Attention is shifting from the macro to earnings, says Kevin Hincks, and its showing in Tuesday morning's price action as tech retakes command of Wall Street. However, as he explains, the mounting tensions between the U.S. and Iran can set the foundation for a failed rally later in the session. President Trump implementing 50% tariffs on Canada adds pressure to international tensions. Kevin also outlines key micro movers with Nvidia's (NVDA) boosted stake in Nebius (NBIS), along with earnings in General Motors (GM) and Northrop Grumman (NOC).