs across the economy.
Growth remains important amid geopolitical uncertainty: Despite ongoing global risks, Feeney maintains that companies capable of delivering strong revenue and earnings growth may continue to offer investment opportunities, with the AI buildout expected to continue even amid geopolitical disruption.
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