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Glencore’s strategic allure highlighted by sale of mining assets to U.S. government-backed entity16:03 The upshot of Glencore selling a stake in its DRC business to a U.S. government backed entity is a cash injection and a potential derisking of its mining operations. These 2 charts show why buying a house is the hardest it’s been in decades16:03 Home buyers across America have had little relief from sky-high home prices over the last few years. Two charts explain why that’s not likely to change soon. The most important Amazon earnings figure comes with a high bar this time15:27 To impress investors, Amazon will need to show continued momentum in its cloud-computing business. But the real number to beat may be higher than the consensus view of 21% growth. Another missile maker partners with the Trump administration, and the stock rises to record heights15:27 RTX’s Raytheon unit announced five agreements with the Pentagon to boost capacity and deliveries of Tomahawk and interceptor missiles. Investors were braced for an AI fallout — just not this one, popular strategist says.13:42 Nomura’s Charlie McElligott says second-order AI disruption worries have arrived early. Investors need to get ready. |