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Nvidia (NVDA) is reportedly discussing system-level optimisations for some Vera Rubin configurations after memory prices surged and memory took an excessively high share of the bill of materials, according to Citrini's Jukan

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Says the changes could reduce system DDR memory, likely LPDDR, while leaving HBM capacity unchanged.

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U.S. Markets

Eli Lilly (LLY) Q2 2026 (USD): Adj. EPS 8.38 (exp. 6.01), Revenue 23bln (exp. 20.7bln)

LLYGeopolitics

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