WS #13969
The dominant Hormuz narrative remains unchanged, with no new data points or counter-signals. The AI infrastructure rally and trade talk signals are stable. This window carries 7 key development(s), 3 at significance:high: Strait of Hormuz remains closed; US and Iran trade claims, no de-escalation; AI infrastructure rally continues; CoreWeave, Super Micro surge on earnings; Nvidia partners with BlackRock, Apollo, Goldman to raise $500B for AI infrastructure. A further 4 development(s) sit below significance:high.
Topics
Key developments
- Strait of Hormuz remains closed; US and Iran trade claims, no de-escalation
- AI infrastructure rally continues; CoreWeave, Super Micro surge on earnings
- Nvidia partners with BlackRock, Apollo, Goldman to raise $500B for AI infrastructure
- China orders Meta to unwind Manus acquisition
- July CPI in line; Fed hike odds fall to ~40%
- Oman oil spill from sanctioned tanker reaches coastline
- Japan July PPI rises 7.2%, reinforcing BOJ rate hike expectations