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Zimbabwe Lithium Export Ban Tightens Global Supply

Zimbabwe halted lithium concentrate exports, sparking a sharp rally in lithium carbonate futures and lifting Australian miner stocks. The move tightens near-term battery-material supply and forces downstream buyers to scramble for alternatives.

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Startups & Venture

NVIDIA Outpaces, Salesforce Reframes AI Growth

NVIDIA posted another results beat driven by surging inference and training demand while clarifying that early headline frameworks around partner financing were illustrative rather than binding; Salesforce emphasized product-led, subscription-based AI monetization that will materialize as customers adopt workflows over quarters. The juxtaposition underscores a near-term market premium for raw compute and systems capacity and a medium-term prize for workflow-embedded software — with supply-chain constraints, hyperscaler capex plans and emerging ASIC adoption shaping who captures value and when.

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Markets & Economy

Raízen SA: Presidential intervention to avert corporate collapse

President Luiz Inácio Lula da Silva summoned owners and lenders to salvage Raízen , bringing Cosan , Shell and BTG Pactual into direct negotiations. The meeting elevated the likelihood of a managed rescue while exposing broader stress across Brazil’s biofuels and credit markets.

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Aerospace & Defense

Kim Jong Un Recasts Nuclear Strategy, Ties Arsenal Growth to US Recognition

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Markets & Economy

Supreme Court Appears Split Over Tax-Foreclosure Payouts

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Policy & Geopolitics

Judge Brian E. Murphy Blocks Third-Country Deportation Policy

A federal judge temporarily enjoined a practice that sent noncitizens to unrelated third countries without adequate pre-removal process, citing due-process defects and imposing a 15-day administrative pause. The decision arrives amid broader evidence of operational breakdowns — including wrongful removals, decentralized information chokepoints and a high‑profile Minneapolis enforcement sweep that sparked legal and civic backlash — amplifying the ruling’s practical and political consequences.

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Cisco SD‑WAN Compromised; CISA and Five Eyes Order Emergency Hunts

CISA and Five Eyes partners warned of active exploitation against Cisco SD‑WAN, flagging two tracked CVEs and urging immediate hunts, log preservation, and patching. The alert joins a string of rapid, high‑impact exploit events (Fortinet, SolarWinds and other KEV additions), compressing remediation windows and forcing both near‑term incident response and longer‑term edge‑device inventory and replacement planning.

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Google integrates Intrinsic robotics software into core AI and Cloud stack

Google moved Intrinsic's Flowstate robotics platform into its main Cloud and AI teams, aligning robotics software with Gemini and Cloud infrastructure to accelerate enterprise automation. The reorientation pairs Flowstate with sales channels and partners such as Foxconn and Nvidia and signals a push toward robotics-as-a-service that will reshape systems integrator dynamics and procurement patterns.

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Department of Energy Pushes Major Geothermal Funding, Reshapes Power Mix

The Department of Energy announced a multi-hundred-million dollar geothermal funding opportunity that accelerates next‑generation geothermal deployment and alters clean‑energy investment signals. Complementary developments — an imminent commercial enhanced geothermal start in Utah and new DOE‑hosted ground‑source case studies — give practical performance data even as EIA projections show 2026 capacity additions will be dominated by solar, batteries, and wind, tightening the near‑term market window for geothermal.

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Israel's Far-Right Pushes to Cement Gaza Presence

Hardline Israeli ministers, led by Bezalel Smotrich, are converting a narrow diplomatic opening in a US-mediated framework into concrete administrative and security proposals to place Israeli institutions and processes inside Gaza; parallel proposals for externally driven reconstruction and simultaneous shifts in West Bank land policy suggest a coordinated, multi-front strategy to lock in territorial and governance gains.

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AI & Technology

Intuitive Machines: Shares Slide After $175M Placement for Orbital Data Center Push

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Climate & Energy

Engie to Acquire UK Power Networks in £10.5bn Transaction

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Markets & Economy

Trump Proposal to Block Large Investors from Buying Single‑Family Homes Raises Market Risk

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AI & Technology

Vusion, Qualcomm Unveil AI-Native Store Operating System

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Startups & Venture

Anthropic acquires Vercept to accelerate desktop-agent capabilities

Anthropic has acquired Vercept, absorbing its engineering team and underlying UI‑grounding technology while Vercept’s desktop product will be decommissioned within 30 days. The deal fast-tracks Anthropic’s ability to embed screen-level perception and action into Claude/Cowork capabilities and aligns with recent product moves (Cowork Windows, Opus 4.6, connectors) that push multi-step, auditable enterprise agents.

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Federal Reserve Bank of New York Signals a Higher Neutral Interest Rate

New York Fed research links a weaker appetite for sovereign bonds to a roughly one percentage point rise in the global neutral short-term rate since 2019. Senior Fed officials separately flag AI-driven productivity as an additional potential upward pressure on r*, creating two distinct — and policy-relevant — explanations for higher equilibrium rates.

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Aerospace & Defense

NASA confirms Mike Fincke triggered early Crew‑11 return

NASA says pilot Mike Fincke required Earth-based diagnostic imaging, prompting Crew‑11 to end roughly one month early and a compressed handover. The episode exposed diagnostic limits aboard the ISS and prompted an accelerated Crew‑12 launch to restore full staffing.

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Policy & Geopolitics

Iceland Prime Minister Signals Referendum to Restart EU Membership Talks

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Markets & Economy

Norges Bank Investment Management Rebukes Single-Study Retraction on Climate Costs

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Policy & Geopolitics

Alphabet to Trial Search Ranking Changes Ahead of EU Oversight

Alphabet will test a new search layout in Europe that elevates independent vertical search engines for travel queries as part of a compliance posture under the Digital Markets Act, while Brussels pursues parallel probes into ad-auction mechanics, data-sharing and publisher complaints that may demand deeper technical remedies.

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