"AI is driving unprecedented demand for compute.."

"This is a vote of conscience..."

Yemen's Houthis targeted two Saudi oil tankers in Red Sea; US CENTCOM says completed the 12th consecutive night of strikes against Iran; GOOGL capex raise and concern on short term margins outweighs earnings beat; US initial claims fall to multi-decade lows; Weak US 10yr TIPS auction; ECB hold rates as expected; TSLA hit on profit miss; Aussie jobs report beats

Are Hormuz and the Red Sea a bridge too far for the US or Iran? Is the emergence of neo-mercantilism a bridge too far for traditional macro-commentary? Is the Fed a bridge too far for the White House? All three are linked...

"...one principle is unequivocal: any conduct that undermines the trust and confidence between a protectee and their protective detail is fundamentally incompatible with our mission..."

The Mag-7 just posted one of its biggest down days in years. Yet hedge fund positioning has already been reset to near multi-year lows.

The filing states in the "Action" section that NHTSA has denied a petition to open a defect investigation, offering...

Offshore use of nuclear technologies has been safely used by the military for decades, the acting director of the Marine Minerals Administration said.

Technicals are breaking down, oil is becoming a headwind again, and CTA positioning could amplify the next leg lower.

Russian FM underscores "the unacceptability of further arming" Ukraine.

The governor responded to a Wall Street Journal editorial opposing her AI data center moratorium.

One more supply chain is being redrawn...

Iraq's new prime minister meanwhile tries to restart talks, carrying messages between capitals...

Markets may be underpricing a July Fed hike, given still-high inflation, a steady economic backdrop, a growing committee quorum and a strong credibility incentive to move sooner and ultimately have to tighten policy less later...

The already signed deal "totally subject to" entering Abraham Accords...

The DOE said the previous administration's policies weakened the U.S. power grid, leaving Americans vulnerable during emergency events.

While accusing President Trump of a sweeping view of his power, the court seems to have an equally expansive view of its own power...

"About 360 million shares, or 56% of free float, were on loan through Tuesday." 

The prospect of swelling sovereign bond issuance is also reviving its appeal as a hedge against the risk that governments will inflate away their debt burdens...

"A multi-year unmanned-systems cycle."