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Aug 12 — Ukraine talks, Iran threat and AI earnings momentum
• Ukraine handed US negotiators a formal set of war-ending proposals — a concrete step toward negotiations that would reprice European risk, energy markets, and Russian sanctions. • Trump framed US options on Iran as economic collapse or military strikes — escalatory language that puts Strait of Hormuz oil flows directly in focus. • Super Micro and CoreWeave both beat revenue expectations on AI demand — back-to-back guidance beats reinforce the capex cycle driving semiconductors and data-center equities.
The skinny
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