Trump Details Iran Deal At G7: No Nukes, Conditional Sanctions Relief
"The agreement is fundamentally built around a two-step verification process."
"The agreement is fundamentally built around a two-step verification process."
The trillion dollar question remains whether lower intelligence costs ultimately create more demand than they destroy pricing power...
The biggest shift recently though has been the explosion in dispersion beneath the surface in the AI theme...
Great work by Mayor Mamdani...
“The wind farm, located in New Mexico, has a total net summer generating capacity of 3,650 megawatts (MW) and is composed of 916 wind turbines,”
...historical pattern suggests that “everything rally” can fade into concentrated leadership following the initial impulse...
Oil and gas flows through the Strait of Hormuz may take months to recover even if the U.S.-Iran deal is finalized.
"The flow of traffic will take some time to improve due to mines in the strait."
"We're afraid some of our most sensitive conversations were being recorded"
"Average gasoline prices fell in 47 states over the last week, with the national average dropping..."
Nvidia became the latest company seeking to raise at least $20 billion from its first corporate bond sale since 2021.
a small group of Iranian Americans shouted, “Down with terrorists!”
Firstly, the agreement is not really a ‘deal’ at all, or even a deal to have a deal, but rather a memorandum of understanding staking out a framework to discuss a deal over the next 60 days.
"We have to do [something] with the Supreme Court, that is now a rogue Supreme Court..."
"Gold’s not the same trade that it was 10 years ago"
Outside of Iran and AI, central banks will dominate the global agenda in the coming week; In terms of US data, focus will be on May retail sales.
A march on June 14 attended by around 20,000 people was largely peaceful, but the police said they confiscated some knives and pyrotechnic devices...
Hyperscalers are using creative SPVs to hide the commitment of spending ahead of demonstrated monetization, and as a result headline capex figures materially understate the economic commitment to the AI buildout...
...but capacity utilization increased.
