Wednesday Afternoon Links

[Reuters] Strong AI earnings lift S&P 500, Nasdaq as inflation data calms rate-hike jitters

[Reuters] Oil dips on demand forecasts, global equities gain

[Reuters] US July deficit tops $432 billion as outlays grow, tariff receipts stay negative

[Axios] Inflation relief's staying power is in question

[Axios] Diesel desperation is mounting globally

[Reuters] Huge oil slick hitting Oman's shoreline as agencies warn of disaster

[WSJ] Trump Says Hormuz Is Under U.S. Control. Few Ships Are Listening.

[WSJ] In-Line Inflation Reading Buys the Fed More Time to Defend Its Forecast

[WSJ] War Is Squeezing Another Global Chokepoint: The Black Sea