News

JPMorgan Chase: Raises its year-end 2026 target for the TOPIX index from 4,400 to 4,600.

UK Maritime Trade Operations Office: Armed men have taken control of a vessel near Somalia.

The UK's Office of Maritime Trade Operations says a cargo ship was boarded by eight unauthorized men carrying weapons.

The U.S. War Department (i.e., the Department of Defense) awarded NODA AI a $100 million contract to expand the mission command capabilities of the Joint Forces Autonomous Force.

The U.S. Geological Survey reports a 5.3-magnitude earthquake 75 kilometers southeast of Petropavlovsk-Kamchatka, Russia.

A spokesman for the Iranian Revolutionary Guard said that Trump’s claim that the U.S. held behind-the-scenes negotiations with Revolutionary Guard officials through secret channels regarding the war was “a delusion born of failure.”

According to the Financial Times, Barclays (BCS.N) has hired Mike Joo as co-CEO of its investment banking division.

Nvidia (NVDA.O): OpenAI's commitment will translate into approximately $600 billion in Nvidia's computing business by 2030.

According to the Financial Times, Adeel Khan will be promoted to co-CEO of Barclays (BCS.N), responsible for global markets.

According to the Financial Times: Barclays (BCS.N) has significantly restructured its investment banking leadership.

Nvidia (NVDA.O): The artificial intelligence system in Project Ports-Pike could generate $150 billion to $200 billion in revenue. Each generation of systems at the Ohio plant could be equipped with approximately 1.5 million GPUs.

NVIDIA (NVDA.O): OpenAI has pledged to deploy NVIDIA's AI infrastructure at scale by 2030.

U.S. stock index futures fell, with S&P 500 futures turning negative, Dow futures down 0.3%, and Nasdaq futures narrowing their gains to 0.2%.

Nvidia (NVDA.O): SB Energy will operate the data center under a 20-year lease agreement with OpenAI.

Nvidia (NVDA.O): OpenAI will contribute an additional $40 million to the community welfare fund.

Nvidia (NVDA.O): The Ports-Pike project will create tens of thousands of jobs and establish an $80 million community fund.

NVIDIA (NVDA.O): OpenAI will become a customer for 8 IT gigawatt (IT-GW) of capacity in the Ports-Pike project.

Nvidia (NVDA.O): Will provide credit support for the first 4.25 IT GW (IT-GW) project, with an option to add 3.75 IT GW of capacity.

Nvidia (NVDA.O): Will invest $1.5 billion in SB Energy.

Market news: Following its deal with Nvidia, Groq's valuation reached $3.5 billion in a funding round.