US-Iran Geopolitical Conflict & Macroeconomic Fallout

Covers the US-Iran military conflict, energy price shocks, supply chain disruptions, inflation, recession risks, and ceasefire dynamics.

How a 10-million-barrel oil deficit and advertising compression create indirect but material headwinds for the tech giant

By KAPUALabs

/ 6 May 2026

How energy-price inflation, advertising headwinds, and capital rotation converge to pressure technology valuations.

By KAPUALabs

/ 4 May 2026