China's commerce ministry added 20 Japanese entities to its dual-use export control list, including the National Institute for Defense Studies and units of Mitsubishi, Komatsu and Fujitsu, citing Japan's remilitarisation and nuclear ambitions.
Sovereign funds ($29T) shift to energy, eyeing dollar risks. Returns may rise, but currency volatility is a concern.
Nvidia's portfolio shines with high ROE stocks, signaling strong balance sheets and potential for growth.
AI code generation booms, cutting human review. Valuations soar, but complexity is the new bottleneck.
Preview - Goldman Sachs on June nonfarm payrolls at 130k, flagging a 40k World Cup distortion, a 10k government drag, and a persistent downward revision bias in state education hiring.
Retirees face surprise Medicare premium hikes (IRMAA) 2 yrs post-house sale. Income surge triggers costs.
Google caps Meta's Gemini AI use amid capacity crunch. GOOG tops Verizon returns.
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