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U.S. May Inflation Report: Broadly in Line with Expectations, but Energy Costs Remain a Drag
The U.S. Labor Department reported that the Consumer Price Index (CPI) rose 4.2% year-over-year in May, up from 3.8% in April. This marks the strongest annual increase since April 2023.
Surging energy costs continue to exert significant upward pressure on prices. Energy prices have been elevated since late-February strikes by the U.S. and Israel against Iran, which has also contributed to dampened consumer confidence.
There are few signs of sustained tanker transit resuming through the Strait of Hormuz, suggesting ongoing supply-side constraints in global energy markets and persistent inflationary pressure from the energy sector.
Donald Trump told reporters that his team is considering purchasing U.S. stakes in artificial intelligence companies and that he plans to host a meeting with AI executives as soon as next week.
🚨This week in Taiwan (Mon–Fri), both COMPUTEX and NVIDIA GTC are taking place.
COMPUTEX Key Focus Areas:
✔️ Robotics, Autonomous Systems & Physical AI (4 sessions)
✔️ AI Computing, Infrastructure & Development (14 sessions)
✔️ Generative AI & Intelligent Content Applications (3 sessions)
✔️ AI Devices, IoT & Edge Computing (3 sessions)
✔️ Applied AI for Industry Transformation (3 sessions)
✔️ Data Intelligence, Governance & Security (1 session)
NVIDIA GTC Key Themes:
✔️ Agentic AI and Reasoning AI
✔️ AI Factories and AI Infrastructure
✔️ AI for Science
✔️ Physical AI and Robotics
Which ticker do you think will have the biggest moves in AI/robotics and next-generation AI infrastructure?
U.S. moves to block potential sales of Nvidia $NVDA and AMD’s $AMD most advanced AI chips to Chinese-owned entities abroad, closing a perceived loophole left after the Trump administration ended enforcement of Biden-era global chip export restrictions in May 2025.
Rocket Lab $RKLB – $90M GEO Contract Win
Rocket Lab announced today that it has secured a $90 million firm contract from the U.S. Space Force’s Space Systems Command to serve as prime contractor for two geostationary (GEO) satellites.
The scope includes full design, manufacture, integration of its in-house Heimdall optical Space Domain Awareness payload, launch integration, and up to five years of on-orbit operations.
Two clocks must sync: either Pentagon/Bundestag procurement speeds up dramatically in 24 months, or valuations come back to earth.
Rheinmetall’s CEO called it a bubble. On current evidence, the multiples are pricing in institutional change that hasn’t arrived yet.
Defense tech’s biggest test incoming.
Anduril just closed a $5B Series H at $61B valuation — doubling in 11 months.
Helsing is closing in on a $1.2B round at $18B, its third up-round in <2 years.
Two flagships (US + Europe) now trade like Palantir software, not Lockheed defense. 🧵
But procurement hasn’t accelerated.
Anduril: Revenue doubled to $2.2B, yet key Army C2 contract is ~$100M.
Helsing: Initial €269M German deal for HX-2 loitering munitions (with performance strings & reporting).
Mixed battlefield results reported.