WS #14113
The dominant Middle East escalation narrative remains unchanged, with no new counter-signals or de-escalation. Corporate news flow is quiet, with no fresh data points on Nvidia, Berkshire, or other previously covered names. This window carries 7 key development(s), 2 at significance:high: Trump says will declare Strait of Hormuz US territory; Iran rejects, tanker attacks continue; Nvidia downsizes OpenAI data center guarantee to under $120B (WSJ). A further 5 development(s) sit below significance:high.
Topics
Key developments
- Trump says will declare Strait of Hormuz US territory; Iran rejects, tanker attacks continue
- Nvidia downsizes OpenAI data center guarantee to under $120B (WSJ)
- US retail sales fall 0.6% in July; consumer sentiment drops to 51.0
- Berkshire Hathaway 13F: Alphabet stake up 83% to $37.8B; Delta up 44%
- Reddit to join S&P 500; stock surges 12.6%
- Trump announces 100% tariff on larger drones, 25% on smaller
- Google Cloud revenue up 82% to ~$25B; Alphabet raises capex to $205B