Geopolitical and defense priorities dominate this hour’s news, marked by the U.S. military’s urgent relief of the over-extended USS Abraham Lincoln, which has faced significant operational and crew-welfare challenges during the ongoing Iran conflict, with the USS George Washington now rotating into the theater. This defensive posture is coupled with a broader move to protect domestic industrial capabilities, exemplified by President Trump’s newly announced drone tariffs. In the markets, tech remains a standout performer, with IPD Group and Agora reporting record results fueled by the data center boom and AI agent adoption, respectively, while Palo Alto Networks, Cloudflare, and HP Inc. hit 52-week highs. However, this growth narrative contrasts with growing macro pressures, particularly regarding China; the nation’s auto exporters are straining global shipping logistics, contributing to wider volatility that includes sliding JD.com shares and downward pressure on the Hang Seng index.