WS #13947
The dominant US-Iran/Hormuz narrative remains stable, with no new data points or counter-signals. Other previously noted themes (CPI, AI infrastructure, SpaceX, etc.) show no fresh updates. This window carries 10 key development(s), 3 at significance:high: Trump reiterates US control over Strait of Hormuz, Iran reports no progress on peace deal; July CPI at 3.4% YoY, in line with expectations, cooling Fed hike odds; CoreWeave, Nebius, and Super Micro beat earnings, lifting AI infrastructure stocks. A further 7 development(s) sit below significance:high.
Topics
Key developments
- Trump reiterates US control over Strait of Hormuz, Iran reports no progress on peace deal
- July CPI at 3.4% YoY, in line with expectations, cooling Fed hike odds
- CoreWeave, Nebius, and Super Micro beat earnings, lifting AI infrastructure stocks
- Nvidia financing deals raise circularity concerns, but CEO comments ease fears
- SpaceX stock rebounds ~10% on Norway sovereign fund stake and AI revenue potential
- Wendy's shares jump on Peltz bid news
- Home Depot CEO takes medical leave
- Apple's iPhone 18 base model delayed to 2027