July 10, 2026, 9:32 AM EDT. David Bahnsen of The Bahnsen Group says US stocks are staying firm through the latest Iran worries. Investors are sticking with the market, watching corporate profits and the AI buildout. Both Bahnsen and Larry Kudlow point to falling oil prices as easing market nerves. Broader gains outside big tech show strong underlying economic health and suggest investors are still confident even with those risks.