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Anduril founder Raki discussed the application of artificial intelligence in modern warfare, the importance of nuclear weapons, and the impact of the US-Iran war in an interview. He pointed out that rapid technology development and autonomous systems deployment are key, and mentioned that the company model can save costs. Raki supports nuclear weapons development but opposes corporations holding military command authority, advocating that democratic military command should be responsible instead. On Middle East strategy, he promotes the US transforming into a weapons supplier and predicts that underground warfare will become the focus of future battlefields.

AI researcher Luo Fuli recently introduced the Xiaomi MiMo model family on the X platform, including MiMo-V2-Pro, Omni, and TTS, and mentioned that the speed of industry transition from Chat to Agent is surprising. She emphasized that MiMo is designed for Agent with structural advantages, and hopes people focus on her capabilities rather than personal mythologizing. Luo Fuli joined Xiaomi in 2025, focusing on AGI vision and large model research.

The U.S. Commodity Futures Trading Commission (CFTC) and Major League Baseball (MLB) have signed a memorandum of understanding to establish a framework for information exchange and technical cooperation regarding baseball prediction markets, aimed at enhancing market transparency and preventing violations. The agreement will strengthen regulatory oversight between both parties regarding suspicious trading activity and market anomalies, promote information sharing, reduce governance blind spots, and ensure the protection of participants' interests.

A spokesperson for China's Taiwan Affairs Office stated that if cross-strait peaceful reunification occurs, Taiwan could obtain more stable energy security, which triggered strong backlash in Taiwan and was denounced as cognitive warfare. Taiwan has already established energy security reserves and plans to increase energy imports from the United States to address impacts from Middle East situations. Meanwhile, China has also banned fuel exports due to internal supply pressures, indicating it too faces energy challenges.

Polymarket will open a themed bar called The Situation Room in Washington, D.C., offering real-time situation monitoring experiences where customers can track global political, military, and market dynamics. This move has prompted Democrats to introduce the Financial Prediction Market Public Integrity Act of 2026, which aims to regulate insider trading risks. As markets and policy intersect, the neutrality of prediction markets has come under scrutiny.

Geopolitical analyst Peter Zeihan believes globalization will collapse and the United States will become the sole superpower. However, tech thinker Balaji Srinivasan counters, stating that the global economy is reverting to a Eurasian center, American influence is declining, and China is rising. He analyzes America's internal challenges and China's leading position in trade and industry, predicting that the future world order will be shaped by multiple forces collectively.

Against the backdrop of rising geopolitical risks, gold has not demonstrated its traditional safe-haven performance and has instead declined in price, upending market expectations. Macro fund manager Michael McNair points out that the gold market has undergone a "regime shift," where pricing logic no longer relies solely on safe-haven demand but is instead influenced by capital flows. Going forward, volatility will intensify, and investors need to adjust their strategies accordingly.

Recent tensions in the Middle East have impacted the crude oil market, with multiple Russian oil tankers originally bound for China redirected to India. Indian refiners have rapidly increased purchases of Russian crude oil to fill the supply gap from the Middle East. As other countries resume purchases of Russian petroleum, Russia's actual oil revenues are expected to increase, demonstrating the global energy supply chain's rapid reorganization capability.

The "instant checkout" feature of AI agent shopping has seen conversion rates drop to only one-third of traditional shopping flows following implementation, indicating a mismatch with user behavior. Walmart and OpenAI will shift strategies by integrating their AI assistant Sparky into ChatGPT, aiming to enhance the shopping experience and take a support role rather than driving transactions.

Micron Technology announced its latest quarterly financial results, surpassing market expectations, with revenue of $23.9 billion and earnings per share of $12.20 for the second quarter. Although the third quarter is forecasted to generate $33.5 billion in revenue and gross margin is expected to rise to 74%, the stock fell 4.6% due to anticipated high capital expenditures. Micron remains the best-performing stock in the Semiconductor Index, and its future stock performance is closely watched amid the global memory shortage.

Federal Reserve Chair Powell announced after the policy meeting that the federal funds rate will be maintained between 3.5% and 3.75%, emphasizing that future monetary policy will have high flexibility and will be adjusted based on economic data and external risks. U.S. economic activity is expanding steadily, but labor market demand is slowing, and the Middle East situation may increase inflation pressures in the near term.

The Federal Reserve kept the federal funds rate unchanged at 3.5% to 3.75%, with Fed Chair Powell pointing out the uncertainty of war on inflation. The three major U.S. stock indices fell, with Bitcoin temporarily pulling back to $70,500. February PPI rose more than expected, oil prices surged to $107, intensifying inflation concerns. Market confidence has not fully recovered, though institutional fund inflows into Bitcoin ETFs indicate warming sentiment.