WS #13939
The dominant narratives (Middle East tensions, AI infrastructure strength, tame CPI) remain unchanged with no new data points or counter-signals. Markets likely to continue on prior trajectory. This window carries 7 key development(s), 4 at significance:high: Trump claims total US control of Strait of Hormuz; Iran denies ceasefire extension; CoreWeave raises revenue guidance, plans up to $39B AI investment; Super Micro targets $72B FY27 revenue; Lumentum blowout earnings lift optical networking peers; Coherent, Corning gain; US July CPI at 3.4% YoY, in line; Fed September hike odds drop to 42%. A further 3 development(s) sit below significance:high.
Topics
Key developments
- Trump claims total US control of Strait of Hormuz; Iran denies ceasefire extension
- CoreWeave raises revenue guidance, plans up to $39B AI investment; Super Micro targets $72B FY27 revenue
- Lumentum blowout earnings lift optical networking peers; Coherent, Corning gain
- US July CPI at 3.4% YoY, in line; Fed September hike odds drop to 42%
- Nvidia RTX Pro 6000 price hiked to $16,000, signaling memory/GPU supply tightness
- Oil spill off Oman reaches mainland, threatens marine reserve
- Lakers sold to Kushner and Iger for record $12.5B