1/ Oracle just built an escape hatch into its biggest AI data center project.
Barry Diller walked away from his MGM Resorts bid and the stock fell 11%.
And Iran put a seven-day clock on reopening the Strait of Hormuz.
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1/ October hike odds went from 49% to 75% in a single week.
$META unveiled $1,299 VR glasses in its priciest wearable AI bet yet.
And the US and China settled for a two-month truce extension, not a new deal.
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1/ Berkshire just bought nearly 10% of a homebuilder down 32% this year.
Xi landed in Washington with AI safety on the agenda alongside tariffs.
And the Nasdaq hit a fresh record as oil fell for a fifth straight session.
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1/ The Nasdaq hit a record and more stocks hit new lows than new highs. That combination has only happened twice before.
Paramount cleared the last hurdle to its $110 billion Warner Bros deal.
And OpenAI called for global guardrails on self-improving AI.
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1/ Oil fell 3%, yields slipped and Dow futures popped 450 points.
Trump signaled he'd likely meet Iran's president at the UN this week.
And Costco and Darden give a real consumer gut check Thursday.
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1/ Buffett is stepping down as Berkshire chairman with $365 billion in cash still sitting there.
Jensen Huang called the world's most valuable company a value stock.
And the SEC quietly cleared a path for stocks that live on a blockchain.
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1/ Trump picked Warsh to cut rates. Warsh hiked instead — and brought all 12 votes with him.
The EU floated Canada as its first associate member and Trump called it laughable.
And Exxon is heading back into Venezuela.
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1/ Chipmakers fall. Cybersecurity soars.
The 10-year Treasury yield hit highest level since 2007.
And the Senate holds its first crypto market-structure vote today.
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1/ OpenAI's IPO is off and Anthropic's CEO is asking the industry to slow down.
The Fed decides on rates Wednesday with hike odds at 86%.
And oil above $100 is still weighing on stocks.
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1/ Core CPI ran hot and rate-hike odds jumped from 71% to 90% in a single print.
Oracle's cloud revenue surged 62% and shares rose 4%.
And stocks are set to snap a four-day losing streak as oil finally eases.
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1/ TSMC's chip capacity is fully booked and August revenue jumped 53%.
Google committed $15.1 billion to Finland in its largest-ever European bet.
And Coinbase's CEO called a bitcoin bottom on a day bitcoin kept falling.
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1/ A price hike sent $INTC up 9%.
The US-Iran conflict just spread to a third country.
And Trump moved to lock Canadian goods out of $50 billion in federal contracts.
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1/ Three drug failures in a week just put a $12 billion acquisition in doubt.
Canada's retaliatory tariffs on $27.6 billion of US goods are now live.
And Brent crude passed $99 after strikes on Saudi energy facilities.
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1/ Broadcom beat everything except the one number that mattered.
Uber cut 3,300 jobs while revenue keeps growing.
And the Dutch central bank quietly moved a quarter of its US and Canadian gold reserves to London.
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1/ Chevron is puts $7 billion behind Venezuela's oil comeback.
Dell triples its own AI forecast and jumps 9%.
And chip tariffs go from rumor to confirmed policy.
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1/ Direct fire. Oil above $90. The Iran conflict just got real again.
Friday's jobs report follows July's surprise contraction.
And Broadcom tests whether Nvidia's AI optimism holds.
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1/ Four straight post-earnings drops. Then Nvidia broke the streak and bought Hugging Face the same day.
Meta settled its child-safety case for up to $18 billion.
And AI demand just showed up in software earnings for the first time.
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1/
Seven losing days. One earnings report. Tonight Nvidia answers.
Canada matched Trump's tariffs dollar for dollar as trade talks collapsed.
And core PCE held the line even as headline inflation ran hot.
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1/ The biggest institutional bet right now isn't in AI — it's in financials.
Bitcoin erased three months of losses in eight days on a Treasury liquidity signal.
And Iran sanctions warned China but oil fell for a second straight day.
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1/ The biggest Iran sanctions ever were announced today. Crude fell 1.6%.
PCE inflation and Nvidia earnings both land Wednesday.
And Chair Warsh speaks Friday at Jackson Hole.
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