As for “what will happen next”, the USA seems to want a cease fire and Iran is tired of getting bombed randomly, so Iran is going to close the Strait of Hormuz until it can get a better deal that means something. Israel and the USA don’t seem to want to make that kind of deal.

So Iran is going to start a recession by restricting oil supply for the rest of the world to get the rest of the world to intervene or to get that agreement from the USA and Israel.

This will likely last until November, when the midterm election is supposed to happen. Trump wasn’t popular already. A recession caused by military action is going to get a lot of people pissed. That recession will likely pop the AI bubble, both due to a loss of market liquidity and increased energy prices fueling AI.