Global financial media are focusing on several major stories overnight, including President Trump's stance on Iran, a massive investment by Nvidia, and SpaceX's shareholder disclosure. These developments are shaping market sentiment and corporate strategies across technology, energy, and finance sectors.
Trump Says US Won't Extend Iran Understanding
On August 17, President Trump stated that the US does not seek to extend the memorandum of understanding with Iran. The formal text of the agreement was published on June 17, with its third article committing both nations to negotiate a final deal within 60 days. That window expired on August 17, but talks remain deadlocked over issues like the Strait of Hormuz, with no substantial progress achieved.
Nvidia to Invest Up to $105B in OpenAI's Ohio Data Center
According to financial filings, Nvidia has agreed to invest up to $105 billion in a major new data center campus in Ohio, which OpenAI will later lease. This move signals deeper collaboration between the two dominant forces driving the AI boom. OpenAI announced Monday it has secured up to 8 gigawatts of computing capacity from the Pike County site, with the first 800 megawatts expected to come online before 2028. One gigawatt can power up to 750,000 US homes at any given time.
Anthropic's Annualized Revenue Could Top $65B, Up Six-Fold
Sources indicate that Anthropic PBC's annualized revenue, based on current business performance, could surpass $65 billion, a more than six-fold increase from late last year. By the end of July, the company's run-rate revenue had reached $65 billion, with one insider noting the figure was shared during a routine investor briefing. This revenue surge strengthens Anthropic's position as it pursues a public listing.
SpaceX's Major Investors Revealed as Share Lockup Approaches
SpaceX (SPCX) shares jumped over 5% Monday as its shareholder list was finally unveiled. More than 1,500 investors disclosed their holdings, but just 23 institutions account for over 80% of the total shares reported. These 23 institutions, each holding 10 million shares or more, collectively represent 83% of the disclosed stake. At the other end, nearly 1,340 investors each hold fewer than 100,000 shares, but together they account for less than 1% of the total reported shares.
HSBC: Fed Shrinking Holdings to Make Treasuries More Dependent on Price-Sensitive Buyers
HSBC strategists Dhiraj Narula and economist Ryan Wang noted in a report that if the Federal Reserve reduces its Treasury holdings, the market may become more reliant on price-sensitive buyers. Merely rolling over existing Treasury holdings would not directly impact valuations, as auction sizes for private investors would remain unchanged. However, passive quantitative tightening, as seen from 2022 to late 2025, and reserve management purchases involve a "slightly more complex transmission mechanism."
Citadel Securities: Surging Yields Reflect Fed Policy Risk, Next Meeting Uncertain
Citadel Securities stated that with inflation persistently above target, the Fed's reluctance to tighten policy further keeps long-term bond yields at multi-year highs, posing risks to broader markets. Nohshad Shah, head of fixed income sales for EMEA at Citadel Securities, wrote in a client note that despite policy rates being 175 basis points below their peak, long-term Treasury yields remain near their highest levels in nearly two decades.
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