The market doesn't care about the smoke of the Middle East, and capital greed and fear are all focused on AI infrastructure bets. The migration from software to hardware is reshaping the power structure of the entire U.S. stock market
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ai markets dont look like they care because so much millitary tech relies on that sector today so the same war hitting friegting boosted ai and information tech industries.
but will the market care if energy infastructure reaches a crisis because of shipping and logistics delays? harder to ship goods cost of goods go up profit margebs strain under prolonged stress... theres still a chance if this draws out too long we are seeing a 2008 if we are not carefull. atleast thats the theory im positioning for