Ethan Devitt expects the Fed under Kevin Warsh to be less transparent, creating market volatility. The Iran deal will lower oil prices but not solve sticky services/food inflation. He sees dip-buying opportunities in energy (AI demand), views SpaceX as speculative but not peaked, and recommends gold as a small portfolio hedge against fiscal concerns.

Swati Pandya reports that Modi's G7 meetings focused on trade and investment. The baseline for the Modi-Trump meeting is a commitment to sign a trade deal soon, as the relationship is under strain from tariffs and US closeness with Pakistan.

Pratik Kumar, co-founder of India's newest AI unicorn Sarva AI, argues that US export controls on AI models (like Anthropic's) validate the need for sovereign AI capabilities. India has data liquidity, developer base, and compute coming online. Sarva AI will use its $234M Series B to train larger models for coding/cybersecurity and attract talent back from frontier labs.