It's the micro versus the macro headlines, says Kevin Hincks, pointing to the U.S.-Iran war acting as a constant overhang against a strong start to the earnings season. The 11th straight day of strikes comes as Alphabet (GOOGL) and Tesla (TSLA) report earnings after Wednesday's close. Kevin continues AI talks by discussing AMD Inc.'s (AMD) newest deal with Anthropic and Super Micro (SMCI) saying it will double its gross margins.