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Nuclear energy stocks surged 40%+ this year as the next buildout cycle accelerates toward 2026. One uranium producer just generated nearly $200 million in quarterly free cash flow, while other nuclear companies locked in massive government contracts—all driven by real earnings and exploding demand as U.S. capacity is projected to triple.
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Iran weighs a U.S. plan tying war de-escalation to nuclear limits as Trump brings Brazil’s Lula into the diplomatic picture; plus new polling on Trump’s election bill, a renewed fight over airline merger policy, a DOJ probe into oil trades tied to Iran-war announcements, and Rubio’s Vatican peace push.
Image via The Hill
Iran Reviews U.S. Peace Proposal as Trump Preps Lula Visit
Iranian officials are reviewing a new U.S. peace proposal aimed at ending a conflict now stretching beyond two months while also addressing Tehran’s nuclear program. The diplomatic push comes a day after President Donald Trump signaled the White House is pressing for terms that would curb Iran’s nuclear capacity alongside a broader cessation of hostilities—an approach that has historically run into resistance in Tehran, where leaders often reject linking nuclear concessions to battlefield de-escalation.
Separately, Trump is set to host Brazilian President Luiz Inácio Lula da Silva, a meeting that puts a major Latin American leader—often positioned as skeptical of U.S. pressure campaigns—into the week’s broader foreign-policy picture. Brazil has typically favored negotiated outcomes and multilateral mediation in Middle East crises; the optics of Lula in Washington could matter if the administration wants broader international buy-in for any deal framework or enforcement regime.
Read the full story at The Hill →
Image via POLITICO
Poll: Trump’s “Save America Act” Leaves Many Voters Unsure
A new POLITICO poll finds a plurality of Americans are neither supportive nor opposed—or are unsure—about President Trump’s sweeping election bill, even as the White House elevates it as a top domestic priority. That uncertainty stands out given the bill’s prominence and the broader public familiarity with election-related controversies since 2020, suggesting many voters may not yet have clear information about the proposal’s specific provisions.
The results also reflect a common pattern around major election-administration overhauls: supporters frame them as confidence-building safeguards, while critics warn of voter-access restrictions and partisan advantage. For now, the polling indicates the political battlefield may be less about hardened public opposition than about defining the bill before the other side does.
Read the full story at POLITICO →
Image via Fox News (Opinion)
Spirit Airlines Fallout Reignites Fight Over Merger Policy and Airfares
A Fox News opinion piece argues Spirit Airlines’ collapse—following the Biden administration’s successful challenge to Spirit’s proposed merger with JetBlue—is now contributing to higher prices and less competition, particularly as summer travel demand ramps up. The column contends that blocking consolidation in the name of competition can backfire when a low-cost carrier’s business model proves unsustainable on its own, ultimately shrinking consumer choice rather than expanding it.
Critics of that view say antitrust enforcement is meant to prevent dominant carriers from gaining pricing power, and that a merger between JetBlue and Spirit would likely have reduced ultra-low-cost seats in many markets. The larger policy question is whether regulators should treat “failing firm” scenarios differently—especially in industries where scale, routes, and aircraft utilization can determine whether a budget airline survives.
Read the full story at Fox News (Opinion) →
Image via ABC News
DOJ Probes $2.6B in Oil Trades Tied to Iran-War Announcements, Sources Say
The Justice Department is investigating roughly $2.6 billion in oil-market trades that were placed shortly before major Trump administration announcements related to the Iran war, according to ABC News citing sources familiar with the probe. Investigators are examining whether the timing and structure of the transactions suggest illegal insider trading, market manipulation, or misuse of nonpublic government information.
Oil prices can swing sharply on signals about escalation, ceasefires, sanctions enforcement, or shipping disruptions—making pre-announcement trading a high-risk area for potential misconduct. A federal investigation does not imply wrongdoing, but the reported scale and timing are likely to draw scrutiny from Congress and market regulators given the sensitivity of wartime information and its direct financial implications.
Read the full story at ABC News →
Image via PBS NewsHour
Rubio Visits Vatican, Presses Middle East Peace Efforts
Secretary of State Marco Rubio met with Pope Leo and later Vatican Secretary of State Cardinal Pietro Parolin during a roughly 2½-hour visit focused on efforts to achieve peace in the Middle East, according to PBS NewsHour. The meetings place U.S. diplomacy alongside the Vatican’s moral and humanitarian influence—often quiet but consequential—especially on civilian protection, aid access, and ceasefire advocacy.
While the Vatican does not wield military or economic power, it can serve as a channel for dialogue and confidence-building, particularly with parties wary of great-power mediation. Rubio’s visit also signals the administration’s interest in aligning diplomatic messaging with globally recognized institutions as it pursues a framework to reduce fighting and stabilize the region.
Read the full story at PBS NewsHour →
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