Markets "can't kick the geopolitical risk" heightened by renewed tensions between the U.S. and Iran, says Kevin Hincks. However, earnings from Netflix (NFLX), ASML (ASML), and big banks have potential to breathe new life into Wall Street. However, pressure in AI memory stocks like Micron (MU), SanDisk (SNDK), and SK Hynix (SKHY) offer a short-term headwind.