Yesterday, President Trump said he would ask the Supreme Court for an expedited ruling to overturn an appeals court decision that found most of his tariffs are illegal. Joining us now is Ben Shapiro, co-founder of the Daily Wire. Uh his latest book, Lions and Scavengers, The True Story of America, uh and her critics, uh is out.We could have started rolling the cameras. Uh we we're we're almost ready to do that. Uh aren't we dur during >> I think we should start a YouTube show during the commercial break.No ...

Core Viewpoint - Hongchang Electronics (603002.SH) has successfully obtained evaluation certifications from major end-users such as Intel and AMD for its GA-686 series high-speed substrates, indicating strong performance and ongoing participation in certification promotions across various platforms and manufacturers [1] Group 1 - The GA-686 series high-speed substrates exhibit superior performance [1] - The company has achieved relevant evaluation certifications from Intel and AMD [1] - Hongchang Electronics is actively involved in certification promotion with other platforms and manufacturers [1]

Core Insights - Caliber has established a Crypto Advisory Board (CCAB) to oversee its Digital Asset Treasury (DAT) Strategy, focusing on accumulating LINK tokens for long-term value and yield generation [1][3] - Michael Trzupek has been appointed as the first member of the CCAB, bringing extensive experience in finance and blockchain infrastructure [1][2][3] - The DAT Strategy aims to strengthen Caliber's balance sheet and connect traditional real estate markets with the digital financial ecosystem [3][4] Company Overview - Caliber (NASDAQ: CWD) is an alternative investment firm managing over $2.9 billion in assets, specializing in hospitality, multi-family residential, and industrial real estate [4] - The company launched its Digital Asset Treasury strategy in 2025, focusing on LINK, the token associated with Chainlink's blockchain infrastructure [4] Leadership and Strategy - Michael Trzupek's background includes roles at Imagination Technologies and Core Scientific, where he managed treasury and investment operations [2][3] - The leadership believes Trzupek's expertise will be crucial in executing the LINK DAT Strategy effectively [3]

Core Viewpoint - The strategic investment by Kela Software in security chips and the integration of secure databases with security chips addresses critical issues in China's digital security landscape, particularly the reliance on foreign technology and the need for self-sufficiency in key technologies [1][2]. Group 1: Challenges and Necessity - Database security is essential for national security and economic stability, especially in critical infrastructure sectors like finance and energy, yet China faces significant challenges in self-sufficiency and security threats [2]. - The reliance on foreign technologies for financial-grade databases and high-end security chips poses risks, particularly in the event of international tensions [2]. - The collaboration between Kela Software and Dosi Technology aims to address the performance bottlenecks of traditional database protection methods by integrating hardware-level security with database systems [2]. Group 2: Strategic Significance - The partnership is a crucial step in advancing China's information technology application innovation (信创产业), contributing to technological independence and national security [3]. - The integration of secure databases and security chips creates a "soft and hard" defense system, enhancing the protection of critical information infrastructure [4]. - The collaboration aligns with national policies and is likely to attract government support, reducing investment uncertainties [4]. Group 3: Technological Innovation - The innovative aspect of this collaboration lies in the first-time integration of security chips with databases, creating a new paradigm that balances high performance and security [5][6]. - Dosi Technology's reconfigurable logic technology allows for dynamic adaptation to various security scenarios, enhancing the overall efficiency and security of financial transactions [5]. - The collaboration is expected to set new industry standards and support emerging technologies like 6G and the metaverse [6]. Group 4: Industrial Ecosystem - The partnership aims to build a closed-loop ecosystem that covers the entire process from research and development to application, addressing the fragmentation in the industry [7]. - By integrating resources across the supply chain, the collaboration seeks to reduce costs and accelerate commercialization in the financial sector [7]. - The initiative is expected to stimulate the development of related industries, potentially creating a market worth hundreds of billions [7][8]. Group 5: Economic and Social Impact - The domestic production of security chips is projected to reduce deployment costs for secure databases by over 30%, facilitating cloud adoption for small and medium enterprises [9]. - The collaboration represents a significant step in the development of the信创产业, promoting technological self-reliance and enhancing data privacy protections [9]. - The initiative is anticipated to create new job opportunities in the fields of security chips and secure databases, addressing structural employment challenges [9]. Conclusion and Outlook - The collaboration between Kela Software and Dosi Technology not only represents corporate innovation but also embodies national strategic goals, aiming to reshape the global security technology landscape and transition China from a follower to a leader in this domain [10].

Core Viewpoint - The U.S. government's conversion of $8.87 billion in CHIPS Act grant money into equity in Intel is seen as a complex situation where potential benefits may outweigh the drawbacks for Intel shareholders [1][26]. Group 1: Government Investment and Its Implications - The U.S. government will receive approximately 433 million shares of Intel at $20.47, representing about 8.85% of the company [1]. - This move is unusual in the context of U.S. free market capitalism, raising questions about government involvement in private companies [2]. - The conversion of grant money into equity may dilute existing shareholders unexpectedly, which sets a concerning precedent [4]. Group 2: Financial and Operational Impact - Intel has received the first $5.7 billion of the grant, with an additional $3.2 billion contingent on fulfilling commitments under the Secure Enclave program [12]. - The government’s stake may help Intel's balance sheet and alleviate certain burdens, such as workforce requirements and an "excess profits" clause [13]. - The government’s involvement could potentially influence customer decisions, nudging them towards Intel's foundry services [14][15]. Group 3: Risks and Challenges - Intel's international sales, which account for 76% of total sales, may be jeopardized due to the government's stake [5]. - Historical context suggests that boards of directors, including Intel's, may struggle with self-regulation, complicating shareholder influence [9][10]. - The timing of Softbank's $2 billion investment alongside the government's stake raises questions about the influence of government backing on investor confidence [17][21]. Group 4: Future Prospects - The government's investment may signal confidence in Intel's technology and potential turnaround, especially with the upcoming production of the 18A node [22][24]. - Intel's advancements in technology, such as the 18A node innovations, could position the company favorably in the semiconductor market [24][25]. - The overall sentiment suggests that if Intel can attract more customers for its foundry services due to the government's stake, the deal could ultimately be beneficial [26].

I'm a Ukraine-based seasoned investor, who firsthand experienced what’s it like to live in an environment full of systemic geopolitical shocks when the war came to my home country. Despite this, I managed to build an all-weather portfolio that has been able to thrive in volatile markets. My goal is to help investors find event-driven geopolitical ideas that can generate strong returns during periods of economic and political uncertainty.Analyst’s Disclosure:I/we have a beneficial long position in the shares ...

Welcome back. And joining me now is Democratic Congressman Ro K Connor of California. Congressman Kana, welcome back to Meet the Press.>> Good morning. Thanks for having me on. >> Well, it's wonderful to have you back.And I do want to start with the CDC congressman. President Trump's decision to fire the CDC director Susan Minarz just weeks after she was sworn in and after she clashed with HHS Secretary Kennedy over the issue of vaccines. Four other top CDC scientists quit in protest.Now, I had the opportun ...

President Trump’s forays into private business appear to be driven by money rather than an overarching plan to bolster American competitiveness, as in the case of Intel, WSJ’s Greg Ip writes https://t.co/qhmeQShcqk ...

Group 1 - Intel received $5.7 billion in funding from the CHIPS Act, which grants the US government a 10% stake in the company [1] - The finance chief of Intel, David Zinsner, indicated potential for additional external investments, particularly in the foundry segment [2] - Intel's second-quarter earnings exceeded Wall Street estimates, but the stock fell by 8% due to concerns regarding its foundry unit [4] Group 2 - The White House is still finalizing details regarding the stake acquisition, with ongoing discussions led by the Department of Commerce [5] - Intel warned in a corporate filing that the deal with the US government could lead to adverse reactions from various stakeholders [6] - There may be potential litigation and increased scrutiny related to the transaction [7] Group 3 - Intel was previously awarded $8.5 billion from the CHIPS Act, which was later reduced to approximately $7.85 billion, making it one of the top recipients of federal funding [11]

Group 1 - The U.S. government has invested $5.7 billion in Intel, acquiring a 10% stake in the company [1] - Intel's CFO indicated the potential for seeking additional outside investment for its foundry business [1] - The investment announcement followed Intel's better-than-expected second-quarter results, despite an 8% drop in shares due to concerns over the foundry unit [2] Group 2 - The foundry unit, which manufactures chips for other companies, is seen as a key area for future cash raising opportunities [2] - Intel's CFO mentioned that outside investors may have opportunities in the foundry business, which could support its growth [2]