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China's Ministry of Commerce met with Alibaba and ByteDance to discuss limiting overseas access to advanced AI. Alibaba also blocked staff from using Anthropic's tools.

Ukrainian drone strikes on Russian refineries keep diesel supplies tight, widening crack spreads. Marathon Petroleum captures that premium, driving cash flow and buybacks. Alpha Score 51.

Iranian Americans describe a shift as the war unifies the public behind the regime. The rally effect is one-way: Tehran projects strength while Israeli politics face September volatility.