Core Insights - The artificial intelligence (AI) narrative is shifting towards national security, with the Trump administration's "Genesis Mission" aiming to double productivity in American science and engineering within a decade, positioning AI as a national security imperative akin to the Manhattan Project [1] Group 1: Government Initiatives and Investments - The U.S. government is driving AI growth through significant investments, exemplified by Amazon Web Services (AWS) committing up to $50 billion to enhance data center infrastructure for government clients, indicating a reliance on federal defense and intelligence budgets for future AI advancements [2] - The administration is emphasizing robotics as a critical component of its strategy to compete with China's manufacturing capabilities, highlighting the need for "physical AI" to enable advanced industrial automation and reshoring of production [3] Group 2: Economic Vulnerabilities and Strategic Needs - U.S. manufacturing costs are reported to be ten times higher than those in China, creating a strategic vulnerability that necessitates a focused approach to advanced manufacturing and robotics [4] - A call for a "National Strategy for Robotics" has been made to address the manufacturing gap and ensure U.S. leadership in this sector [5] Group 3: Investment Opportunities - The policy shift towards prioritizing both software and industrial automation presents new investment opportunities beyond traditional market-cap weighted indices, suggesting a broader opportunity set for financial advisors and investors [6] - The ROBO Global Artificial Intelligence ETF (THNQ) and the ROBO Global Robotics and Automation Index ETF (ROBO) utilize a modified equal-weighting methodology, which diversifies exposure away from mega-cap companies and focuses on mid-cap and specialized players crucial to this sector rotation [7]

Do you see this as a signal that the mood is changing and that national security is now the United States not having its technology sold internationally. Not that the US technology will be allowed out of the US into, say, China's hands. Yeah, there's a very specific point of distinction of what the omission of that that Rulemaking and the GAIN Act provides for the original proposal was that in video would have to prioritize American customers for the lead edge chips over a potential export customer, which w ...

Do you see this as a signal that the mood is changing and that national security is now the United States not having its technology sold internationally. Not that the US technology will be allowed out of the US into, say, China's hands. Yeah, there's a very specific point of distinction of what the omission of that that Rulemaking and the GAIN Act provides for the original proposal was that in video would have to prioritize American customers for the lead edge chips over a potential export customer, which w ...

Anthropic CEO Dario Amodei spoke today at the New York Times DealBook Summit."We're building a growing and singular capability that has singular national security implications, and democracies need to get there first." https://t.co/SidRJKMEpl ...

with breaking news involving Defense Secretary Pete Hgsathth. >> The Pentagon Inspector General has concluded that the Secretary shared secret military information in a group chat back in March. That is according to two people who have read the Inspector General's report.The report also found that the information could have put the lives of American troops at risk. A redacted version is expected to be released publicly by tomorrow. That revelation comes as Secretary Hegsath faces growing scrutiny from Congr ...

Let's quickly get to Capitol Hill and Nvidia CEO Jensen Wong about to meet with Senate Banking Committee. >> American leadership is really important and so we we have to work together to ensure national security that we can lead technologically around the world and have the world build on American technology. >> Any concerns about your chips going to China.Uh, of course there is and uh we have to ensure that United States has the best technology at all times. Uh, but that United States uh technology industr ...

Is he correct there, David, that this machinery does not pose a national security risk. Now, unfortunately, there are major concerns across the US government, across the US intelligence community and law enforcement from the Congress, from the Senate Intelligence Committee, that actually this equipment poses certain major national security vulnerabilities, both with respect to hostile intelligence collection and with respect to the ability of China potentially to use these machines to sabotage the US power ...

RT NCTC Director Joe Kent (@NCTCKent)The barbaric terrorist attack in Washington D.C. by an Afghan terrorist has spurred righteous outrage over the Biden admin’s policy of importing people hostile to our nation.It is true that the terrorist who conducted the attack in D.C. was “vetted” by the intelligence community, however he was only vetted to serve as a soldier to fight against the Taliban, AQ, & ISIS IN Afghanistan, he was NOT vetted for his suitability to come to America and live among us as a neighbor ...

The UK will adopt a more pro-business approach to China but not trade its national security for greater trade ties, Keir Starmer said as he sought to clarify his Labour administration’s approach to the Asian nation https://t.co/qWbQCftKkw ...

Core Insights - North American Niobium and Critical Minerals Corp. has announced a fully-funded exploration program for 2026, focusing on its 29,936-hectare land package in Quebec, targeting niobium and rare earth elements [1][19] - The exploration strategy aims to confirm and expand multiple targets within geological environments known for hosting critical element deposits, with a total budget of approximately $2.69 million allocated for various exploration activities [6][20] Exploration Program Overview - The 2026 exploration program will be conducted in four stages: geophysics, surface geochemistry, bedrock sampling, and drilling [6][20] - The company plans to execute a 6,000-meter drilling program, with a significant portion of the budget allocated to drilling costs estimated at $1.9 million [15][16] Historical Assays and Comparisons - Historical assays from the company's properties show promising grades for rare earth elements, with 2.7% total rare earth oxides at Blanchette and 0.68% at Bardy, which are competitive with established global producers [2][4] - For niobium, the company's grab sample at Seigneurie showed 0.32% Nb, indicating strong early-stage potential consistent with proven niobium-bearing systems [3][4] Importance of Niobium - Niobium is classified as a critical mineral by Canada and the U.S., essential for various applications including high-strength steel and clean energy technologies, highlighting the need for a reliable domestic supply [18][19] - The concentration of global niobium supply poses a national security risk for North American industries, making the establishment of local sources vital [18][19] Quebec's Geological Potential - Quebec is recognized as a premier jurisdiction for critical mineral exploration, with significant geological potential and government support for mining activities [19][20] - The Grenville Province, where the company's properties are located, remains largely underexplored, offering opportunities for new discoveries [19][20]