Global stocks held near record highs Monday as AI-fueled corporate results outweighed escalating U.S.-Iran tensions driving oil prices higher.

The U.S. struck Iranian military sites over the weekend; Iran's Revolutionary Guards retaliated against a U.S. base. Iran also halted indirect talks with the U.S. after Israel deepened its incursion into Lebanon against Hezbollah.

On Wall Street, the S&P 500 hovered near record levels as energy and tech stocks gained. The Dow fell 0.43%, the S&P 500 slipped 0.05%, and the Nasdaq rose 0.11%.

Nvidia unveiled a new chip bringing AI capabilities to laptops and desktops, intensifying competition among semiconductor firms.

Brent crude surged nearly 7% to $97.43 a barrel.