WS #14272
The Middle East escalation and memory chip supply chain narratives remain unchanged with no new data points or counter-signals. This window carries 7 key development(s), 6 at significance:high: US-Iran MOU expires without extension; Trump threatens Oman and claims Hormuz control; Hormuz traffic collapses 19.5% week-over-week to just three transits on Aug 16; Oil prices surge: Brent above $91, WTI near $84; 30-year Treasury yield hits 5.31%, highest since 2007; US blocks Apple from using Chinese memory chips; memory stocks surge; Nvidia backs Ohio data center with up to $105B; invests $1.5B in SB Energy. A further 1 development(s) sit below significance:high.
Topics
Key developments
- US-Iran MOU expires without extension; Trump threatens Oman and claims Hormuz control
- Hormuz traffic collapses 19.5% week-over-week to just three transits on Aug 16
- Oil prices surge: Brent above $91, WTI near $84
- 30-year Treasury yield hits 5.31%, highest since 2007
- US blocks Apple from using Chinese memory chips; memory stocks surge
- Nvidia backs Ohio data center with up to $105B; invests $1.5B in SB Energy
- Meta's $1.4T trial begins; META down 4%