The Pentagon is rolling out a new set of restrictions for the press. According to a 17-page memo from the Defense Department, journalists can no longer gather or report information, even if it's unclassified, without government approval. They've also been banned from accessing entire areas of the building without an escort.Reporters who refused to do this, refused to sign this new pledge, agreeing to these extensive rules, will have their credentials revoked. Critics are calling it a major blow to the First ...

Group 1 - Oracle is set to recreate and secure the U.S. version of TikTok's algorithm as part of a deal involving U.S. investors acquiring the platform from ByteDance [1][2] - The new ownership structure will allow U.S. investors to control TikTok's recommendation software, with Oracle retraining the algorithm from scratch [2][3] - U.S. user data will be stored in a secure cloud managed by Oracle, preventing access from foreign entities, including ByteDance [3][4] Group 2 - The deal involves a group of investors led by Oracle, Silver Lake, and Andreessen Horowitz, who will collectively hold approximately 80% of TikTok U.S. [4][5] - The U.S. government is expected to receive a multibillion-dollar fee for facilitating the transaction, raising concerns among legal and ethics experts [5][6] - The current plan differs from earlier proposals, as it maintains the existing app while restructuring the underlying infrastructure related to ownership, data, and algorithms [7]

Core Viewpoint - Oracle's stock rose 3% following the confirmation of its involvement in a consortium to control TikTok's US operations, alongside a CEO shakeup announcement [1] Group 1: TikTok Deal - A senior White House official confirmed that TikTok's US operations will be moved into a new joint venture based in the US, with American investors holding a majority stake and control of the board [2] - Oracle and Silver Lake will lead the new venture, while ByteDance will retain less than 20% equity [2] - The deal includes plans to copy TikTok's recommendation algorithm and place it under US control for retraining, with Oracle serving as the security provider [3] - The algorithm will be regularly inspected by US government officials to ensure compliance with security requirements [4] - The US government will not take equity or a board seat but may charge a fee for facilitating the deal [5] - Analysts view Oracle's involvement positively, as it allows the company to continue its partnership with TikTok, which is projected to contribute 5% to OCI's revenue in the 2025 fiscal year [6] Group 2: CEO Changes - Oracle announced the appointment of two new co-CEOs, Clay Magouyrk and Mike Sicilia, to replace current CEO Safra Catz [7] - Clay Magouyrk previously served as president of Oracle Cloud Infrastructure, while Mike Sicilia was president of Oracle Industries [7]

Core Insights - The Stibnite Gold Project has received a conditional Notice to Proceed from the U.S. Forest Service, allowing development to commence upon financial assurance posting, marking a significant milestone after over 8 years of permitting review [1][2][16] - The project is expected to produce the only mined reserve of antimony in the U.S., which is critical for military applications, and aims to supply up to 35% of U.S. antimony demand during its first six years of operation [4][5] - The project is positioned to create significant economic benefits, including over 950 jobs during construction and more than 550 jobs during operations, while also addressing environmental contamination from previous mining activities [7][8] Company Overview - Perpetua Resources Corp. focuses on the exploration and redevelopment of gold-antimony-silver deposits in the Stibnite-Yellow Pine district of Idaho, with the Stibnite Gold Project being one of the highest-grade open-pit gold deposits in the U.S. [9] - The project is backed by $80 million in Department of Defense funding and is aligned with the U.S. Army's 'Ground-to-Round' strategy to establish a domestic supply chain for critical minerals [1][3] Industry Context - Antimony is classified as a critical mineral essential for technology, defense, and energy applications, with China currently dominating global supply, accounting for about 80% of U.S. imports [5] - The Stibnite Gold Project aims to reduce U.S. reliance on foreign sources for antimony, especially following China's export restrictions in 2024 [5][6] - The project is expected to produce approximately 450,000 ounces of gold annually over its first four years, providing financial support for antimony production [5]

Treasury Secretary Scott Bessant told us earlier this week that he's hopeful ahead of President Trump uh and President Xi's meeting today on Tik Tok's future in the US, but not everyone is sharing in that optimism. Joining us now, Congressman John Molinar is the chairman of the China uh Select Committee. And and Congressman, I was kind of saying it tongue and cheek that nuances is the word. It always is the word of the day.Um what is we we've always decided it was a big security concern and then we started ...

Speaker Johnson, um the American agenda has had a way of having some backlash on some American companies and we're kind of seeing that play out with Nvidia this morning. We just gave a comment from Nvidia's CEO where there's an article out today in the Financial Times that says Chinese authorities have told Chinese companies that they are no longer to use any chips uh or buy any chips from Nvidia. They're to cancel the orders that they have.It's probably because of the trade talks that are taking place righ ...

I think we're all looking ahead to this fifth meeting, this fifth meeting, this fifth summit. Um, very quickly, what was your take on this previous summit that just happened in Madrid. And what are your expectations for the one coming up.>> Well, honestly, Frank, I think, uh, you hit on this a little bit. We have been now after the Madrid round four rounds in and still we've only been talking about sort of tactical short-term issues. None of these dialogues have yet to address the underlying issues that ani ...

Industry Overview - Rare earth mineral stocks are gaining traction due to increasing global demand for electric vehicles (EVs), renewable energy, and advanced technologies, which are critical for producing permanent magnets, batteries, and high-performance materials [1] - Only a few companies outside China are successfully developing competitive supply chains in this sector [1] Company Spotlight: Energy Fuels (UUUU) - Energy Fuels has announced a breakthrough catalyst with domestically produced rare earth oxides integrated into commercial-scale permanent magnets for EVs, leading to a 6% increase in share price [2] - The company is recognized as the largest domestic producer of uranium in the U.S. and is involved in the exploration and sale of rare earth elements [4] - Energy Fuels has a market cap of approximately $2.6 billion and has seen its share price increase by 160% over the past year, significantly outperforming the S&P 500's 17% gain [5] Strategic Partnerships - Energy Fuels has established partnerships with U.S.-based companies to secure offtake and end markets for its rare-earth oxides, including a memorandum of understanding with Vulcan Elements to supply high-purity NdPr and dysprosium oxides [6] - Initial shipments of NdPr and Dy to Vulcan are expected in Q4 2025, with plans for longer-term supply contracts following material validation for magnet production [6] Financial Metrics - Energy Fuels currently trades at a price-to-sales (P/S) ratio of 35, which is significantly higher than the sector median of 1, indicating a challenging valuation compared to peers [5]

Asia-Pacific markets opened mixed as investors kept an eye on the talks between the U.S. and China in Spain, and awaited a slate of data from Beijing.U.S. and Chinese officials began talks in Madrid Sunday to discuss key national security, economic, and trade issues, including the upcoming deadline to divest Chinese short video app TikTok and U.S. tariffs.Delegations led by U.S. Treasury Secretary Scott Bessent and U.S. Trade Representative Jamieson Greer met with their counterparts, Chinese Vice Premier He ...

Space. National security. Satellite markets. Extraterrestrial life. Solana. 🌌What do all these have in common? Find out in the first episode of the Bits to Bricks pod ft. @AllPlanets and Tristan Henley with @amiravalliani.Listen and subscribe 👇 https://t.co/YsMLbx5uVM ...