Geopolitics & Diplomacy
- Greer says meeting planned Friday with Chinese officials to discuss policy
outcomes for Trump-Xi meeting
- U.S. Department of State will host a meeting next week to discuss ongoing
ceasefire negotiations with Israel and Lebanon - official
- Trump is considering withdrawing some US troops from Europe, White House
official says
- Netanyahu: there is no ceasefire in Lebanon
- Trump: Israel is scaling back Lebanon operations - NBC
- Iran’s demands include the unfreezing of Iranian assets by the Americans
within two weeks — a senior Iranian official
- Iran’s Deputy Foreign Minister said that the Strait of Hormuz is open to all
civilian shipping and reports it is closed are wrong
Trade & Policy
- Trump may use emergency law for Iran tariffs despite court ruling, adviser
says
- Trump administration will continue relaxing sanctions on Russian oil, as the
markets remain unconvinced by the ceasefire narrative - Semafor
- EU warns of “stagflationary shock” despite Iran–US ceasefire, Commission to
cut growth forecast: FT
- Japan considering releasing about 20 days of oil reserves, Kyodo says
Technology & AI
- Alibaba and Unitree Robotics preparing overseas collaboration project; details
to be announced next week, confirms insider
- Intel: multiyear collaboration with Google to advance AI infrastructure with
Xeon CPUs, custom IPUs
- Alibaba Group has anonymously released a new AI video generation model called
HappyHorse-1.0 - The Information
- Amazon says AWS’s AI revenue run rate is over $15 billion in Q1 2026 and
ascending rapidly - CEO letter
- OpenAI projects $100 billion in ad revenue by 2030 - Axios
- OpenAI to limit release of advanced cybersecurity model amid AI risks
- Tencent Cloud to raise AI compute, TKE and EMR prices by 5% from May 9
Corporate & Industry
- Sources: Tesla plans to produce new, affordable compact EVs in China
- China explores aid for state airlines amid rising fuel costs
