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U.S. Markets

Microsoft (MSFT) in talks to lease large data center site after Oracle (ORCL) walked away, according to The Information

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Microsoft and Meta are in talks to lease facilities in one of the most important U.S. Ai data center sites.

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Geopolitics

Gulf official tells CNN “50:50” chance US and Iran could reach deal by Friday, CNN reports; Iranian delegation does not include IRGC, which would need to sign off on details of provisional agreement

Geopolitics

The draft agreed to by Iranian and Omani negotiators awaits final approval from Iran’s supreme leader, two regional officials told The Associated Press on Wednesday

U.S. Economy

US ADP Employment Change (Jul) 44K vs. Exp. 70K (Prev. 98K)