Investors Weigh U.S.-Iran Risks Against AI Spending & Earnings Surge

Despite rising tensions in the Middle East, investors remain focused on the AI boom and unprecedented levels of technology spending, according to Erin Gibbs. She discusses the growing pressure on companies heading into earnings season and highlights Zions Bancorporation (ZION) as a potential defensive opportunity in the regional banking space before expected Fed policy shifts later this year.

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