Summary
The show covers the expiry of the US-Iran ceasefire period with no new talks, threats to Oman over the Strait of Hormuz, and the resulting oil-market risk. It also discusses reduced US-South Korea military exercises, AI-driven tech strength versus Iran war risk, DNC primary calendar changes, Alaska politics, record beef prices, and DOJ election-security priorities.
- The 60-day US-Iran MOU expires with no replacement talks and Trump threatens Oman over the Strait of Hormuz.
- Markets are caught between Iran war risk and AI-led tech strength, with oil higher and semiconductor stocks up.
- Michael Allen frames the Iran standoff as a two-clock oil-price and blockade waiting game.
- Nvidia-OpenAI Ohio data center news and Anthropic revenue show strong AI spending momentum.
- DNC sets South Carolina, Nevada, then New Hampshire to open the 2028 primary calendar.
- Alaska Senate race and Kamala Harris endorsement dynamics are discussed by the political panel.
- Ground beef prices hit records and may keep rising because the cattle herd is near 70-year lows.
- DOJ civil rights chief details election monitors and noncitizen voter roll enforcement.