---
title: "Tech Earnings Boost Nasdaq (+1.07%), IWM Gains 1.09% Amid Geopolitical Tensions"
canonical_url: https://www.stockexpertai.com/journal/2026-02-25/tech-earnings-boost-nasdaq-107-iwm-gains-109-amid-geopolitical-tensions
last_updated: 2026-02-25T06:03:59.854Z
section: "Global Briefing"
author: "Reese Nakamura"
publisher: Stock Expert AI
tickers: FDX
content_type: journal-article
---

# Tech Earnings Boost Nasdaq (+1.07%), IWM Gains 1.09% Amid Geopolitical Tensions

## The Take
- Stay diversified and monitor geopolitical risks, as escalating tensions and policy shifts create volatility and opportunities in global markets.

_Stocks climb despite rising US-Iran tensions and Supreme Court tariff ruling, with small caps outperforming._

The global macro picture is shifting. U.S. equities saw gains across the board, led by the tech-heavy Nasdaq, which advanced 1.07%. The IWM also showed strong performance, rising 1.09%. The SPY increased 0.73%, while the DIA saw a gain of 0.77%. These moves come amid a backdrop of escalating geopolitical tensions and domestic policy adjustments.

President Trump's State of the Union address highlighted ongoing concerns regarding Iran's nuclear ambitions and missile development, echoing existing unease as Iran nears a deal to acquire advanced anti-ship missiles from China. Former CIA Director David Petraeus suggested that a major U.S. strike on Iran would be unlikely to force regime change. These developments contribute to a risk-off sentiment that often supports safe-haven assets, as reflected in gold advancing 0.90% to $5222.80 per ounce.

Domestically, the Supreme Court's decision to strike down tariffs imposed under the International Emergency Economic Powers Act (IEEPA) introduces uncertainty for companies seeking tariff refunds. FDX rose 0.74% despite this tariff uncertainty. The ruling adds another layer to the complex interplay of economic policy and market performance. The blend of geopolitical risk and shifting domestic policy underscores the interconnected nature of global markets.

Macro regimes don't change overnight—but when they do, it matters. Investors should closely monitor geopolitical developments and policy shifts as they navigate the evolving market landscape.

## Related Tickers
- [FDX](https://www.stockexpertai.com/stock/fdx)

## Frequently Asked Questions

### How did tech earnings affect the Nasdaq?
Tech earnings boosted the Nasdaq, contributing to a 1.07% gain. Strong performance in the tech sector, coupled with overall market optimism, drove the index higher. Investors reacted positively to company reports, fueling the upward trend.

### What is the impact of geopolitical tensions on the stock market?
Geopolitical tensions, particularly regarding US-Iran relations, created a risk-off sentiment. While this often supports safe-haven assets like gold, the overall market still saw gains. Investors are closely monitoring these developments as they can significantly impact market volatility and sector performance.

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_AI-generated under human editorial supervision. Educational research, not financial advice._