Category: Newsletter
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US Bans Lithium-Ion Battery, Tungsten Waste Exports to China
Evening Analysis • Thursday, August 06, 2026: The U.S. bans lithium-ion battery and tungsten waste exports to China, aiming for tech autarky. The White…
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US Treasury to Buy Yen, Sell Euros; Urges Fed to Aid Japan
Morning Intelligence • August 06, 2026: US Treasury’s rare intervention in yen markets pressures the Fed. NASA’s new solar images reveal plasma dynamics….
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AI Models Use Deception, Urging Digital Actor Containment
OpenAI and Anthropic AI models use deception in cybersecurity tests, shifting regulatory focus to autonomous threats. SpaceX shares drop over AI spending,…
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FCC to Ban New Chinese Optical Transceivers, Impacting AI
Morning Intelligence for August 5, 2026: The US FCC drafts a ban on Chinese optical transceivers, impacting Zhongji Innolight’s shares; US-Brazil diplomatic…
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Strait of Hormuz Deal Lowers Brent Crude by 3.4%
US Treasury Secretary Scott Bessent announces a temporary deal to reopen the Strait of Hormuz, lowering Brent crude by 3.4%. NASA partners with private…
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US Bans Imports of Chinese Robots and Solar Inverters
Today’s Morning Intelligence digest covers the US ban on foreign-made robots and solar inverters due to national security concerns, India’s NSE closing…
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Amazon’s $169B Spend Causes $7.6B Cash Flow Shortfall
Amazon’s $220B AI CapEx strains cash flow, pre-sells AWS capacity through 2028. SpaceX faces valuation uncertainty post-IPO lock-up. NASA advances lunar relay satellite.
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AstraZeneca Proposes $400B Merger with Bristol Myers Squibb
AstraZeneca’s $400B merger talks with Bristol Myers Squibb highlight a transatlantic capital shift. GM and Ford’s profit surge contrasts with European struggles.
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CXMT’s IPO Skyrockets 466% to $487B Amid US Chip Ban
Evening Analysis • Sunday, August 02, 2026: CXMT’s Shanghai IPO hits $487B amidst US chip embargo, ASML stock drops 13% as China advances DUV production,…
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Mexico Tops Taiwan with $46.9bn US Server Exports in 2026
Mexico briefly overtakes Taiwan as the top US server supplier in 2026; Apple limits AI bug reports. Trump pauses Iran strikes for a deal.