#Trump amână atacul militar asupra Iranului, prețul petrolului scade sub 90 de dolari

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About Trump amână atacul militar asupra Iranului, prețul petrolului scade sub 90 de dolari

Până la fereastra acestui clasament din 2026-11-10 19:00, Trump a declarat că o nouă rundă de lovituri împotriva Iranului „pare să nu fie necesară”, iar petrolul WTI al SUA a scăzut la 84,08 dolari, închizând pentru prima dată sub 85 de dolari din august. Qatar și Arabia Saudită sunt acuzate că doresc o rezolvare pașnică a problemei Iranului, iar piețele bursiere din Golf, împreună cu KOSPI din Coreea de Sud și indicele Nikkei, au crescut simultan. Piața reevaluează impactul reducerii primei de risc geopolitic asupra fluxurilor macrofinanciare, dar înalți oficiali de securitate iranieni au declarat că negocierile sunt o „fantezie”, incertitudinea persistând.

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AI Morning Event Summary: oil relief lifts indexes while Nvidia splits from semis $SPY $742, +0.9%; $QQQ $662, +0.9%; $SOXX $138, +1.1% pre-market. Brent fell 3.6% to $95 and WTI fell 3.1% to $88 as Iran reviewed U.S. proposals carried by Qatar. Friday's 10-year Treasury yield closed at 4.87%. No top-tier U.S. data prints today; October CPI is due Tuesday at 7:30am CT. $SOXX leads $QQQ by only 0.2 point while $NVDA falls 5.5%, leaving the index rebound broader than AI leadership. Active names $NVDA $176, -5.5%: The board opened an independent review and currently has no reason to believe national security or company secrets were compromised. The stock trails $SOXX by 6.5 points. Data Center estimates stay unchanged without a license, customer-eligibility, shipment or management change. $AMD $466, +3.8%: 5th Gen EPYC powers the host infrastructure for Google Cloud TPU 8tx, managing orchestration, data preparation and accelerator communication. $AMD leads $SOXX by 2.7 points, but Google disclosed no CPU count, ASP, contract value or deployment schedule. $GOOGL $292, +2.4%: Google expects TPU system sales to scale in Q4 and ramp meaningfully in 2027. Q3 Cloud revenue was $30.7B, +103%, with a 36.2% operating margin and $561B backlog. TPU 8tx supports the existing ramp; the host configuration does not change revenue or FCF estimates without unit and pricing disclosure. $CRWV $45, -2.9%: Wayve signed a multi-year agreement to train, evaluate and simulate autonomous-driving models on CoreWeave's Nvidia Blackwell infrastructure. Contract value, GPU count and MW were not disclosed. Tuesday's earnings remain the revenue, financing and FCF test. $SPCX $137, +2.2%: Stifel maintained Buy and a $190 PT, citing the $40B GPU financing as optionality to acquire stalled powered sites. No acquisition was announced, so the note changes sentiment rather than revenue, interest expense or share-count estimates. Wall St one-liners $AMD: Oppenheimer Perform -> Outperform, $600 PT; the firm sees 2027 Data Center revenue +135% to 85% of sales. Customer deployments, GPU revenue and GM now need to support the estimate step-up. $NVDA: Aletheia Buy -> Hold and removed its $340 PT, citing $165B of AI Computing Partner commitments and operating risk. The downgrade adds financing scrutiny to the board review before Nov. 17 earnings. $SPCX: Stifel reiterated Buy and a $190 PT; the $40B GPU financing supports powered-site optionality, but a signed transaction and financing terms are required before model changes. 3 key tech headlines - $AMD / $GOOGL: TPU 8tx adds a named EPYC host role to Google's custom-accelerator stack -> $AMD server share and Google TPU revenue benefit only when systems, units and ASP are disclosed. - $GOOGL: Wing will invest up to $125M over two years in a 15,000-square-foot Fort Worth plant with annual capacity for tens of thousands of drones -> Other Bets gains manufacturing scale, but Alphabet disclosed no delivery revenue or loss bridge. - $CRWV / $NVDA: Wayve signed a multi-year Blackwell cloud agreement -> physical-AI demand broadens, while missing contract value, GPU count and capacity leave current estimates unchanged. What to watch - Bowman at 7:40am CT; wholesale inventories and Goolsbee at 9:00am; NY Fed one-year inflation expectations at 10:00am; the 3-year Treasury auction at noon. - Trump's meeting with Qatar's prime minister and any change in the Iran proposal, Brent, WTI or the dollar. - $SOXX versus $QQQ through the first 30 minutes; $AMD relative strength and whether $NVDA's 6.5-point sector deficit narrows. - $CRWV earnings Tuesday after the close; revenue, RPO/backlog, capex, financing cost and FCF. - October CPI Tuesday at 7:30am CT; $NVDA's congressional response deadline Wednesday; $CSCO, $AMAT and $CBRS earnings Thursday.