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Escalating hostilities within the Middle East had pushed oil costs above $97 per barrel, elevating issues about inflationary pressures and potential disruptions to international supply chains. July 30, 2026, including divisional breakdowns for semiconductors, cellular, display, and shopper electronics. None of that is investment recommendation — it’s a framework for understanding what’s driving headlines, not a sign to buy or sell any specific stock. Across all of these, the key metrics to trace are AI revenue progress, gross margin developments, capital expenditure guidance, buyer demand signals, data-center utilization, and administration commentary on AI monetization timelines.
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