Geo World Brief

BREAKING: Trump announces the U.S. Navy will begin blockading all ships entering or leaving the Strait of Hormuz.

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BREAKING: Ukraine hits Russia's biggest oil port — Primorsk terminal in flames. Storage & loading hit; 1M+ bpd capacity.

BREAKING: Trump: Iran agrees — NO nuclear weapons ever. "They've said yes to that," he confirms amid talks.

Pres. Trump: US may take charge of Strait of Hormuz to secure oil passage.

BREAKING: Trump pauses strikes on Iran power plants for 5 days. US-Iran talks called "very good and productive" over last 48 hours — more to come this week.

BREAKING: Ukraine confirms it damaged a Russian A-50 AEW&C aircraft in a drone strike on the 123rd Aircraft Repair Plant in Staraya Russa, Novgorod region

JUST IN: $SMCI crashes 27% after its co-founder was charged with smuggling $2.5 billion worth of Nvidia AI chips to China in violation of U.S. export controls.

BREAKING: The U.S. has deployed the famous A-10 Warthog into the Iran operation. The jets are now hunting Iranian fast-attack boats and drones in the Strait of Hormuz.

Saudi Arabia’s foreign minister on Iran’s hypocrisy: “They claim to defend Islamic causes, but they’re attacking Islamic countries like Saudi Arabia, Bahrain, Kuwait, Qatar, UAE, Oman, Iraq, and Türkiye. I do not understand how they justify this.”

BREAKING: Six US allies – France, Germany, the UK, Italy, the Netherlands and Japan – just issued a joint statement saying they’re ready to contribute to operations securing safe passage through the Strait of Hormuz

BREAKING: Gulf patience with Iran is almost over. After weeks of Iranian strikes, Saudi Arabia’s foreign minister warned that if attacks on GCC neighbours continue, military action is an option once diplomacy is exhausted.

Drama in AI land: – Microsoft: $13B invested since 2019, exclusive cloud for OpenAI’s models via Azure. – Amazon: up to $50B more, with AWS becoming the exclusive third‑party cloud home for OpenAI’s Frontier enterprise platform — and Microsoft is already weighing legal action.

JUST IN: Estonia says it is ready to back the US and its allies against Iran. “We will be ready to offer any kind of support to the US or to free world countries,” Foreign Minister Margus Tsahkna said

NATO chief Mark Rutte to EU lawmakers: “If anyone thinks the EU or Europe as a whole can defend itself without the US, keep on dreaming. You can’t. We need each other.”

$NVDA now says it expects at least $1T in AI infrastructure revenue through 2027 — doubling last year’s $500B outlook as “high‑confidence” demand explodes.

AI is literally reshaping skylines: in December, U.S. data center construction hit $3.57B, edging out office buildings at $3.49B for the first time ever.

Reporter: “Why won’t Iran ask the US for a ceasefire?” Iranian FM Araghchi: “We’re not seeking a ceasefire. We’ll fight as long as it takes so our enemies learn a lesson they’ll never forget.”​

🚨 BREAKING: 🇺🇸 The Pentagon is deploying a Marine Expeditionary Unit of about 2,500 Marines to the Middle East, the Wall Street Journal reports.

🚨 BREAKING: 🇮🇷🇺🇸 The FBI has warned California law enforcement that Iran may attempt to strike the U.S. West Coast with drones in retaliation for American attacks, according to ABC News.