
i-80 Gold Corp. (IAU:CA) Q2 2026 Earnings Call Transcript
i-80 Gold Corp. (IAU:CA) Q2 2026 Earnings Call Transcript
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i-80 Gold Corp. (IAU:CA) Q2 2026 Earnings Call Transcript

Markets fell and oil spiked in anticipation of the latest inflation data.

CNBC's Jim Cramer said investors can quickly gauge the market by focusing on three things: bonds, oil and Nvidia. He said they offer clues about interest rates, inflation and geopolitical risk and the health of the AI trade.

The stock market ends mildly lower Tuesday as the Nasdaq suffers a rare distribution day. Next up, July's report on consumer price inflation.

The Investment Committee debate their next movie as bullishness abounds in the market.

Wall Street ended lower on Tuesday as rising oil prices and renewed uncertainty over the Strait of Hormuz weighed on investor sentiment, while weakness in major technology stocks added pressure ahead of key US inflation data due later this week.

U.S. stocks slid as negotiations about the future of the Strait of Hormuz remain deadlocked.

Nvidia and six of Wall Street's biggest financiers are turning AI compute into collateral. I own several of these names, and I'm not selling.

Pakistan's defense minister said the US and Iran are “close to some sort of arrangement” over the Strait of Hormuz, even after both sides appeared to toughen their positions in the long-deadlocked negotiations. Noam Raydan, William Sudhaus Senior Fellow at The Near East Institute says the data shows that the Strait of Hormuz and Red Sea will remain essential choke points.

Matt Hougan, CIO of Bitwise Asset Management, joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." The Coldcard wallet hack may strengthen the case for spot Bitcoin ETFs by undermining confidence in self-custody among investors.

Goldman Sachs Asset Management's Salman Niaz describes a “new regime” of higher market volatility, but says credit fundamentals remain resilient. While spreads on hyperscaler funding deals are widening, he sees limited signs of contagion across broader credit markets.

UBS Global Wealth Management's Suresh Tantia says there is limited valuation rating of South Korea's memory stocks given the strong competition coming out of China. He also says that while upside is limited, investors should still buy the dip in semiconductors.

Plus, oil jumps again and Intel rakes in more.

Ur-Energy Inc. (URE:CA) Q2 2026 Earnings Call Transcript

The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day.