WS #13931
The dominant themes (Hormuz tensions, oil supply deficit, AI infrastructure supercycle) remain stable with no fresh data points or counter-signals. This window carries 8 key development(s), 4 at significance:high: US-Iran ceasefire extension talks under Islamabad MoU; Polymarket odds on ceasefire by Aug 14/31 actively traded; Ukrainian drone strike damages all four AVT units at Russia's Orsk oil refinery; Russia reintroduces gasoline rationing; CoreWeave Q2 revenue +112% YoY, backlog +246% to $104B, raises guidance; Super Micro beats and guides higher; July CPI at 3.4% YoY, core 2.5%, in line; September rate hike odds drop to ~40-48%. A further 4 development(s) sit below significance:high.
Topics
Key developments
- US-Iran ceasefire extension talks under Islamabad MoU; Polymarket odds on ceasefire by Aug 14/31 actively traded
- Ukrainian drone strike damages all four AVT units at Russia's Orsk oil refinery; Russia reintroduces gasoline rationing
- CoreWeave Q2 revenue +112% YoY, backlog +246% to $104B, raises guidance; Super Micro beats and guides higher
- July CPI at 3.4% YoY, core 2.5%, in line; September rate hike odds drop to ~40-48%
- US crude inventories surge 17.4M barrels, largest build in 3.5 years, as exports slump
- Nvidia RTX 50 GPU prices rise up to 40% on Newegg due to AI memory shortage; Micron surges on UBS PT hike to $1,625
- Wendy's jumps 15% on report Trian Fund Management preparing take-private bid
- SpaceX stock climbs 6.9% after Starlink launch, holding above IPO price