The Iran war and the spike in oil prices can make it easy to forget that just weeks ago, markets were in a panic about AI disruption. That threat is still in the background, and one fund manager has a trio of stock picks to consider whenever the market starts fretting over AI again."Two years ago, people would say software is the best business model in the world, and now all of a sudden, people start talking about terminal value," Tom Hancock, the head of the Focused Equity team at asset management firm GMO ...