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Group 1: Nvidia's Network Technology Business - Nvidia's network technology business is rapidly growing and has become a dark horse, with revenue from this segment reaching $12.9 billion, surpassing the gaming segment's revenue of $11.4 billion [3] - The network business, which includes NVLink, InfiniBand, and Ethernet solutions, is crucial for enabling AI applications by facilitating communication between chips and servers [3] - Despite only accounting for 11% of the data center business revenue, the network segment is experiencing significant growth and is gaining more attention from investors [3] Group 2: Starlink's Declining Appeal in Kenya - Starlink's appeal in Kenya is diminishing due to high costs and low speeds, leading users to switch to local providers that offer faster and cheaper services [5] - In the first quarter of 2023, Starlink lost over 2,000 users in Kenya, which represents more than 10% of its local user base [5] - Originally aimed at bypassing government internet access regulations, Starlink's service is now facing challenges in urban areas, raising questions about its future in remote towns [5] Group 3: Brazil's Oil Exploration Amid Climate Leadership Claims - Brazilian President Lula has shifted his stance on the development of key minerals and rare earths, now viewing it as a matter of national sovereignty while still engaging in negotiations with other countries [7] - Despite hosting the upcoming COP30 climate conference, Brazil is increasing oil exploration, with the national oil company seeking to find more oil off the Amazon coast [7] - Oil is projected to surpass soybeans as Brazil's top export product in 2024, highlighting the country's reliance on oil production to support its economy [7] Group 4: Oil Market Tensions - The oil market remains tense as OPEC's attempts to increase production during the summer high demand season have proven difficult [9] - Some member countries are struggling to boost output, while others face restrictions due to previous overproduction [9] - Brent crude futures have recently risen to around $68 per barrel, significantly higher than the low of approximately $58 in April 2025, indicating ongoing market volatility [9]