• UK defence secretary resigns over spending plan — Financial Times - 18:13
• Oil Prices Drop as Trump Reverses Threat to Strike Iran — The New York Times Business - 18:13
• The AI public market floodgates are opening — Financial Times - 18:09
• Trump calls off Iran strikes planned for Thursday night — Financial Times - 18:01
• Accounting Firm Crowe to Sell Stake to KKR in Nearly $3 Billion Deal — Wall Street Journal - 18:00
• SpaceX IPO Draws at Least $5 Billion Order From BlackRock — Wall Street Journal - 17:55
• World Bank Warns Iran War Is Slowing Global Growth — The New York Times Business - 17:42
• Trump’s Canada envoy ‘encouraged’ by Carney’s softer tone on US — Financial Times - 17:40
• ‘Toxic’ social media overwhelms police response to Belfast violence — Financial Times - 17:29
• Skeptics Question Whether SpaceX Is Worth $1.77 Trillion — The New York Times Business - 17:23

This topic covers renewed US and Iran strikes and threats to the Strait of Hormuz, fluctuating oil prices despite China's reduced imports, and tightening metals markets due to the Iran war, alongside Saudi-Lebanon rapprochement and Europe's looming interest rate hikes driven by inflation.

• Saudi Arabia ends ban on Lebanese imports in sign of rapprochement — Financial Times -
• US and Iran exchange fresh wave of strikes — Financial Times -
• FirstFT: Iran threatens Hormuz after renewed US strikes — Financial Times -

• Oil Prices Fluctuate as U.S. Launches New Attack on Iran — The New York Times Business -
• With Inflation Bearing Down, Europe Is Facing Higher Interest Rates — The New York Times Business -
• Why the much-feared crunch in oil markets has yet to arrive — Financial Times -
• China cancels high-level meetings with EU — Financial Times -
• Iran war tightens ‘super-squeeze’ in metals markets — Financial Times -
• Israelis despair as Netanyahu fails to deliver ‘total victory’ — Financial Times -
• A modern tragedy: the Iranian revolution and its legacy — Financial Times -
• China Is Propping Up the World Economy by Importing a Lot Less Oil — Wall Street Journal -
• Trump’s Iran war has propelled China’s cleantech industry — Financial Times -
• What to Know About Drone-Boat Maker Behind Iran Helicopter Crew Rescue — Wall Street Journal -

This topic details the anticipated SpaceX IPO, Elon Musk's ventures defying AI gravity and its implications for wealth creation, Oracle's significant data-center investments, and China's crucial role in robotics manufacturing, as well as the evolving impact of AI on jobs and the need for new tax codes.

• Can SpaceX Defy A.I. Gravity? — The New York Times Business -
• FT readers tell us how AI is changing their jobs — Financial Times -
• ‘Anything could happen’: SpaceX IPO poses big test for Wall Street banks — Financial Times -

• The SpaceX ETF versus ‘hot money’ IPO arbitrageurs — Financial Times -
• Oracle Shares Tumble Amid Pricey Data-Center Build-Out — Wall Street Journal -
• You Have No Idea What a Trillion Dollars Is—and We Have Proof — Wall Street Journal -
• How Tesla’s Stock Listing in 2010 Enabled SpaceX’s I.P.O. — The New York Times Business -
• Why It’s Nearly Impossible to Build a Robot Without China — The New York Times Business -
• State-owned AI — Financial Times -
• We will need a new tax code for the wealth AI creates — Financial Times -
• What the SpaceX IPO Means for This Texas Border Town — Wall Street Journal -

This topic focuses on UK defence spending disputes leading to a secretary's resignation, Labour's fiscal policy debates over public debt and social payments, EU diplomatic and budget challenges alongside Italy's controversial asylum plans, and concerns over the 'Made in Europe' trade plan affecting auto manufacturers.

• John Healey: the ex-trade unionist who privately battled the Treasury — Financial Times -
• UK defence secretary resigns over spending plan — Financial Times -
• Top barrister accused of tax evasion was avoiding ‘red tape’, court hears — Financial Times -

• EU countries weigh ‘tearing apart’ bloc’s diplomatic service — Financial Times -
• Burnham rules out cash for Waspi women after Labour backlash — Financial Times -
• How bond markets can learn to love public debt — Financial Times -
• Meloni wins conditional EU backing for Albania asylum centres — Financial Times -
• Burnham on Waspi women sounds rather like Starmer 2.0 — Financial Times -
• Brussels begins decisive phase of negotiating shared budget — Financial Times -
• A shorter third runway at Heathrow is better than none — Financial Times -
• Can Europe build a new fighter jet after Germany scraps joint venture? — Financial Times -
• Toyota and JLR warn ‘Made in Europe’ plan threatens investment and jobs — Financial Times -
• Meloni’s staff strike against new limits on working from home — Financial Times -
• The UK universities that require no qualifications to enrol — Financial Times -
• Spain’s assets in US targeted by international investors during World Cup — Financial Times -
• Too much inheritance tax planning is driving families apart — Financial Times -

This topic includes Lovesac's tempered outlook and Halma's disappointing guidance, a **$5.1 billion merger between Dana and Eaton's Mobility business, a takeover proposal for Hugo Boss, and regulatory fines for South Korea's Coupang, alongside Wizz Air's suspended guidance due to Middle East conflict and private equity challenges**.

• Lovesac Tempers Outlook as Loss Widens — Wall Street Journal -
• Dana to Combine With Eaton’s Mobility Business in $5.1 Billion Deal — Wall Street Journal -
• Tech, Media & Telecom Roundup: Market Talk — Wall Street Journal -

• Beijing online shopping warning hits shares in Chinese tech groups — Financial Times -
• Energy & Utilities Roundup: Market Talk — Wall Street Journal -
• Wizz Air Withholds Guidance Due to Middle East Conflict — Wall Street Journal -
• Halma Shares Drop After Guidance Disappoints — Wall Street Journal -
• Hugo Boss Targeted for Takeover, Boosting Shares — Wall Street Journal -
• South Korea Fines Coupang $410 Million Over Data-Law Breaches — Wall Street Journal -
• ‘South Korea’s Amazon’ hit with record fine over data breach — Financial Times -
• Kathy Ruemmler helps search for her own replacement as Goldman’s top lawyer — Financial Times -
• Private equity parties as LPs wait for cash — Financial Times -
• Emirates to offer insurance to tempt passengers back to Dubai — Financial Times -
• Japan’s defence and turbine titan scrambles to keep up with $82bn order backlog — Financial Times -
• Lee Raymond, Who Created Global Oil Behemoth Exxon Mobil, Dies at 87 — The New York Times Business -
• How Cracker Barrel’s CEO Saved Her Job by Abandoning Her Own Strategy — Wall Street Journal -
• Jared Kushner’s $5 Billion Albanian Reality Check — Wall Street Journal -

This topic examines the rise of pro-worker conservatives in the US, the business model of white victimhood, the impact of climate change on temperature swings and new net-zero standards for companies, labor disputes like the UAW strike, and the market implications of artificial chocolate.

• The rise of the pro-worker conservative is changing the US — Financial Times -
• The business model of white victimhood — Financial Times -
• Artificial chocolate will show what really shapes global trade — Financial Times -

• In the Protein Era, Even He-Man Is Hawking Supplements — The New York Times Business -
• How to File a Travel Insurance Claim — The New York Times Business -
• Climate Standard Setter SBTi Sets New Rules for Companies Seeking Net Zero — Wall Street Journal -
• Medicare Advantage Plans Often Deny Seniors Access to Special Care, Analysis Shows — The New York Times Business -
• Wild temperature swings are becoming the ‘new normal’, EU agency says — Financial Times -
• UAW Reaches Tentative Deal to End Strike at Supplier to GM Trucks — Wall Street Journal -