WS #13955
The dominant themes (Middle East tensions, AI earnings, CPI) remain stable with no new data points or counter-signals. This window carries 9 key development(s), 4 at significance:high: Ukraine halts drone strikes on oil tankers at Novorossiysk after US VP request; Strait of Hormuz transit remains severely constrained; EIA raises Brent outlook to $87/bbl; CoreWeave surges 19.3% on strong Q2 results and $104B backlog; July CPI meets expectations, easing Fed hike fears. A further 5 development(s) sit below significance:high.
Topics
Key developments
- Ukraine halts drone strikes on oil tankers at Novorossiysk after US VP request
- Strait of Hormuz transit remains severely constrained; EIA raises Brent outlook to $87/bbl
- US crude inventories surge 17.4M barrels, largest build since Jan 2023
- CoreWeave surges 19.3% on strong Q2 results and $104B backlog
- Cisco beats and raises but stock falls on profit-taking
- Cerebras misses revenue but raises guidance; stock plunges 14%
- Coherent beats and raises but shares slip
- July CPI meets expectations, easing Fed hike fears