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Aug 12, 2026
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7 min read
Compute becomes collateral; Tehran names its price; Brent hits $88.91 into this morning's CPI.
Aug 11, 2026
5 min read
Oil is up 9% in three sessions. CoreWeave reports tonight, inflation lands tomorrow.
Aug 10, 2026
Iran spent the weekend raising its price for Hormuz, and Brent is back near $84.
Atlas Daily
Aug 7, 2026
Brent rose 4%, the Dow gave up 464 points, and payrolls land at half past eight.
Aug 6, 2026
6 min read
Iranian state TV describes a middle corridor. Axios reported northern and southern lanes.
Aug 5, 2026
Plus three AI earnings that all beat, and only one that got paid for it.
Aug 4, 2026
Plus SpaceX reports tonight, two days before a record lock-up expiry.
Aug 3, 2026
A joint yen intervention, a called-off strike, and a denial from Tehran. Oil at $81.55.
Jul 31, 2026
Equities decided the AI trade is intact. Bonds decided the Fed is late.
