CNBC Daily Open: Mixed messaging on Iran-U.S. possible deal — but markets are cheering

CNBC Daily Open: Mixed messaging on Iran-U.S. possible deal — but markets are cheering

SpaceX and AMD beat Q2 earnings but posted steep capex rises (AMD +186% YoY to $808M), signaling aggressive infrastructure deployment. For IT leaders, sustained capex signals tech expects robust compute demand; cloud costs likely stay elevated as vendors compete on scale, not price.