AI Chipmakers Race for Position Ahead of Nvidia Earnings Week
Semi-analysts call Rubin-versus-TPU the most consequential capital-allocation call in AI infrastructure while MSM files it as an earnings preview.
Theo Kaplan
Bureau: San Francisco
Hormuz Crossings Jump 27 Percent Even as Permit Freeze Persists
CENTCOM calls the strait open and Iran's permit office says otherwise; CNN's UKMTO tally shows traffic recovering while the biggest owners stay formally out.
Goldman and Nomura Doubt Treasury's Bigger Buybacks Hold Yields
Wall Street's rate desks doubt the doubled buyback caps yields while bond X calls Treasury's maneuver fiscal dominance arriving in daylight.
Nvidia Reports Wednesday With $91 Billion Quarter on the Line
The Street prices a $91 billion quarter as the AI-capex referendum while semi-analysts on X argue the Rubin transition is the real ballot item.
Who Counts a Hull in the Strait of Hormuz
Shipping X fights over whether +27% means recovery or evasion; both readings hinge on counters that masters skip and tankers switch off.
War-Risk Premiums Hold Their Ground as Hulls Return
Energy X reads the transit rebound as normalization; marine underwriters still price a conflict zone, and the premium tape refuses to confirm either side.