Thailand plans to cut reliance on imported natural gas by boosting renewables and adding nuclear, Energy Minister Akanat Promphan said. The government aims to lift generation from solar, wind and hydropower to 60% over the next 25 years, doubling its previous target. More than 60% of Thailand’s current power comes from natural gas, much of it imported, exposing the system to external shocks such as Middle East conflict. The shift requires rapid expansion of renewable capacity as electricity dema

NVIDIA reported Q2 revenue $96.2 bln, +106% YoY; data center revenue $89.0 bln, +117% YoY — both very strong. Shares initially fell ~3% after the print, signalling consensus expectations were already elevated and outperformance alone wasn’t a fresh catalyst. The market pivoted after CFO Colette Kress said fiscal‑2028 revenue is expected to rise about 70%, versus prior market expectations near 44–45%, effectively re‑rating long‑term growth. Crucially, Kress framed the 70% as an achievable growth rate under supply constraints rather than a demand limit — management believes customer demand is roughly near 100% growth but current supply/capacity limits mean company guidance is set to ~70%. In short: the issue is capacity, not demand.

Israel is considering expelling UK and other European officials from the US-led International Gaza Support Center (IGSC) in retaliation for criticism of Prime Minister Netanyahu’s policies in the Palestinian territories, the Financial Times reports. Israeli officials have discussed removing the UK from the IGSC in recent weeks and have also weighed similar steps against Italy and Germany. The IGSC, established to oversee the US-mediated Israel-Hamas ceasefire, is headquartered in southern Israel and led by US military officers working with the IDF and dozens of military and diplomatic staff from roughly 50 countries and international organisations. Foreign Minister Sa’ar this week expelled the Netherlands’ representative after The Hague moved to boycott goods from Israeli settlements in the West Bank, East Jerusalem and the Golan Heights; Spain’s representative was expelled earlier this year for what Israel called persistent anti-Israel bias.