#Trump hoãn cuộc tấn công quân sự vào Iran, giá dầu giảm xuống dưới 90 đô la
About Trump hoãn cuộc tấn công quân sự vào Iran, giá dầu giảm xuống dưới 90 đô la
Tính đến 19:00 ngày 10-11-2026 trong khung thời gian của bảng xếp hạng này, Trump cho biết đợt tấn công mới của Iran "có vẻ không cần thiết lắm", giá dầu thô WTI của Mỹ giảm xuống 84,08 USD, lần đầu tiên đóng cửa dưới 85 USD kể từ tháng 8. Qatar và Saudi Arabia bị cho là mong muốn giải quyết vấn đề Iran bằng hòa bình, thị trường chứng khoán vùng Vịnh cùng với chỉ số KOSPI của Hàn Quốc và chỉ số Nikkei đồng loạt tăng điểm. Thị trường đang đánh giá lại tác động của việc giảm phí rủi ro địa chính trị đối với dòng vốn vĩ mô, nhưng giới lãnh đạo an ninh cấp cao Iran cho rằng các cuộc đàm phán là "ảo tưởng", sự bất định vẫn còn tồn tại.
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Trump hoãn cuộc tấn công quân sự vào Iran, giá dầu giảm xuống dưới 90 đô la Bài đăng phổ biến
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.
Economic pressure looks like Washington's preferred lever, but it is not a costless holding pattern. With Iranian officials saying talks are not underway and disputes over nuclear limits, relief and Hormuz shipping unresolved, Brent's 1.2% fall to $91.49 suggests traders still see room for de-escalation. That assumption remains fragile.
#USIranPressureAndTalks
BANNON: This is very serious. They’re going after the War Powers Act and the president’s ability to conduct this war.
They’re essentially saying Trump and Hegseth are unlawfully conducting military ops in Iran under Operation Epic Fury.
We’re within 60 days of Ds having total power in the House and Senate. There won’t be any procedural maneuver we can use to stop them.
You do understand why this could ignite the BIGGEST RALLY in years, right?
Trump just signaled the Iran conflict is heading toward resolution.
Oil risk premium dies → Brent/WTI collapse back toward pre-war levels → gasoline & energy CPI drop fast → inflation cools → Fed flips from “hike if needed” to cuts.
Lower rates re-rate everything higher.
Long-duration AI/tech gets the biggest multiple expansion. Financial conditions ease. Credit gets cheaper. The whole market breathes.
The Hormuz overhang has been the main macro headwind of 2026.
Remove it and the AI supercycle gets a massive valuation tailwind on top of the fundamental one.
This is the catalyst I’ve been waiting for.
🇺🇸 U.S. oil is trading below $85 a barrel, a level it hasn’t closed under since August.
WTI is down to $84.08 after Trump said more strikes on Iran aren’t necessary right now.
It was above $100 less than 2 weeks ago.
But don’t party just yet. The whole drop is resting on a peace deal that hasn’t been signed. One bad headline and this chart flips.
Writer: Julie
