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

<p>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&#39;s selloff following a $15 billion stock offering, Nvidia&#39;s pullback despite reports of a $500 billion AI infrastructure financing partnership with Apollo Global and Blackstone, and BTIG technical analyst Jonathan Krinsky&#39;s read on why markets may be growing desensitized to this cycle of Middle East headlines. We also cover Datadog&#39;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&#39; huge single-day jump, Archer Aviation&#39;s Boeing acquisition, and shifts in India&#39;s Nifty 50 index. This episode is for informational purposes only and does not constitute financial, investment, legal, or tax advice.</p>