Rutte argues that Trump's pressure has successfully driven European allies to increase defense spending by nearly 20% year-on-year, with Germany doubling its budget by 2029. He emphasizes that Europe is stepping up, taking over leadership roles in combatant commands, and that the US remains essential for nuclear deterrence and power projection. On Ukraine, he notes Russia is suffering 30,000-35,000 casualties per month, while Ukraine is improving its battlefield position with Western support. He avoids commenting on bilateral decisions like Turkey engine sales but stresses the need to ramp up Patriot missile and long-range ammunition production.

Cortez Masto argues Trump is prioritizing his own political survival over addressing the housing crisis, refusing to sign a bipartisan housing bill that passed unanimously in the Senate. She blames Trump's 'war of choice with Iran' for high gas prices in Nevada ($5/gallon), and says his policies are hurting Nevada's tourism-dependent economy. She dismisses claims that NYC progressive wins signal a national Democratic shift, noting Nevada's swing-state dynamics require cross-party appeal.

Micron reported 300% top-line growth and 1,200% net income growth, with revenue forecast to grow sequentially to $50 billion. Supply of high-bandwidth memory will remain tight for 18 months, giving Micron significant pricing power. The results signal durability of the AI trade, with confidence that all parts of the data center supply chain will continue receiving capital from hyperscalers. The narrative is highly analogous to Nvidia's 2025 earnings.