As US Bombs Pound Iran, JD Vance Says the US Is Engaged in a ‘Delicate Diplomatic Dance’

Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic Over the weekend, we published a length report analyzing what we dubbed "the $1.8 trillion off-balance sheet time bomb at the heart of the AI supercycle",  which focused on the recent surge in popularity of off-balance sheet SPVs, as well as $1 trillion in long-term purchase commitments, and $800bn in lease commitments, which support the AI buildout, and do so by masking the true funding costs of the AI buildout, yet which...

Live Cattle Futures Tumble To Seven-Month Low, But Bernstein Says Beef Prices Will Stay Elevated Despite our view that beef prices will remain elevated this year amid the smallest US cattle herd size in more than 60 years and mounting concerns over New World screwworm detections in Texas, live cattle futures in Chicago have tumbled this month as speculative traders unwind bullish bets. Chicago live cattle futures have dropped to their lowest point since December 2025, as speculative traders liquidate positions amid weakening cash trade and falling wholesale beef prices. The commodities...

Amid stalled peace talks and a US blockade on Iranian ports, the Trump administration has added a new member to its negotiating team who comes from the Foundation for the Defense of Democracies, a notoriously hawkish think tank that has been lobbying for aggressive action against the Islamic Republic for many years. Nick Stewart, the […]