How US-Israel attacks on Iran threaten the Strait of Hormuz, oil markets – Al Jazeera

  1. How US-Israel attacks on Iran threaten the Strait of Hormuz, oil markets  Al Jazeera
  2. After Iran Attacks, Ship Traffic Plummets in Strait of Hormuz  The New York Times
  3. U.S. crude oil set to top $70 a barrel when trading begins on fears of Iran supply disruption  CNBC
  4. Iran's revolutionary guards tell ships passage through Strait of Hormuz 'not allowed', EU naval mission official says  Reuters
  5. Trump’s Iran strikes risk hitting American pocketbooks if they last  The Washington Post
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Afghanistan says it thwarted Pakistani airstrike on Bagram Air Base as fighting enters 4th day – AP News

  1. Afghanistan says it thwarted Pakistani airstrike on Bagram Air Base as fighting enters 4th day  AP News
  2. Why are Afghanistan and Pakistan fighting?  BBC
  3. Afghanistan fires at Pakistani jets over Kabul as conflict intensifies  NBC News
  4. Pakistani and Afghan forces clash as diplomatic efforts intensify  Reuters
  5. Has India’s influence in Afghanistan grown under the Taliban?  Al Jazeera
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Many of Trump’s own voters didn’t want to attack Iran. Now he has to win them over. – Politico

  1. Many of Trump’s own voters didn’t want to attack Iran. Now he has to win them over.  Politico
  2. Opinion | Trump’s Iran operation is the opposite of a ‘one and done’  The Washington Post
  3. Will Iranians Rise Up? Here Are the Odds.  Politico
  4. Trump Rolls the Iron Dice With Iran  The Atlantic
  5. After Khamenei: Planning for Iran’s Leadership Transition  Council on Foreign Relations
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AI-resistant ‘halo’ stocks drive UK and EU markets to record highs

Investors shifting to ‘heavy-asset, low-obsolescence’ companies insulated from disruption, says Goldman Sachs

Investors have a new mantra as they prepare for AI to shake up the global economy – the Halo trade.

Interest in Halo – short for “heavy assets, low obsolescence” - has risen as investors seek out companies with tangible, productive assets, which might be insulated from AI disruption, such as energy and transport infrastructure companies.

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US-Israel war on Iran: Ayatollah Ali Khamenei confirmed dead by state media; Iran launches fresh strikes – latest reports

US president says Khamenei’s death is ‘justice for the people of Iran’ as he repeats call for regime change; Iran targets US bases in region

Loud explosions were heard early on Sunday near Erbil airport, which hosts US-led coalition troops in Iraq’s autonomous Kurdistan region, AFP reported. Thick black smoke was rising from the airport area.

On Saturday, US-led coalition forces downed several missiles and explosive-laden drones over Erbil.

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