Markets react positively to expectations that an Iran-related conflict risk is easing after a peace development, with investors viewing the prospect of avoiding a Middle East war as a near-term tailwind. However, both outlets stress that equity markets still face multiple major challenges beyond the geopolitical improvement. The reports point to uncertainty around the Federal Reserve, including the possibility that a new Fed chair could adopt a more hawkish stance, which could affect interest-rate expectations and equity valuations. They also highlight ongoing market concerns tied to Washington’s policy actions that could disrupt parts of the AI trade, with implications for technology-sector demand and supply chains. In addition, the articles cite the upcoming volume of new stock issuance, described as the largest wave of stock supply in market history, which could increase supply pressure and influence pricing. Overall, while reduced immediate geopolitical risk is portrayed as helpful, the sources agree that investors continue to weigh monetary-policy uncertainty, potential policy-driven disruption in AI-related markets, and large-scale equity issuance as key factors shaping the near-term outlook for stocks.