EPISODE · Jun 10, 2026 · 22 MIN
AI Cash Crunch Hits SMCI, OpenAI, Perplexity as Iran Deal Hangs by a Thread | June 10, 2026 – Morning Market Briefing
from The Morning Market Briefing · host Narwhal Capital Management
Andrew, Ben, and Tom discuss Trump's Truth Social post declaring Iran's military "completely defeated" and the deal effectively dead, today's CPI print with consensus at +4.2% headline, the BOJ rate hike path complicated by Governor Ueda's hospitalization, Super Micro's $7 billion dilutive stock offering to fund $39 billion in backlog orders, the building AI supply overhang from OpenAI's S-1, Google, SpaceX, and Perplexity's 2028 IPO plans, Claude Fable 5's release stabilizing tech, TSMC's 30% May sales rebound, and Oracle earnings tonight.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
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AI Cash Crunch Hits SMCI, OpenAI, Perplexity as Iran Deal Hangs by a Thread | June 10, 2026 – Morning Market Briefing
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