AI EARNINGS HELP MARKETS WEATHER IRAN TENSIONS

The worst of the market volatility tied to Iran war concerns appears to have passed, with artificial intelligence fundamentals providing support to equity valuations worldwide. Thurston attributed the resilience to robust earnings growth in AI-related sectors, which are helping investors look past near-term geopolitical risks. The strength in AI earnings has provided a counterweight to uncertainty from Middle East tensions that briefly rattled markets. AI stocks have maintained investor focus on long-term growth prospects, allowing markets to absorb geopolitical headlines without sustained selloffs. This pattern reflects how sector-specific momentum can override broader macro concerns in the near term. The comments come as global equities continue navigating the intersection of geopolitical risks and technology sector strength, with AI earnings likely to remain a key driver of market direction in coming weeks.