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🌍 Markets are balancing geopolitics and AI earnings. Renewed tensions in the Middle East have lifted crude oil prices, raising inflation concerns and reducing expectations for near-term Fed rate cuts. That creates additional pressure on growth sectors, including AI-related stocks. Meanwhile, SK Hynix reported record revenue and profits, with management reaffirming strong AI demand, expanding infrastructure investment, and growing long-term orders. So why did the stock fall? Because markets trade on future expectations, not just strong earnings. After a massive multi-year rally, many investors are taking profits and valuations are adjusting despite solid fundamentals. Now, attention shifts to the upcoming earnings from major tech companies. The key question isn't who reports the biggest profits—it's whether they continue committing billions to AI infrastructure. That will likely shape the next phase of the AI trade. #FedRateDecision #BigTechEarningsNight #SKHynixRecordMiss