☕️ Daily Market Talk | Mar 13, 2026
☀️ Morning everyone ☕️ Iran tensions escalate, oil breaches $100, Nvidia drops $26B on AI models, markets tumble. Let's jump straight into today's big questions 👇
💬 Today's 3 Big Questions
1. Oil at $100+ — Iran fires on ships, US strikes continue. Adding energy exposure or sitting out?
2. Nvidia's $26B AI bet — Chip giant now building open-source models to challenge OpenAI. Genius move or overreach?
3. Markets in retreat — Goldman, Morgan Stanley -4%, Adobe -7% on CEO exit. Buying dip or waiting for bottom?
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📊 Quick Market Recap
🛢️ Iran Conflict Escalates, Oil at $100+
US-Iran tensions surge after Iran's new Supreme Leader vows to continue blocking Strait of Hormuz. Iran's Revolutionary Guard claims to have destroyed 70% of US military bases in the region. Brent crude tops $100 for first time since August 2022. US futures tumble as stagflation fears mount.
🤖 Nvidia's $26B AI Model Bet
$NVIDIA(NVDA.US) to invest $26B over 5 years in open-source AI model development. This marks a strategic pivot from "selling shovels" to "mining gold" — directly challenging OpenAI's dominance. First models expected late 2026 to early 2027.
🚗 Tesla Approved for SpaceX Stake
$Tesla(TSLA.US) gets regulatory green light to convert its xAI investment into SpaceX shares ahead of potential IPO. The $2B investment in xAI now becomes a stake in the space giant.
🏢 Tech Giants' $700B Data Center Boom
$Microsoft(MSFT.US) & $Meta Platforms(META.US) push total data center lease commitments over $700B. Each added nearly $50B in new commitments last quarter alone, fueling AI infrastructure buildout.
📉 Adobe Plunges 7% Post-Earnings
$Adobe(ADBE.US) beats Q1 estimates ($6.06 EPS vs $5.87 est) but CEO to step down after 18 years. Shares drop 7% in after-hours trading on leadership uncertainty.
📊 Li Auto Q4 Revenue Drops 35%
$Li Auto(LI.US) Q4 revenue falls 35% YoY despite gross margin improving to 17.8%. Full-year 2025 revenue down 22.3%, operating loss of $521M.
🏦 Banks Slide, Markets Tumble
$Goldman Sachs(GS.US) & $Morgan Stanley(MS.US) both drop 4%+. S&P 500 -1.52%, Nasdaq -1.78% as risk-off sentiment dominates.
📈 Key Data Due Tonight
US Core PCE (8:30pm SGT), Q4 GDP (second estimate), Job Openings (10pm SGT) . Markets watching closely for stagflation signals.
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