Oil Shock and AI Risk

The big practical shift today is simple: a shipping choke point is now an inflation story, a rates story, and a policy story all at once. Energy risk is spreading into bonds, tech financing, and Middle East security planning.Red Sea oil disruptionMarket reaction and yieldsAI spending meets higher ratesAI security and governanceSaudi nuclear deal and regional riskIran conflict and military costsTrade, platforms, and competitionIndia protests and global crisesU.S. politics watchSources:FT News Briefing — Oil hits $100 and drives global bond sell-offThe Daily — Why Is the U.S. Building the Saudi Nuclear Program While Destroying Iran’s?Up First from NPR — Saudi Uranium Enrichment Deal, Trump Defends Iran War, GOP Congress Out Of SyncWSJ What’s News — Oil Nears $100 as Trump Considers Expanding Iran ConflictGlobal News Podcast — Houthis in Yemen target Saudi oil exportsGlobal News Podcast — Anger in Venezuela one month on from earthquakesWSJ What’s News — Trump Administration Announces New Tariffs on Over 80 CountriesThis podcast was created with Podkey. Make your own at https://podkey.fm