CNBC Daily Open: Iran, Oman in talks on Hormuz; SpaceX is loyal to Nvidia on AI
Reported by CNBC · cnbc.com · August 6, 2026
Optimism over a Strait of Hormuz deal pushed the Dow to a record high and its fifth positive day in a row, while oil extends a cooling trend.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $NVDA -2.91%
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