Joel Elconin - Markets Defy Geopolitical Tensions as Earnings Season Kicks Off

Markets show resilience with V-shaped recovery, hitting all-time highs despite geopolitical tensions in the Middle East.

Earnings season focuses on mega-cap tech's ability to justify massive AI capex spending through tangible profitability results.

Lockout rally dynamics force sidelined investors to buy shallow dips as defensive sectors rotate back into growth.