Trump Hardens Stance on Iran, Nvidia Taps Wall Street for $500B | The Opening Trade 8/11/2026
THE SO WHAT
Geopolitical tension around the Strait of Hormuz and Nvidia exploring $500B-scale financing both point to a macro regime where supply chains and capital costs can shift abruptly. For operators, that means pairing AI expansion plans with explicit scenarios for energy disruption and tighter credit, not treating them as tail risks.
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