Markets stay calm despite Iran tensions; Q1 earnings and tech growth boost optimism

Despite rising geopolitical tensions with Iran targeting U.S. ships, markets remain steady due to strong Q1 earnings growth of 27.1%, improved profit margins, and higher EPS forecasts for 2026. The tech sector is a key driver of this optimism, supporting expectations for ongoing margin expansion despite external pressures like tariffs and high oil prices. The author remains invested but cautious, noting that a direct U.S. strike on Iranian energy infrastructure could trigger market panic, though this is seen as unlikely.