威斯康星州初选温和派胜出，特朗普称控制霍尔木兹海峡

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Good morning. I'm Nathan Hager

and I'm Karen Moscow. Here are the stories we're following today. Karen, we'll begin with results from the latest key primary races. Starting in Wisconsin, where an upset in the Democratic governor's race could check the momentum of the party's progressive wing. With 98% of votes counted, moderate David Crowley is projected to defeat Democratic Socialist Franchesca Hong 39.8 to 39.4%. Hong addressed her supporters last night. to people in every corner of this state.

It is an honor of my lifetime to be your candidate for governor.

But this morning, Francesca is projected not to be the candidate for governor by a narrow margin. Now, that highlights the strength of the Democrat's progressive flank, but Crowley's win may offer a path for establishment Democrats to reassert power in primaries over the next month. Well, Nathan, in other notable primaries overnight, Senator Darlene Graham will advance to her runoff to replace her late brother Lindseay as the Republican nominee in South Carolina.

With 33% of the vote, Graham will face Congressman Ralph Norman in the August 25th runoff. Norman took 25%. The eventual winner will face off against Democrat Annie Andrews in November. And in Minnesota, Karen My Pillow founder and 2020 election denier Mike Lindell is projected to lose Minnesota's Republican primary for governor to state house speaker Lisa Demouth with 99% of votes counted there. Damuth has 43% compared to 33% for Lindell.

He questioned those numbers in remarks to supporters last night.

I'm not going to sit by until these numbers are explained. Someone's going to have to explain to me why we were pulling seven to N and these numbers came in. Lindell's projected loss follows an endorsement from President Trump. The result sets up a general election clash between Lisa Demouth and Democratic Senator Amy Clolobashar for governor. Clolobashar won her primary with 90% of the vote.

Let's turn now, Nathan, to escalating rhetoric with the war in Iran. President Trump said the US has total control over the Straight of Hormuz and that Iran would get blown away if it took action. And the president says he has no trust for Iran.

Iran is going fine. Going just absolutely fine. We totally control the straight of our modes. We have control over it. Nobody else, only us. Our navy is unbelievable. And things are going great for our country.

President Trump spoke to reporters outside Air Force One. Pakistan's defense minister says the two sides are close to some sort of arrangement over Hormuz, but he isn't offering details. And Karen, oil prices are grinding higher amid skepticism over an Iran deal. Brent is now trading uh right around $89 a barrel after jumping around 12% over the past five sessions. This morning, the International Energy Agency says global crude inventories will tumble this quarter at more than twice the previously estimated rate.

Noam Raiden is senior fellow at the Washington Institute for Near East Policy. It is unlikely that we're going to go back to the maritime arrangement that existed in the Strait of Hormuz before the Iran war. Iran has gained immense influence in the strait. It will not let go of this leverage it has obtained easily.

Nom Raiden with the Washington Institute for Near East Policy and Bloomberg Intelligence says a frozen US Iran conflict is now the most plausible scenario and that could push oil into a range of h1 to $150 a barrel. Nathan, President Trump said security officials ordered him to secretly switch planes after a NATO summit in Turkey because of a threat to his safety. The elaborate maneuver first reported by the Washington Post was prompted by an Iranian assassination threat against Trump.

The deception was carried out as journalists, White House staff members, and other government officials aboard Air Force One were given the impression the president was flying with them back to the US from a NATO summit in Anchora. President Trump was asked about the incident by reporters.

I go by Secret Service and the military. They wanted me to go in a different flight, a different plane, uh, equal safety, but they wanted me to do it, so I do it. I do what they say.

The incident has raised questions about the White House misleading the public over the president's whereabouts.

Let's turn to the markets now, Karen, with a focus on tech. We're watching shares of Core Weeave in the pre-market. They're up 18% following earnings. Booming AI demand helped the company's second quarter revenue more than double and it raised its fullear outlook as well. Gil Luri is head of tech research at DA Davidson. He says Cororee's results are an encouraging step.

It's incrementally positive. There is still a really big question about whether we even need neoclouds, whether they're a good business. At the base of it is, are they getting a good enough return on investment to pay for the very expensive capital that they have to borrow? VAD Davidson's Gil Lauria Cororeweave has become a bell weather for the AI data center boom.

Well, also on the AI earnings front here, Nathan, a super micro computer gave a revenue forecast for the current quarter that topped analyst estimates. A sign the AI continues to bolster sales of the company's servers. The company's benefiting from surging demand for gear to train and run AI tasks with its servers fitted with Nvidia chips that have powered the vast majority of AI data centers. Super Micro has looked to boost margins by selling more profitable products and trimming costs.

And this morning, shares of Super Micro, they're up almost 9%.

Investors are also focused on the economy this morning, Karen. We get a key inflation reading before the opening bell. July consumer prices will be in focus as higher oil prices raise concerns that the Fed will need to hike next month. Treasuries are steadying with the yield on the 10-year uh right around 4.68%. David Rosenberg with Rosenberg research says even after today's reading the Fed won't be raising.

I think the inflation prints uh you know outside of oil are going to be very benign. I think core inflation will be heading down and I think the big surprise will be just how weak the economy is going to be. I think people tend to forget uh that because of the one big beautiful bill uh the US household sector at an annual rate uh had a tax benefit of over $90 billion. People talk about oh how resilient the consumer's been.

Yeah, there was reason for that.

Um but that's now in the rearview mirror.

David Rosenberg of Rosenberg Research tells Bloomberg's Tom Keen a softer reading could alleviate some concern after three Fed officials dissented last month in favor of a hike

and markets overseas. Nathan, a split between the US and Japan over Bank of Japan policy risks undermining or efforts to support the yen. Uh the Prime Minister Senate Takahishi is wary of raising rates too quickly. While US Treasury Secretary Scott Besson sees tighter policy is crucial. The Yen has already given back some gains from the first coordinated US Japan intervention since 1998. Expectations are building for another BOJ rate hike in September or October as the yen again nears 160 to the dollar.

And now we want to get you updated, Karen, on the latest from the deadly earthquake in Colombia. The death toll has risen to 190. That's according to the nonprofit ASO Capitales. Much of the damage is concentrated in impoverished and poorly built neighborhoods. Uh rescue workers in Pereira are using audio equipment to listen for sounds of life beneath the rubble from Monday's 7.4 quake. Colombia's president has promised to suspend utility bills for 3 months in affected areas and he announced the government will provide temporary rental subsidies to families whose homes were damaged. [music]

Time now for a look at some of the other stories making news in

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