Ryan Stancil,
Editor
Aug. 8, 2026
Since last week:
Markets are in a decidedly different mood thanks to talks of the Strait of Hormuz reopening, and even commodities have been recovering.
1. A Familiar Tune
We’ve been here before. Trump touts a tentative deal to reopen the Strait of Hormuz, and the market rejoices. Traders make money in the short term. But as we've seen these past few months, things could turn on a dime, hostilities could flare again, and the market could react in the other direction. It pays to always be prepared for this kind of volatility. Click here to learn the kind of investment strategy that will help you thrive no matter what.
2. Gold Recovers
Continued uncertainty surrounding the Strait of Hormuz, along with signs of a weakening labor market, may be behind gold’s recent push above $4,300 per ounce. Despite the specter of a Fed rate hike later this year, gold has remained resilient, underscoring strong investor demand. Click here to learn more about what gold names you should be buying.
3. Nvidia's SpaceX Deal
Nvidia’s stock climbed after SpaceX announced that it would exclusively use Nvidia’s AI chips. Nvidia, as you know, has been the biggest winner in the AI boom, and this is just another example of that reality. But it’s hardly where the best gains in the sector are going to come from in the foreseeable future. If you want to learn more about how to win big in the AI sector as an investor, click here to find out what you should be buying.
4. Metals Meeting
A meeting between White House officials and high-ranking officials from the mining industry on Friday is another step in the Trump administration’s push to establish supply chain independence for critical metals that a wide range of industries need to function. Boosting domestic production in order to lower reliance on China is a massive undertaking that is going to take time and money, but the companies that can provide what the US needs will be among the biggest winners. Click here to learn about how to invest in one company with a massive resource of many of the critical minerals the government is after.
What to Look For
Watch for how long any agreement to reopen the Strait of Hormuz lasts and whether the broader economic mood shifts under the shadow of possible interest rate hikes.
Keep your eyes open,
Ryan Stancil
Editor, Bizarro World