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🚨 Missiles are flying. Oil is surging. And the AI market may be about to face its biggest test yet. Geopolitical tensions in the Middle East are heating up again. • Iran reportedly launched ballistic missiles at a U.S. military base in Jordan. • Houthi forces attacked a Saudi oil tanker in the Red Sea. • The U.S. responded with strikes on Iran-backed militias in Iraq. The market reacted immediately: crude oil moved higher. Higher oil prices can reignite inflation fears, making Federal Reserve rate cuts less likely—a headwind for growth stocks, especially AI. But here's where most investors are looking in the wrong direction. The next move in AI won't be decided by oil. It will be decided by Big Tech's spending plans. SK Hynix just posted record-breaking results: 📈 Revenue hit an all-time high. 📈 Operating profit reached a record. 📈 Net profit surged more than 13x year over year. Management's message was just as important: ✅ AI demand remains strong. ✅ Long-term orders continue to grow. ✅ Capital spending is still increasing. So why did the stock fall? Because the market trades expectations, not headlines. After a massive multi-year rally, record earnings alone aren't always enough. Investors are taking profits while valuations catch up. Now the spotlight shifts to Microsoft, Meta, and Qualcomm. The numbers matter—but one thing matters even more: Will they keep investing hundreds of billions into AI infrastructure? If capital expenditures keep rising, it signals the AI boom still has fuel. If they start pulling back, investors may need to rethink the next leg of the AI rally. In this market, earnings grab the headlines—but capital spending tells the real story. #DailyOrbit