A Russian drone strike less than a kilometer from NATO territory pushes the margin for military miscalculation to absolute zero, threatening the primary logistics arteries supporting Ukraine. Meanwhile, the global monetary easing narrative is collapsing as oil surges past $100, driving up corporate hurdle rates and squeezing margins worldwide. Plus, top AI executives are actively asking for regulatory constraints, signaling a compliance-heavy shift that could heavily delay enterprise software deployments and cool infrastructure speculation. • Russian drones strike a critical rail corridor near the Polish border, testing NATO air defense postures. • Brent crude surges to $107 a barrel following a fatal strike in the Strait of Hormuz, accelerating a global bond sell-off. • U.S. grid battery installations hit a record 20.2 GWh as data centers strain p ...