Stocks at all-time highs can still go higher. Here's one case for buying into the rally.

The article says investors may refocus on earnings and the AI boom if hostilities in the Persian Gulf ease. It frames geopolitics as a near-term distraction rather than a fundamental market driver, with no specific data points or company-level developments. Market impact is limited unless Gulf tensions re-escalate or earnings/AI trends materially change.

Analysis

The article says investors may refocus on earnings and the AI boom if hostilities in the Persian Gulf ease. It frames geopolitics as a near-term distraction rather than a fundamental market driver, with no specific data points or company-level developments. Market impact is limited unless Gulf tensions re-escalate or earnings/AI trends materially change.