Good evening, you're tuned in to Markets Desk.
President Trump is pressing hard on the Middle East, telling both Israel and Hezbollah to stand down as Washington closes in on what could be a landmark nuclear agreement with Tehran. The administration says it expects a deal as early as Sunday that would reopen the Strait of Hormuz, a critical artery for global oil flows. Markets will be watching that headline closely at the open.
Shifting to the technology corridor, Google is paying SpaceX roughly nine hundred twenty million dollars per month to rent compute capacity, and Anthropic is doing the same. The quiet beneficiary in all of this is Nvidia, whose chips power the underlying infrastructure driving that demand. When the hyperscalers outsource their compute, Nvidia's hardware is still doing the heavy lifting.
And from the entertainment world, Emily Blunt pushed back against Steven Spielberg's offer to use artificial intelligence to generate her alien voice in the new sci-fi thriller Disclosure Day. Instead, Blunt developed the language herself, experimenting at home in her bathroom. It is one of the more pointed rejections of AI in Hollywood at a moment when the industry is still wrestling hard with where the technology fits.
That's the tape. Markets Desk, signing off the floor.
