TRUMP says the Iran conflict will end immediately once the midterm elections conclude.

The IAEA Board of Governors approved a resolution by 23 votes in favor to refer Iran's nuclear proliferation case back to the UN Security Council.

BofA warns Oracle reports FY2027 Q1 on Sept. 10 and its stock is down ~25% since the prior quarter, reflecting concerns about data‑center profitability, rising component costs and wider credit spreads. BofA says investors should focus on three items: progress on data‑center capacity builds and the speed at which RPO (signed but unrecognized revenue) converts to revenue; capital expenditure and financing needs; and core software trends. BofA judges the market has largely priced balance‑sheet stress but not the upside if data‑center builds reach a tipping point and revenue growth reaccelerates, making the pre‑earnings risk/reward attractive. BofA maintains a $240 PT based on 2027E P/E of 26.5x; key risks are data‑center build delays, weaker enterprise software spending, adverse FX and AI lab activity that could erode long‑term software value (BofA report, Sept. 8).