An ally of Norway’s re-elected Labor Party wants to see more companies linked to Israel’s war in Gaza to be sold off from the Nordic nation’s sovereign wealth fund as a condition of its support https://t.co/7Mv9QgH1A0 ...

Norway’s $2 trillion sovereign wealth fund is looking to expand its renewables investments, including into assets such as power grids, according to its global head of energy and infrastructure https://t.co/9pVzV7VUEH ...

Norway’s $2 trillion sovereign wealth fund has long claimed to be apolitical, but a recent controversial decision has stoked anger across the Atlantic https://t.co/8EoZqlt6q5 ...

The world's largest sovereign wealth fund is getting dragged into Norway's election https://t.co/uJWO3ozbgF ...

Geopolitical & Policy Risk - A US Republican senator, closely tied to President Trump, intends to push the administration to limit visas for executives of the Norwegian sovereign wealth fund [1] Investment & Divestment - The senator's action is in response to the Norwegian sovereign wealth fund's divestment of its holdings in Caterpillar, a heavy-equipment manufacturer [1]

Do you think we should have a sovereign wealth fund. >> I think that we should start a sovereign wealth fund right now. And who should fund it.The great news is that these Trump tariff deals come with huge amounts of capital that these other countries have committed to spending inside the United States. We've exceeded a trillion dollars of inbound capital on the investment side. We get 90% of the upside.A lot of that capital should be the seed capital for a sovereign wealth fund. The concern I have is anyti ...

An angry outburst by US Senator Lindsey Graham at Norway’s sovereign wealth fund over its divestment of Caterpillar prompted a response by the Nordic nation’s prime minister https://t.co/0URyhYOnqM ...

Semiconductor Industry & Government Investment - The U S government's potential investment in Intel is viewed as a utility play to build domestic refinery capacity and capability, rather than a sovereign wealth fund play [2] - Government support for Intel is considered crucial due to its size and importance to national security, especially given global political pressures related to Taiwan [3][6] - Intel's potential to become a TSMC substitute or backup is highlighted, with the government potentially motivating Nvidia and AMD to commit volume to Intel's fab and packaging [5] - Transforming Intel into a third-party refining business model, similar to TSMC, and building a domestic supply chain is seen as a decade-long project [7][11][12] Nvidia's Performance & Supply Chain - Nvidia's data center revenue is facing supply constraints rather than demand issues, with Blackwell chips and TSMC capacity sold out well into next year [13][14] - Despite supply chain bottlenecks, Nvidia's revenue met forecasts, indicating strong performance [14] - CoreWeave's earnings report shows 200% year-over-year growth with EBIT margins north of 60%, reflecting positive trends in the sector [15] Technology & Competition - Export-ready versions of Nvidia's Blackwell chip are significantly ahead of domestic Chinese alternatives, and the gap is expected to widen with future Rubin chipsets and TSMC's advancements [18] - TSMC is expanding its global footprint with 15 new fabs and plans to begin packaging in its Arizona facility, addressing critical supply chain vulnerabilities [10]

Core Insights - The world's largest sovereign wealth fund, Norges Bank Investment Management (NBIM), has divested from U.S. machinery manufacturer Caterpillar and five Israeli banks due to concerns over their involvement in conflicts in the West Bank [2][3] - NBIM's decision was influenced by its ethics council, highlighting the risk of these companies contributing to serious violations of individual rights in war situations [3] - The fund's divestment includes a $2.4 billion stake in Caterpillar, which was reportedly involved in the unlawful destruction of Palestinian property [4] Company Actions - NBIM will divest from several Israeli banks, including First International Bank of Israel, Bank Leumi, Mizrahi Tefahot Bank, and Bank Hapoalim, due to their financial services supporting construction in Israeli settlements deemed illegal under international law [5] - The fund is under increasing political and public pressure to divest from firms linked to conflicts in Palestinian territories, especially with upcoming elections in Norway [6] Investment Strategy - NBIM is reviewing its investments in Israeli companies following a request from Norway's Ministry of Finance, which raised concerns about the situation in Gaza and the West Bank [7] - The fund plans to sell all holdings in Israeli companies outside its equity benchmark index and has already reduced the number of Israeli companies in its benchmark from 56 to 38 [7] - NBIM is balancing its mandate to generate high net returns while managing potential political backlash in the U.S., where approximately 55% of its equity investments are located [8]

President Trump announcing Intel has agreed to give the US government a 10% stake in the company. Joining us right now, talk about that and so much more. We're going to talk about Jay Powell and everything else. White House National Economic Council Director Kevin Hasset. Uh Kevin, it is great to see you uh this morning. Thanks for coming on. Yeah, it's great to be here. So, so here's the question. Uh Ronald Reagan famously said the most the nine most terrifying words in the English language are, "I'm from ...