WS #14286
The US-Iran conflict narrative remains unchanged. The Nvidia-OpenAI data center financing story also shows no new data points. This window carries 10 key development(s), 4 at significance:high: US-Iran ceasefire expires; Iran shifts to 'fully offensive' posture, Trump threatens to bomb Oman; 30-year Treasury yield hits 5.31%, highest since 2007, on inflation fears and heavy supply; Nvidia commits $105B to finance OpenAI data center in Ohio, largest single AI data center; Anthropic annualized revenue surpasses $65B, up 7x from end of 2025, ahead of IPO. A further 6 development(s) sit below significance:high.
Topics
Key developments
- US-Iran ceasefire expires; Iran shifts to 'fully offensive' posture, Trump threatens to bomb Oman
- 30-year Treasury yield hits 5.31%, highest since 2007, on inflation fears and heavy supply
- Nvidia commits $105B to finance OpenAI data center in Ohio, largest single AI data center
- Anthropic annualized revenue surpasses $65B, up 7x from end of 2025, ahead of IPO
- Raytheon awarded $22.9B contract to ramp Tomahawk missile production to 1,000+/year
- US shale majors cut spending despite higher oil prices, prioritizing shareholder returns
- Canada inflation hits 3% in July, driven by gasoline prices up 25.7% YoY
- Fabrinet Q4 revenue up 45% YoY to record $1.32B, beats estimates, AI optical demand surges