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
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