AI Euphoria Trumps War Risk as Global Stocks Reprice Faster Than Fundamentals - Tekedia

Global equities quickly recovered from early losses tied to the Iran conflict, with the MSCI World Index moving back above pre-crisis levels.

Investors shed the war-risk premium as ceasefire fears eased and defensive trades were unwound.

AI-driven capital spending optimism continued to support valuations, outweighing near-term geopolitical anxiety.

Bond markets and policy signals remained more cautious, leaving energy and inflation risks still in view.