After AGI, Silicon Valley has found another justification for capital expenditure.

① The Chief Strategy Officer of Google DeepMind stated that RSI is becoming the core investment rationale behind AI capital expenditures. ② Both OpenAI and Anthropic have already placed bets on this direction. ③ “The arrival of RSI may come sooner than most institutions anticipate.”

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Data Center Operator Switch Confidentially Files for IPO - Report

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Iran and Oman have clarified the overall framework of their agreement, while Iran is considering banning vessels linked to the U.S. and Israel from passing through its waters; however, Trump stated that negotiations have 'made progress.'

U.S. officials recently stated that the United States would lift its blockade on Iranian ports once an agreement to restore unimpeded commercial shipping is announced. Senior Iranian officials said that if Gulf states fail to persuade Trump to halt military actions against Iran and instead resolve the conflict through negotiations, Iran would strike critical infrastructure—including oil, electricity, and water supply systems—in those countries.

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Express News | U.S. officials stated that talks between Oman and Iran regarding the Strait of Hormuz have made progress, with an agreement expected soon.

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Catalyst Watch: Inflation Reads, AMAT Earnings, Google Pixel Event, and MLB on Netflix

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10 Information Technology Stocks With Whale Alerts In Today's Session

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