Strong Earnings with AI Boom Offset Oil Fears

Published on April 28, 2026

Markets continue to ebb and flow with every headline out of Iran and the Strait of Hormuz, but the most important message from the markets is resilience. Earnings season is off to a very strong start, with roughly a 75% beat rate, and the AI investment cycle continues to provide a powerful tailwind for equities.

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US Stocks Will Keep Ignoring the Iran War

April 28, 2026
Many people seem surprised by the US stock market’s resilience during the Iran war. I’m not one of them, and I don’t see the war becoming a significant threat to the market, even if it drags on.

Apple Grandmaster Tim Cook Is Playing 3D Chess With AI

April 28, 2026
Cook has spent 15 years focused on the King — the thousands of decisions about industrial design, manufacturing, and supply chains that make the iPhone an iPhone. Racing in AI would have meant counting pieces while leaving the King unguarded. Ballmer counted pieces, and it cost Microsoft $5.5 billion.