President Trump's decision to extend the ceasefire in Iran indefinitely came from confusion on "who's in charge" of the company, says Kevin Hincks. He highlights the geopolitical turmoil in Iran and the Strait of Hormuz and the big picture they play into continuing energy disruption. On the earnings front, he believes Tesla (TSLA) will catch the most attention, but don't discredit IBM Corp. (IBM) and ServiceNow (NOW) either.