Markets No Longer Allocate Critical Resources
China controls more than 90% of refining capacity for graphite and rare earths, giving Beijing leverage over battery materials and modern hardware supply chains.
Latest Geopolitics
White House warns staff off prediction-market bets on nonpublic information
The White House warned staff not to use non-public information for prediction-market bets as scrutiny grows over geopolitical trading and possible leaks.
Alphabet’s AI Pivot Is a Compute Moat
Google Cloud revenue rose 34% to $15.2 billion and operating margin expanded to 23.7% as Alphabet scaled AI demand.
Alphabet’s AI Pivot Is Building a New Moat
Google Cloud revenue rose 34% to $15.2 billion in Q3 2025, as operating margin widened to 23.7% and backlog climbed to $155 billion.
Alphabet’s AI Pivot Is Building a Moat
The company’s “full-stack” AI advantage and lower-cost TPUs help Google Cloud scale, with revenue up 34% to $15.2 billion and backlog at $155 billion.
Alphabet's Search-to-AI Pivot Builds a Moat
Google Cloud revenue rose 34% to $15.2 billion in Q3 2025, while operating margin expanded to 23.7%.
Polymarket pulls Iran rescue wager after Moulton criticism
Polymarket pulled a wager tied to a U.S. rescue mission in Iran after Rep. Seth Moulton called it “DISGUSTING”.
Two-week window tests global commodity markets
Widdershoven says cargoes still move, but rising insurance costs and weaker delivery confidence are pushing buyers toward security-first procurement.
Wall Street prices the Iran war headline by headline, NYT says
Jeff Sommer says the range of outcomes stays "staggeringly broad" as Wall Street prices the Iran war headline by headline amid Trump signals on escalation and talks.
CFOs plan for $100 oil as Hormuz closure persists
Executives and traders see about a 2-week window to reopen the Strait of Hormuz before oil jumps again and companies plan for months of disruption.
