Your morning briefing. All the news you need to start your day.
On today's podcast:
(1) Nvidia the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast, signaling that concerns about an overheated AI economy will continue to dog the company.
(2) President Donald Trump’s new tariff program will leave about €4.2 billion ($5 billion) of European Union exports facing levies above the 15% ceiling agreed in the EU-US trade accord.
(3) The UK’s top banks are resisting a regulatory initiative to boost lending by lowering their capital levels, people familiar with the matter said, casting doubt over an effort to boost growth.
(4) Cuban forces killed four people who had opened fire from a speedboat with Florida tags, an incident with the potential to escalate an already tense standoff with the US.
(5) The Trump administration imposed sanctions on more than 30 entities that support Iranian oil and weapons sales, ramping up pressure on Tehran amid nuclear talks and the looming threat of US airstrikes.
(6) President Donald Trump said this week the US would “easily” prevail in any military confrontation with Iran. Recent activity on the ground in the Islamic Republic, though, indicates any victory might be short-lived.
Podcast Conversation: Middle-Aged Patients Fuel Growing Demand for Subtle Nose Jobs

Trump Rosy Economy Spin, Private Credit 2008 Fears, Spain’s Broken Housing Market
18:10

Global 10% US Tariff in Force, AI Scare Trade Roars Back, How Much for AI Ray Bans?
19:31

US Trade Deals On Edge, Tariff ‘Chaos’ Hits Europe, Pension Fund Implosion
16:39