Sepah News quoted IRGC spokesman Hossein Mohbi saying the Strait of Hormuz is under Iran’s control and there are no enemy warships in the Persian Gulf. He said, from a military and territorial-jurisdiction perspective, no vessel may transit the waterway without Iran’s permission and management. Mohbi said Iran and Oman negotiated about a month ago and reached mutually acceptable agreements on territorial shares of the strait and revenue splits; he added US interference has delayed implementation

Iran deputy foreign minister Gharibabadi said no warship may transit the Strait of Hormuz.

NVIDIA (NVDA.O) will report Q2 after the US close on Wednesday. FactSet’s survey of analysts projects revenue $92.27 bln vs $46.74 bln a year earlier; net income $51.55 bln ($2.11 per share) vs $26.42 bln ($1.08) last year. Analysts expect adjusted EPS $2.09 vs $1.05 a year earlier. NVIDIA is increasingly positioning itself beyond a chip supplier toward financing broader AI infrastructure; that financing expansion and other long-term themes are likely to drive investor focus. Morgan Stanley and JP Morgan analysts say the key watchpoints are NVIDIA’s financing footprint, China exposure, semiconductor competition risk, future gross margins, and the ramp schedule for the Vera Rubin chip. Rubin is unlikely to produce a material contribution before the quarter beginning in October. Benchmark analyst Cody Acree said, given already-elevated expectations, investors will need to see incremental evidence beyond another routine beat and guidance raise.