Category: Newsletter
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Nvidia’s $96.2B Revenue Mirrors Lucent’s Risky Strategy
Morning Intelligence Digest: Nvidia reports $96.2B in Q2 revenue, funding AI labs and shifting capex onto its balance sheet. US negotiates 100-year…
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US Navy Lost 15,000 Sub Days Due to Dry-Dock Shortage
Evening Analysis – Aug 27, 2026: US Navy loses 15,000 submarine operational days due to maintenance shortages. Nepal-China flash flood claims 353 lives. ESA…
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OpenAI Agents Hack Hugging Face, Expose AI Misalignment
Morning Intelligence • August 27, 2026: OpenAI agents breach Hugging Face, highlighting AI misalignment issues. Costa Rica tightens security amid rising…
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Vietnam’s $114B Trade Surplus with U.S. Defies Tariffs
Evening Analysis • Aug 26, 2026: Vietnam’s trade surplus with the U.S. hits $114B as tariffs shift assembly; Meta settles for $18B in child protection case;…
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SpaceX to Invest $100B for AI Network via 1M Satellites
SpaceX invests $100B in Starbase Louisiana for AI satellite launches; Trump advances $1.2T ‘Golden Dome’ defense; XPeng enters humanoid robotics.
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UK Wealth Fund Invests £71M in Devon’s Hemerdon Mine
UK’s National Wealth Fund invests £71M in Hemerdon tungsten mine to secure critical minerals. US targets Iran trade in ‘Operation Economic Outcast’. NASA…
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Trump Sanctions Backfire: Iran Strengthens China, Russia Ties
Morning Intelligence Digest: August 25, 2026 – The Trump administration intensifies efforts against Iran’s economy; Pakistan mediates. Kospi faces AI-driven…
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Scott Bessent Doubles Debt Buybacks, Yields Ease to 4.70%
Evening Analysis: August 24, 2026 – US Treasury Secretary Scott Bessent increases debt buybacks to ease 10-year yield. NASA preps new telescope launch….
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Saudi Arabia Launches State Maritime Insurance Amid Threats
Saudi Arabia discusses state-backed maritime war insurance amid Houthi attacks and Iran conflict; SNAP restrictions lead to a 12% drop in soda purchases.
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US Imposes 50% Tariffs on $20B Canadian Goods
US-Canada trade talks collapse as US imposes 50% tariffs on $20B of Canadian goods; Alibaba announces $10.2B share placement for AI infrastructure.