Wednesday, August 12, 2026 — Iran talks stall, Nvidia’s $500B financing plan, and Ukraine pushes a peace proposal.

Iran says no progress on reviving the June interim deal with the US. New security chief demands the US end the war before Hormuz reopens. Oil markets, watch this. Trump posting frantic boasts while peace talks stall. Not a great signal for anyone pricing in a quick de-escalation. Zelenskyy says Ukraine sent proposals to the US to end the war with Russia. First concrete move in a while. Keep an eye on European defense names. Nvidia and Wall Street partner on a $500B AI financing plan. That’s 20x what the telecom bubble ran on. Not sure people appreciate the scale here. CoreWeave CEO says they’re booking 2020-era Nvidia GPUs through 2029 at full freight. Demand is not the issue. Supply and financing are. Six of Wall Street’s biggest financial institutions say yes to Nvidia. The circular financing question finally gets an answer. This is interesting. Prediction: Nvidia stock soars after Aug 26. That’s the earnings date. Positioning ahead of it will tell you more than the prediction

Iran says no progress on reviving the June interim deal with the US. New security chief demands the US end the war before Hormuz reopens. Oil markets, watch this.