US Treasury Grants Sanctions Waiver For Some Iranian Flights To Iraq

Jefferies, Goldman, Now Stifel: Wall Street Races To Cover Almonty As "Owning The Bottlenecks" Theme Gains Momentum A sense of urgency is building across Wall Street as notable desks push clients toward the critical materials theme we already laid out for readers, as the Trump administration accelerates efforts to rebuild conflict-free supply chains and reduce dependence on China. Resource nationalism and the looming rearmament supercycle are turning secure access to critical materials into both a national security priority and a multiyear investment theme. For miners already producing conflict-free critical materials outside...

A Modest Proposal: Performance Reviews For Senators Authored by Frank Miele via RealClearPolitics, It seems as though only one thing motivates Congress to act - the threat of elections. That's why both the House and Senate have moved to pass a continuing resolution to keep funding the government until December. Originally funding was going to run out on Oct. 1, the date that was decided during the last shutdown crisis. But with virtually every member of the House of Representatives and one-third of the Senate up for election in November, almost no one...

Nvidia Supplier Hon Hai Sales Beat As Continued AI Demand Offsets Consumer Electronics Decline Nvidia’s server assembly partner Hon Hai Precision Industry reported a bigger-than-expected 40% jump in quarterly sales and said AI demand is growing further, according to Bloomberg.  Hon Hai’s revenue grew to NT$2.51 trillion ($79 billion) in the three months to June, beating the average of analyst estimates of NT$2.37 trillion. Demand for AI-related products drove sales, compensating for a slight decline in demand from consumer electronics and computing products, where soaring memory prices have resulted in widespread...