Jul 27 — Oil falls, Fed hawks, and Nvidia's AI spending spree

The QuantAlpha Briefing · Jul 26, 2026 · 3m

• Iran signaled a pause in strikes matching the US bombing halt, pulling oil nearly 5% lower to ~$85 — a de-escalation that had analysts warning of Ukraine-invasion-level price spikes. • Dallas Fed's Lorie Logan backed raising rates ahead of Wednesday's decision — a hawkish tilt that could move bonds, currencies, and equities if the committee signals tighter policy than priced in. • Nvidia committed $1B to South Korea's Naver for an AI data center, part of a ~$189B stake in US AI deals this year — corporate investors now represent nearly 90% of all US AI venture deal value, a record raising…