Core Viewpoint - The article discusses the impact of the ongoing Iran conflict on stock markets, highlighting several companies that are showing resilience or are near buy points despite the overall market sell-off due to rising oil prices. Group 1: Company Highlights - **HCA Healthcare**: The stock is in a buy zone following a breakout above the 520 buy point, with a 14% increase this year driven by AI initiatives with Palantir. It has an 83 Composite Rating and a 96 EPS Rating, indicating strong earnings growth [1][2]. - **Equinix**: The REIT has seen a 30% rally from December lows, driven by demand for AI infrastructure. Despite missing Q4 expectations, analysts raised price targets after a 10% dividend increase and positive revenue guidance of $10.12 to $10.22 billion for the year. The stock has a 94 Composite Rating and a 98 EPS Rating [1][2]. - **TJX**: The parent company of TJ Maxx reported a 16% increase in earnings and a 9% revenue surge to $17.7 billion. Despite a conservative earnings forecast, Barclays and BofA raised their price targets, indicating potential for continued growth. The stock is near a buy point of 159.48 [1][2]. - **General Dynamics**: The stock is trending toward a buy point of 369.70, supported by strong fourth-quarter earnings and increased demand for military gear due to the Iran conflict. It has a 90 Composite Rating and an 81 RS Rating [1][2]. - **AT&T**: The telecom giant reported a 3.7% decline in earnings but a 3.7% revenue growth, with free cash flow reaching $4.2 billion. The company expects free cash flow to grow to $21 billion by 2028, supporting its 3.9% dividend yield. The stock is nearing a buy point of 29.30 [1][2]. Group 2: Market Context - The S&P 500 fell 2% last week, with the Dow Jones down 3% and the Nasdaq losing 1.2%. The market's sell-off is attributed to rising oil prices amid the Iran conflict [1][2]. - The International Air Transport Association projects a 4.9% growth in passenger traffic and a 2.6% rise in air cargo traffic for 2026, although the Iran war is disrupting air travel and increasing jet-fuel costs [2].