NVIDIA (NVDA.O) recorded a $400m charge in 1H for excess H200 inventory.

Citigroup economist Faraz Syed says July's hot inflation print implies Q3 sequential inflation will exceed the Reserve Bank of Australia's assumed 0.8% rise. Citigroup had long expected a 25bp hike in November; ahead of next week's Q2 GDP, Syed is now more convinced the RBA still needs another hike this year and sees a substantial risk of a September increase, with risks skewing toward more rather than fewer hikes.

IRNA: Iran in talks with Gazprom on cooperation in the natural gas sector.