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Nvidia (NVDA) and IREN (IREN) partner for up to 5GW of AI infrastructure; NVDA to invest up to USD 2.1bln in IREN while IREN has issued a 5-year right for NVDA to buy up to 30mln shares

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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)