Markets, AI, and Middle East

The biggest throughline today is exposure. Public markets may be getting pushed toward giant AI and space valuations they can’t properly verify, while a fragile Iran ceasefire is easing oil panic without fixing the supply shock underneath it.SpaceX valuation and index riskAI IPOs and private-credit blind spotsSpaceX buys CursorAI at work and AI replacing workDeepfake nudes and faster regulationIran deal, oil, and shipping realityIsrael, G7 fractures, and Trump’s posturePolitics, primaries, and defense industry movesOther signals worth your attentionCulture and audience shiftsSources:FT News Briefing — Extended version: Why Elizabeth Warren is worried about SpaceXWSJ What’s News — SpaceX Makes a $60 Billion Bet on Its AI FutureWSJ What’s News — Why the Iran Peace Deal Won’t End Rate HikesGlobal News Podcast — Trump criticises Israel over ongoing strikes in LebanonFT News Briefing — Why Elizabeth Warren is worried about SpaceXUp First from NPR — Israel Reacts To Iran Deal, Trump Meets World Leaders At G7, Georgia Primary PreviewThe Daily — A Gen Z Revolution at the MoviesGlobal News Podcast — After Iran deal, Trump focuses on UkraineThis podcast was created with Podkey. Make your own at https://podkey.fm