Daily Briefing — August 11, 2026 | A Contradiction From Iran, a Whipsaw in Rate Odds, and Datadog's Standout Week

Oil surges and stocks slip Monday after Iran says talks with Oman are nearing agreement while denying any direct negotiation with the US — the same contradiction pattern markets have wrestled with for days — pushing September rate-hike odds back above 50% just one trading day after falling to 42%. We cover Intel's selloff following a $15 billion stock offering, Nvidia's pullback despite reports of a $500 billion AI infrastructure financing partnership with Apollo Global and Blackstone, and BTIG technical analyst Jonathan Krinsky's read on why markets may be growing desensitized to this cycle of Middle East headlines. We also cover Datadog's standout two-day rally on strong earnings, a rough stretch for optical and networking names including Coherent and Lumentum, and smaller stories on AbCellera Biologics' huge single-day jump, Archer Aviation's Boeing acquisition, and shifts in India's Nifty 50 index. This episode is for informational purposes only and does not constitute financial, investment, legal, or tax advice.