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French foreign minister Barrot: Europeans to join Ukraine discussions in Abu Dhabi

Iranian media: 3 oil tankers were hit by explosions and caught fire while passing through the Strait of Hormuz.

Ben Gvir: Forming a unity government will lead to political deadlock in Israel.

Ben-Gvir reaffirms his opposition to forming a unity government

Israeli National Security Minister Itamar Ben-Gvir: I hope Netanyahu doesn't abandon us.

Anthropic secures $3.4bn agreement to produce gas-fired electricity for data centers - FT

WTI oil price outlook: After a 17.5% slide, can buyers reclaim $92.53?

Don't Trust the Market's Knee-Jerk Reaction to the Midterms — WSJ. By James Mackintosh Take a breath. When it comes to trading politics, the truth is that no one knows anything. The scale of the selloff since Tuesday's election shows just how widespread the belief is that the blue wave that washed Republicans out of Congress will also drown data-center development. Traders and investors think they know a lot. The moves make sense on fundamental terms only if there's going to be a near shutdown in data-center development. Shares in memory-chip maker Micron plunged 23% in two days, neocloud data-center operator CoreWeave was down 19% and chip makers Nvidia and Broadcom were both down 12%, amid an artificial-intelligence bloodbath. There are good reasons for concern, although not because of Congress, which would need a lot of Republicans to vote with the Democrats to override the presidential veto. The problem for AI is new governors who promised moratoria on data centers, including some in states with a lot of construction planned, such as Texas and Ohio. There are usually good reasons for politically driven trades. Yet they often prove catastrophic once the postelection hype settles down and political horse-trading begins — or even before, as with Friday's big AI rally. After an election, the consensus frequently swings toward an investment thesis so obvious that few could disagree — yet it ends up losing money, even if it eventually comes good. Perhaps the most obvious trade ever, even in hindsight, was to buy defense stocks after Ronald Reagan was elected president. Not only was war raging again in the Middle East, where Iraq invaded revolutionary Iran two months before the election, but Reagan was an avowed military hawk who made higher military spending and the Soviet threat a large part of his campaign. On top of that, his promised supply-side reforms were exactly what the stock market wanted. Sure enough, defense stocks soared, with the sector rising 10% in the week after the 1980 election to end the year up 24%. Despite, or perhaps because, it was so obvious, two months later defense shares had given back all their gains, and by March 1982 had almost halved from their high, as stocks more broadly were pummeled amid fallout from the U.S. recession. To paraphrase H.L. Mencken, trading democracy works on the basis that investors know what they want and deserve to get it good and hard. There's an echo here of the "Trump trades" that became popular after the 2016 and 2024 elections. In 2016, the mistakes started with late-night traders driving futures limit-down before a placatory speech by Donald Trump led to a full reverse. Likewise, the S&P 500 was up on Wednesday after the midterms, before having its 15th-worst day since 2009 on Thursday as the mood shifted. The clearest Trump trade was in 2024 on Trump Media & Technology Group, which has the trade right there in its name and its "DJT" ticker. It rose and fell almost exactly in line with the betting odds of Trump's winning ahead of the election, and jumped 5% the day after. But it then crashed 20% in just over a week, and despite a valiant rally ahead of his taking office, halved in price within six months. It is now down 88% from the presidential election, having fallen almost a third in the two days after the midterms. The next two most-obvious Trump trades were private prisons, set for a windfall in the form of millions of immigrants awaiting deportation, and the America First bet on U.S. stocks to beat Europe and the rest of the world. Both trades followed the pattern of doing very well after the presidential election, only to give back their gains in the following months. Geo Group and CoreCivic, the leading private prison operators, rallied hard again recently but fell sharply after the midterms. At a vibe level it makes sense, given their unpopularity with Democrats, but a huge budget for immigration enforcement is already in place. There are several ways the consensus could turn out to be wrong about data centers. Temporary building bans might be used as a negotiating tool to extract better terms from developers, compensating nearby residents but allowing construction to continue. Data centers might just move to less-convenient locations farther from major cities, to states happy to take the business, to other countries — or, as Elon Musk tweeted after the election, perhaps even to space. Data centers might be more expensive to build and operate, and so less profitable. But if demand is really there for AI use, they'll surely be built somewhere. The other potential mistake is to be right for the wrong reason. Perhaps the extreme selloff in AI stocks since the election is driven mainly by sentiment and the reverse of overcrowded positions, going much further than the politics justifies. If AI has been a slowly deflating bubble since the summer, the election might just be the moment all investors recognized they had bet too much on the theme. They're right to get out, but should have realized months ago. I thought chip and data-center stocks ought to be a lot cheaper given the risks hanging over them. The new politics adds another threat — but is probably not as severe as the consensus trade suggests. When it comes to politics and the markets, no one knows anything. Write to James Mackintosh at james.mackintosh@wsj.com

Polish prosecutor’s office: Terrorism investigation opened into the shooting in Krakow.

International Atomic Energy Agency: The Zaporizhzhia nuclear power plant currently has enough fuel reserves to run a limited number of backup diesel generators for two weeks.

International Atomic Energy Agency: The cause and location of the latest power outage at the Zaporizhzhia nuclear power plant have not yet been determined.

International Atomic Energy Agency: The Zaporizhzhia nuclear power plant lost its connection this morning to the only remaining external power line.

International Atomic Energy Agency: Zaporizhzhia plant forced to rely on backup diesel generators to cool reactors

International Atomic Energy Agency: Zaporizhzhia nuclear power plant has once again lost all external power sources

Iranian Revolutionary Guard spokesperson: We have taken all necessary measures to strengthen our relations with neighboring countries.

Israeli Defense Minister: We must be united in the face of Iranian threats, and it is time to form a unity government.

A source in the ambulance and emergency services: Casualties in a drone strike by an Israeli drone on the Beir al-Naja area in northern Gaza Strip

National and Islamic forces in the Gaza Strip: The Israeli occupation bears responsibility for the humanitarian catastrophe facing displaced people.

Coalition spokesman: A drone launched by the Houthi militia toward the southern region has been intercepted and destroyed.

UK Chief of the Defence Staff to the Financial Times: The United Kingdom must catch up with Europe in confronting the Russian threat

UK Chief of the Defence Staff to the Financial Times: We have evidence of Russian involvement in cyberattacks, sabotage and assassinations in Europe

Hamas: We call on the mediators and guarantors to act to compel the occupation to implement the humanitarian protocol and ensure the flow of aid to Gaza.

Hamas: Mladenov and the Peace Council bear responsibility for covering up the occupation’s violations, and their inaction is worsening the suffering of displaced people in Gaza.

Trump, Musk and Sanders Dominate a Weekend Of Political Fallout And Policy Fights: This Week in Politics. Republican midterm losses set off a weekend of demands for change, with President Donald Trump facing criticism from inside and outside his party. Democrats turned to health care, while Elon Musk and several podcast voices tied to Trump’s coalition added to the clashes. Here are five stories that shaped the conversation. Scaramucci Urges Vance And Rubio To Act SkyBridge Capital founder Anthony Scaramucci called on Vice President JD Vance and Secretary of State Marco Rubio to pursue Trump’s removal after the midterm losses. "Vance and Rubio should move quickly," he wrote on X, urging them to "work with the cabinet or the Senate." He did not specify a mechanism. Read the full article here . Trump Orders DOJ Review Over Impeachment Threats Trump said he directed the Justice Department to investigate what he called threatening conduct by Democratic leaders toward Republicans and their supporters. In a Truth Social post, he described impeachment talk as "extortion at the highest level" but gave no details on the alleged threats or the probe’s scope. Read the full article here . Sanders Presses Democrats On Medicare Sen. Bernie Sanders (I-Vt.) said Democrats should lower Medicare’s eligibility age from 65 to 55 as an "immediate first step" toward Medicare for All. He told MS NOW’s Chris Hayes he was "not absolutely certain that Trump would not sign it." Read the full article here . Musk Responds To Tesla Loan Criticism Tesla Inc. TSLA CEO Elon Musk pushed back on Texas Democratic Senate candidate James Talarico over Tesla’s Department of Energy loan. "I have paid far more in taxes than the Tesla loan, which was repaid," Musk said. Read the full article here . Sacks Says Iran War Fractured Trump’s Base Former White House AI and crypto czar David Sacks said the Iran war weakened Republican support and cost Trump prominent podcast allies, including Joe Rogan , Tucker Carlson , Theo Von and Megyn Kelly . "We lost all the podcast bros," he said on the All-In Podcast. Read the full article here .

IAEA: team at ZnPP informed plant currently has adequate fuel reserves to run limited emergency diesel generators for two weeks

IAEA on ZnPP: cause and site of latest disconnection remain unknown

IAEA: plant's link to only external power line, Ferosplavna-1, lost early today

IAEA: Zaporizhzhia nuclear plant again loses all off-site power, relies on emergency diesel generators for reactor cooling

Iran's Revolutionary Guards' spokesperson: US cannot achieve economic blockade or sever Tehran's ties with neighbors - Fars

Saudi energy ministry: limited physical harm caused

Saudi energy ministry: source says debris fell on building, no casualties reported on state TV

Saudi energy ministry: attempt to strike Aramco building in Riyadh - state TV

Expressing solidarity with Poland, he stressed there can be no justification for the attack and called for swift justice.

Volodymyr Zelensky condemned the Krakow mass shooting as a 'shocking crime' and offered condolences to the victims' families.

Mohebi said previous US efforts to impose naval, air and land blockades had also failed. “‘Iron Gate’ is one of the plans that will remain only on paper and only in statements by US officials and CENTCOM commanders,” he said.

CENTCOM commander Admiral Brad Cooper ordered the establishment of Task Force Iron Gate, a team of approximately 20 military and civilian personnel based in Tampa, Florida, earlier.

Iran’s Revolutionary Guards spokesman Hossein Mohebi said on Sunday that a US plan to restrict overland routes for transferring weapons and sanctioned goods would fail.

Saudi civil defence gives all-clear after alerts in Eastern Province

The Coalition: A drone launched by the Houthi militias toward the southern region has been intercepted

Lebanese National News Agency: Israeli shelling hits the outskirts of the towns of Mifdoun, Zoutar al-Sharqiya and Nabatiyeh al-Fawqa in southern Lebanon.

Lebanese National News Agency: The Israeli army carried out explosions between the towns of Zoutar al-Sharqiya and Zoutar al-Gharbiya and in the town of Qantara in southern Lebanon.

Pistorius warned further transfers would compromise German defense, urging allies to step up at the next Ramstein meeting.

Germany has exhausted its stockpiles and can no longer supply Patriot systems or interceptors to Ukraine, Boris Pistorius said

Saudi Arabia announces the interception and destruction of a drone launched by the Houthis toward the southern region.

Asset declarations will become mandatory for all SBU personnel following the 'Operation Carthage' corruption probe, Volodymyr Zelensky said. Calling the scandal 'disgraceful,' he confirmed dismissals and warned Europe of Khimprom cartel expansion.

Iran executes three men arrested during January anti-government protests

White House Deputy Chief of Staff Richard Walters is leaving the administration as Stephen Miller takes over from Susie Wiles following Republicans’ midterm losses.

Key facts: Modine lifts FY2027 outlook; data center margins to rise. Modine raised its fiscal 2027 outlook for continuing businesses, projecting revenue of $3.1 billion to $3.2 billion, data center sales growth of 80% to 90%, and Commercial HVAC growth of 10% to 15%. MarketBeat Modine said supply-chain and material costs pressured second-quarter data center margins, despite sequential gains. It expects margins to rise 100–200 basis points in Q3 and reach at least 20% in Q4. MarketBeat

Iran’s armed forces spokesman Abolfazl Shekarchi described US President Donald Trump’s political and election setbacks as evidence of a broader defeat against Iran, rather than a result of domestic political shifts.

tower in Riyadh’s King Abdullah Financial District was damaged by a projectile on Sunday,