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🚨 NOW: American rapper Vanilla Ice SAYS IT PERFECTLY after artists bail on performing at America's 250th celebration in Washington DC CNN: Why are you still planning on performing? ICE: "I'm PROUD to be an American! [...] I don't like ANYBODY telling me I can't be proud of it." 🇺🇸 "We're celebrating the birthday of our country, WHAT'S THE BIG DEAL HERE?" "This whole world is like a snow globe, but it shouldn't be that and music is here to bring people together, man. And, you know, it shouldn't be that this music is dragged into politics." "I think this is a huge honor." 🔥

The memory supply-demand gap will keep widening through 2027. That is the real reason Apple is lobbying the White House to keep CXMT off the Entity List. ▌Start with my latest industry checks: The pressure on Apple has shifted from soaring memory costs to a widening supply gap. 1. Of the memory capacity allocated to consumer electronics in 2026, an estimated 15–20% is expected to shift to data centers in 2027, and that share could grow. 2. Due to tight memory (LPDDR) supply, Apple's actual pull-in volume of A20 chips in 2H26–1Q27 could be 10–20% below its original target (though part of that may reflect Apple’s own overbooking). ▌CXMT states in its IPO prospectus that its capacity is far below domestic demand. Given the persistent global memory imbalance, even if Apple’s lobbying succeeds and it buys DRAM from CXMT, that would not materially lower costs or fill the supply gap. Still, with the imbalance widening, Apple has every reason to secure an additional source. ▌This also explains why Apple is being more proactive this time than it was when it evaluated YMTC in 2022. YMTC was mainly about lowering NAND costs; CXMT is about managing DRAM supply risk. ▌Tim Cook is one of the few tech leaders who can still navigate both Washington and Beijing, so this is better handled before he steps down as CEO. Even if the effort goes nowhere, the media coverage can still leave the market with the impression that Apple tried but was constrained by U.S. policy. That may help ease frustration over price hikes and longer delivery times.

The interim US-Iran peace accord gives UN nuclear inspectors access to Iran, the watchdog's top official said, after Tehran indicated key sites would remain off-limits until a final deal with Washington was reached and sanctions lifted

🔥 AWESOME! The BRITISH MILITARY just did a flyover here in DC blasting RED, WHITE, AND BLUE SMOKE to honor America’s 250th Birthday They even flew over the Washington Nationals baseball game God bless America! 🇺🇸

In the final leg of his “Tocqueville Road Trip”, @JohnPrideaux heads to the new centre of power—and it’s not Washington, DC. Listen now to episode six of our podcast on American democracy

The biggest battle in the Middle East isn't Israel vs Iran anymore; it's Trump vs Netanyahu Former Israeli PM Ehud Olmert thinks their relationship isn’t just under strain; it may be breaking because the U.S. and Israel no longer want the same thing. Trump wants the Iran war over; he wants Hormuz open, oil prices down, markets calm, and America out of another Middle East disaster before it consumes his presidency. Netanyahu doesn’t have that luxury. Ehud argues Netanyahu still sees Iran as unfinished business, has his own political needs, and is leading a coalition packed with hardliners who believe the answer to every problem is more force, more escalation, and more war. He even believes Trump may have created the nuclear problem he now claims to be solving. According to Ehud, when Trump tore up Obama’s Iran deal, Israel hadn't found evidence that Iran was violating it. Without the deal in place, Iran accelerated enrichment, and the crisis escalated. After bombing them, the region nearly blew wide open, and now Washington is back trying to negotiate another deal with Tehran. Only this time, Iran is stronger, the price is higher, and the stakes are worse. Olmert’s warning is simple: military power can buy time, but it cannot replace a political strategy. That applies to Iran, Lebanon, Gaza, and Israel’s future relationship with America. Because if Trump wants the war to end while Netanyahu’s coalition still wants escalation, then the question is whether they are still fighting for the same future. And if they are not, this may be the beginning of the biggest U.S-Israel rupture in decades.

"Really tap into the community... they already love you." AJ Dybantsa shares the advice he received from former @WashWizards No. 1 overall pick John Wall at last night's Washington Mystics game 🙌