Aug. 11 at 11:36 AM
Morning Report | Hormuz reopening talks stall, crude risk premia keep inflation bid
$USO.X Hormuz talks stall, crude risk premium
$BW guidance reset, stock rips
$ASTS miss again, dilution overhang
$NVDA courts
$500B+ AI infrastructure capital
$PFE vaccine order, HHS 90-day review
https://open.substack.com/pub/pickalpha/p/morning-report-hormuz-reopening-talks?r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true