Why the stock market has stayed resilient despite the Iran war and software stock rout
Summary
The article explains why the stock market has stayed resilient despite geopolitical tensions in Iran and a sharp sell-off in software stocks. Low bond yields have encouraged investors to keep money in equities, while AI-driven demand has fueled a dramatic rally in hardware, semiconductors, and infrastructure names. Many SaaS and enterprise-software stocks have plunged on investor fears that AI and in‑house tools will reduce demand, even where fundamentals remain strong. Watch upcoming earnings and interest-rate signals for clues on whether the hardware strength and software weakness will persist.
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Cybersecurity Software
Endpoint Security
Cloud Security
Linked Companies
CrowdStrike
$1B+
NVIDIA Corporation
$1B+
ServiceNow, Inc.
$1B+
Ciena Corporation
$1M to $5M
Salesforce
$1B+
Palantir
$1M to $5M
Amazon
$1B+
AMD
$25M to $50M
Atlassian
$5M to $10M
Intel Corporation
$1B+
Microsoft
$1B+
OpenAI
$25M to $50M
KLA Corporation
$5M to $10M
Anthropic
$10M to $25M