The Supreme Court's AI Collision Course

The UNIFIL peacekeepers reported that one of their vehicles sustained significant damage when an Israeli Merkava battle tank twice rammed into it on the road in Bayada, southern Lebanon. The Israeli soldiers were blockading a road regularly used by the UNIFIL for patrols. The UNIFIL noted that Israeli troops have hindered UNIFIL movements along such […]

Two Greek Oil Tankers Attacked In Hormuz, Bahrain Pummeled, As Mediators Push 10-Day Ceasefire Summary Fresh Strait of Hormuz attacks: Two Greek-owned tankers were hit, further escalating threats to shipping. War keeps widening: US airstrikes continue as Iran retaliates with regional attacks, including on Bahrain. Casualties rise: Deaths mounting on both sides of the conflict - especially after Iranian attacks on Jordan airbase. Desperate ceasefire efforts: Mediators are proposing a 10-day ceasefire and renewed US-Iran talks. Houthis escalate: Announce a maritime embargo on Saudi shipping, expanding regional tensions. Will the U.S. invade Iran before 2027? Yes 26%...

Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance As we discussed extensively in our preview, besides the Q1 revenue and guidance ($82BN+ and $90BN whisper respectively), Wall Street was expecting to get more color on the following topics during today's call and Q&A: Potential for increased shareholder cash returns, Vera Rubin ramp timing (2H 26E), Gross margin durability (~75% amidst continued memory/other cost inflation), Update to the $1 Trillion 25-27 forecast, esp. contribution from LPU racks, CPU and Vera Rubin Ultra, not included before Potential upside from agentic AI to the server CPU...