Iran vows retaliation against expanded US sanctions as its currency sinks to a record low, with the Strait of Hormuz — a route for a fifth of global oil trade — still at the center of the standoff.
Surging data center power demand from AI is pushing Big Tech to build its own plants and drawing private equity firms into utility asset deals across the US.
Abra’s Bill Barhydt forecasts Bitcoin retesting $85,000 before a pullback, framing BTC near $76,580 as the future collateral layer for AI-driven markets.
AMD plans to invest more than $10 billion in Taiwan to expand advanced chip packaging capacity alongside TSMC, as CEO Lisa Su targets AI hardware bottlenecks.
Crypto strategists Arthur Hayes, Ted Pillows and Michaël Van de Poppe lay out bullish targets for Ethereum and Bitcoin, with ETH near $2,400 and BTC around $77,285.
Treasury Secretary Scott Bessent readies the toughest sanctions yet on Iran as Tehran threatens seismic retaliation, tanker restrictions rattle the Strait of Hormuz, and Indian bond yields wobble.
The S&P 500 rose 0.4% and the Dow gained 517 points Friday, snapping a rough stretch even as jumpy bond markets kept pressuring stocks.
Nvidia’s AI server prices are set to rise more than 15% in early 2026 as DRAM shortages from Samsung, SK Hynix and Micron squeeze the entire AI supply chain.
Liquidity strategist Michael Howell forecasts 30-year Treasury yields climbing toward 6% and a quiet 2026 for bitcoin ahead of a 2027 liquidity turnaround.
Broadcom is in talks to raise up to $80 billion in debt for Anthropic’s AI chip needs while Nvidia reportedly warns customers of 15%+ price hikes ahead of its August 26 earnings report.
