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PPI Cleared the Tape | The S&P Closed at a Record | Cisco Failed the Margin Test | Hormuz Traffic Stayed Near a Three-Month Low

Aug 13, 2026

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5 min read

PPI Cleared the Tape | The S&P Closed at a Record | Cisco Failed the Margin Test | Hormuz Traffic Stayed Near a Three-Month Low

Wholesale prices were flat in July, lifting September Fed-hold odds to 63%. The S&P closed at a record 7,798.99 as AI names rallied. Cisco fell 8.4% despite a beat, while Brent dropped to $87.07 even as Iran and the U.S. fought over control of Hormuz.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
CPI Bought the Fed Time | Cisco Beat and Still Fell | Oil Breaks Its Six-Day Run | The SEC Moves on Crypto

Aug 13, 2026

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5 min read

CPI Bought the Fed Time | Cisco Beat and Still Fell | Oil Breaks Its Six-Day Run | The SEC Moves on Crypto

July CPI eased to 3.4%, lifting September hold odds to 62%. CoreWeave surged 19% and Super Micro gained 9%, but Cisco fell after a beat as margins came under pressure. Brent slipped near $88 after U.S. crude inventories posted their largest build since early 2023.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
CPI Clears the Bar | AI Takes the Bid | Hormuz Stays Shut | Bitcoin Gets No Breakout

Aug 12, 2026

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5 min read

CPI Clears the Bar | AI Takes the Bid | Hormuz Stays Shut | Bitcoin Gets No Breakout

Headline CPI eased to 3.4% and core fell to 2.5%, giving the Fed room to hold in September. AI stocks rallied, oil stayed above $83 as Iran reported no progress on peace talks, and Bitcoin slipped below $64,000.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Hormuz Hopes Collapsed | Oil Hit $89 | Alphabet Sank 3.8% | CPI Came in Cool

Aug 12, 2026

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5 min read

Hormuz Hopes Collapsed | Oil Hit $89 | Alphabet Sank 3.8% | CPI Came in Cool

Trump’s demand for 50 years of Iranian compensation pushed the Hormuz relief trade into reverse. Alphabet fell as its AI spending climbed. Bitcoin held near $64,000 as large wallets kept buying while Strategy sold again. July CPI rose just 0.1%, holding the annual rate at 3.4%

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Hormuz Gets Priced Again | Stocks Slip Before CPI | AI Funding Catches a Bid | The SEC Moves Before Congress

Aug 11, 2026

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5 min read

Hormuz Gets Priced Again | Stocks Slip Before CPI | AI Funding Catches a Bid | The SEC Moves Before Congress

WTI rose to $83.20 as Iran tied Hormuz to the wider war settlement. Stocks slipped before CPI. Nvidia brought Wall Street into a $500 billion AI financing push, while the SEC prepares crypto rules as the CLARITY Act waits for September.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Holds the Hormuz Premium | Intel Raises $15 Billion | Bitcoin’s Fork Fight Returns | CPI Gets the Final Word

Aug 11, 2026

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4 min read

Oil Holds the Hormuz Premium | Intel Raises $15 Billion | Bitcoin’s Fork Fight Returns | CPI Gets the Final Word

U.S. crude held near $82 after a three-session, 9% run as Hormuz talks stalled again. Intel fell 4% on a $15 billion stock sale. Bitcoin stayed near $64,000 after ETFs logged their best week since April. July CPI lands tomorrow.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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