Morning Bid: Hormuz and hyperscalers
· Source: globalbankingandfinance.com
In short
U.S.-Iran peace talks remain stalled, leaving the Strait of Hormuz effectively closed and creating oil market uncertainty. Meanwhile, optimism around AI and hyperscaler investments is driving Asian chipmaker stocks to record highs, with companies like SK Hynix, Samsung, and TSMC reporting blockbuster earnings. Investors are also closely watching upcoming central bank meetings and hyperscalers' spending plans this week.
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In the issue of week 18, 2026: Agentic AI and Physical Automation Drive Supply Chain Breakthroughs
Tags: logistics, supply chain, AI, chipmakers, markets, earnings