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Geopolitics
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.
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Oil prices drop and European stocks rise after Trump halts Iran attack
President Trump canceled a scheduled military strike on Iran following requests from regional leaders, according to a post on Truth Social.
1 min read
Markets Can’t Price the New Bottlenecks
The resource cold war has shifted power from markets to states as bottlenecks in energy and minerals drive inflation, industrial strategy, and defense planning.
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Brent crude hits $110.72 after Trump warning to Iran
President Donald Trump warned Iranian leadership to act quickly or face destruction, escalating geopolitical tensions in the Middle East.
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35 min read