In this episode:

• US reimposes its naval blockade on Iranian ports after a fourth consecutive night of strikes — Iran threatens to halt all regional energy exports in retaliation
• Johnson & Johnson beats Q2 estimates with $25.3B in sales and raises full-year guidance toward a historic $100B+ milestone
• Nvidia's Kyber NVL144 AI server rack delayed to 2028 on circuit-board manufacturing snags — Jensen Huang insists the roadmap is "intact"
• Market Pulse: how markets are digesting escalating Middle East risk alongside a mixed earnings season
• Why should you care: what a fifth of the world's oil supply moving through a war zone means for your gas prices and portfolio

A daily briefing for busy, curious professionals who want to stay informed without the noise. New episodes every wee ...