Global markets are holding up as investors increasingly prioritize AI and technology rather than escalating West Asia tensions. The prevailing view is that any conflict will be brief, letting capital return to future tech growth—especially in the US and Europe. Attention is also turning to a potential Trump-Xi meeting that could reshape US-China tech rivalry and investment expectations.
Apple’s stock rally gathered steam after the company posted earnings that beat expectations, driven by stronger iPhone demand and continued services growth. Investors also leaned into fresh AI optimism, pointing to resilience across global markets and steady shareholder returns. Still, the move faces headwinds from valuation concerns and uncertainty around long-term growth.
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