Today’s AI U.S. stock information gap: 1. The U.S. military struck Iran again—fearing they might lay mines in the Strait of Hormuz, $WTI surged 2%; expect a sharp drop tonight. 2. Will the Fed raise rates in September? Probability of a 25-basis-point hike: 53%; hold rates steady: 47%. Probability of a cut: 0%. 3. Meme season is back! $BULL peaked at $144M, $DOGE at $400M, $FONE at $40M; several major traders made single trades worth $3 million. 4. $SPCX’s AI data center is severely short on power! Musk is preparing to build a turbine blade factory to generate electricity; GE’s blade orders are booked through 2030—future power will have to come from solar. 5. Apple’s small desktops are in demand! $OpenAI purchased tens of thousands of Mac Studio units to train its AI agents to operate computers.
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