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How the Strait of Hormuz blockade is disrupting global chip supply chains, affecting supplies of helium, bromine, sulfur, and thinners essential to chipmaking (www.bloomberg.com)
1 day ago

An analysis of Tokenomist.ai data: Trump family members made ~$1.55B from sales of World Liberty Financial's WLFI tokens, lifting their total fortune by ~$660M (www.bloomberg.com)
1 day ago Trump AI

Analysts say AI fervor in the US and Asia has spread to Europe, boosting stocks like STMicro and Nokia as investors seek the AI boom's pick-and-shovel stocks (www.ft.com)
1 day ago Europe Asia AI Nokia

The Electric Car won the Iran War: The Twilight of Oil (www.juancole.com)
1 day ago Iran

Could Trump's Iran Fiasco be America's Suez Crisis? (www.juancole.com)
1 day ago Trump U.S. Iran

Protesting Rutger Engineering's Cancellation of Rami Elghandour's Graduate Address over Palestine (www.juancole.com)
1 day ago

2026 defence budget – A$17.4 billion in spending uplift still undecided (www.aspistrategist.org.au)
1 day ago Budget

No solidarity: Southeast Asian countries split as each seeks Iranian oil (www.aspistrategist.org.au)
1 day ago Iran Southeast Asia

Analysis: contract prices for NAND chips are up 600%+ since late September 2025, while those for DRAM chips are up ~400%, with analysts expecting further gains (www.bloomberg.com)
1 day ago

China's CSI AI Index, which tracks AI supply chain companies, is up 28%+ YTD, while HK's Hang Seng Tech Index, which includes Alibaba and Tencent, is down 8% (www.ft.com)
1 day ago China Alibaba AI Tencent

Config, which is building a data layer for robotics foundation models, raised a $27M seed at a $200M+ valuation led by Samsung Venture Investment (techcrunch.com)
1 day ago Samsung Robot

Sam Altman Testifies That Elon Musk Wanted Control of OpenAI (yro.slashdot.org)
1 day ago Elon Musk

Metis TechBio, a biotech company using AI to deliver and formulate drugs, surged as much as 185% in its Hong Kong market debut after raising ~$270M in its IPO (www.bloomberg.com)
1 day ago Hong Kong IPO AI Biotech

The budget patches an energy system built for a different world (www.lowyinstitute.org)
1 day ago Energy Budget

Talks with Russia ‘inevitable' for Europe – Kremlin envoy (www.rt.com)
1 day ago Russia Europe

Paymentology, which provides real-time card and payment processing technology for banks and fintechs, raised $175M co-led by Apis Partners and Aspirity Partners (tech.eu)
1 day ago

Sources: Sam Altman recently discussed launching an AI compute company that is majority-owned by OpenAI, similar to Stargate's original data center initiative (sources.news)
1 day ago AI

Nvidia says that Jensen Huang is joining President Trump on his China trip; source: the president asked Huang to join after seeing media coverage of his absence (www.cnbc.com)
1 day ago Trump China Nvidia

Waymo recalls ~3,800 robotaxis in the US to fix software issues that may cause them to drive onto flooded roads, after some were seen stalled on flooded streets (www.cnbc.com)
1 day ago

The odds racket in prediction markets (www.lowyinstitute.org)
1 day ago

Sources: Jensen Huang was left out of President Trump's China trip to avoid unwanted scrutiny and awkward conversations about the sale of Nvidia chips to China (www.semafor.com)
1 day ago Trump China Nvidia

CPI Inflation Blows Past Fed Rates as Core Services, Gasoline, Electricity, and Food Spike. Fed's “Real” Rates Are now Negative (wolfstreet.com)
1 day ago Inflation CPI

Supply of Existing Single-Family Homes Rises to Highest in 10 Years, Condo Supply Highest since 2012, Sales in Deepfreeze (wolfstreet.com)
1 day ago

Trump and Xi put Southeast Asia in a bind – giving Canberra a moment to move (www.lowyinstitute.org)
1 day ago Trump Asia Canberra Southeast Asia

The US' Centers for Medicare & Medicaid Services is testing ACCESS, an outcome-based payment model for AI-driven medical care, with 150 tech companies (techcrunch.com)
1 day ago AI Medicare

Internal emails: xAI added 19 gas turbines to Colossus 2 over the past two months; xAI is fighting a lawsuit alleging Clean Air Act violations at the site (www.wired.com)
1 day ago

Havoc, which offers autonomous boats and software to control thousands of vessels at once, raised a $100M Series A led by Cobalt and Boardman Bay (www.forbes.com)
1 day ago

Something else for Australia to consider: Russian nuclear subs in the Pacific (www.aspistrategist.org.au)
1 day ago Russia Australia

Princeton faculty votes to require proctoring in all in-person exams starting this summer, reversing an 1893 policy amid concerns about AI-fueled cheating (www.wsj.com)
1 day ago AI

Sources: Anthropic is in talks to raise between $30B and $50B in a funding round that would value it at up to $950B (www.nytimes.com)
1 day ago

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