Reader support is what makes Oracle Ayano Project possible. I am pouring my heart into building a generative AI system for large-scale data gathering, analytical synthesis, and article verification, so each piece can offer both accuracy and a fresh perspective. Please consider supporting the project.
Good morning. Lower long-end yields (10Y 4.639%, 30Y 5.174%) and softer oil (Brent $85.08, WTI $80.25) ease discount rates and input costs. Expanded Iran sanctions and just two Hormuz transits keep freight and compliance risks elevated. Nvidia’s $91–92B event after the close can reset AI-capex and power-demand assumptions.
