Speedrun | Upcoming Events This Week - [August 10 - August 14, 2026]
Stay informed on events/news for the coming week.> Iran Conflict & Strait of Hormuz:President Trump has privately floated the idea of walking away from the Iran War without a nuclear deal if Iran fully reopens the Strait of Hormuz.Negotiations have complicated as Iran is demanding billions in US payments and the removal of US troops.Trump is expected to remain patient as long as gas prices stay stable, noting that Iran is likely unable to revive its nuclear work during his presidency.> Memory vs. Optics Market Rotation:Driven by a viral tweet from Jukan on optics versus memory, short-term rotation is favoring optics over memory.Key catalysts include the death of Korean leveraged ETFs triggering LP redemptions, Nvidia shifting toward optics for Rubin Ultra clusters, and consensus forming that memory prices will peak within two quarters.Analysts are beginning to pull back on aggressive DRAM ASP forecasts, creating selling pressure in memory while other tech/semis climb.> Key Earnings & Economic CalendarsA heavy week for AI trade and tech earnings, featuring prominent names like Nebius, Super Micro Computer, Cisco, Coherent, Cerebras, Lumentum, CoreWeave, and Applied Materials.> Economic Data Releases:Wednesday: July CPI Inflation data.Thursday: July PPI Inflation data.Friday: July Retail Sales data and August Michigan Consumer Sentiment data.Link 👇
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