[2026-05-08 07:20] Hormuz Strait clash, Trump Tariff Struck Down, AI Infra Stack Forms — DIR Daily Briefing
Hormuz Strait clash — May 8 daily briefing: Hormuz US–Iran clash sends WTI +2%, US trade court strikes down Trump 10% tariff, Nvidia and SpaceX move AI infra into a single stack, soft ADP revives rate-cut bets.