The Weekly Beacon – July 31, 2026
Energy, Oil, Vessel traffic, Iran, Strait of Hormuz, Yields, AI, Capex, Nvidia, Apple, General Dynamics, Micron, China, Memory chip producers
Energy, Oil, Vessel traffic, Iran, Strait of Hormuz, Yields, AI, Capex, Nvidia, Apple, General Dynamics, Micron, China, Memory chip producers
FED, Interest rates, Bank of Canada, FED Chair, Trump, Reider BlackRock, India, EU, Trade deals, Emerging markets, General Dynamics, earnings, Defense stocks. Nvidia, CoreWeave, AI