WS #13898

The dominant US-Iran conflict narrative remains in an escalation phase with no new data points, and the previously reported corporate and macro themes (AI infrastructure, Fed rate hike odds, CPI anticipation) are unchanged. No counter-signals or de-escalation signals have emerged in this window. This window carries 5 key development(s), 4 at significance:high: Iran says Hormuz will stay closed until US meets conditions; Pakistan says sides close to arrangement; July CPI due Wednesday; market prices ~50% chance of September Fed hike; CTA bond shorts at record; Super Micro guides FY27 revenue to $65-72B, Q4 revenue +93% YoY; CoreWeave Q2 beats; Nvidia's $500B AI financing platform with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, KKR. A further 1 development(s) sit below significance:high.