
- In today’s CEO Daily: Diane Brady takes stock of DOGE’s impact in two top-of-mind areas.
- The big leadership story: Nvidia and Supermicro have a longstanding relationship, but after the arrest of Supermicro’s cofounder last month, Nvidia faces a decision of whether to distance itself from the company.
- The markets: Largely closed for a holiday weekend, but up today in parts of Asia.
- Plus: All the news and watercooler chat from Fortune.
Good morning. The U.S. could be about two weeks away from ending the war with Iran or one day away from unleashing “all hell” on the country, the latter of which President Trump reinforced Sunday in a crude social post. One reason it’s hard to know is that the formerly Elon Musk-led Department of Government Efficiency gutted the 80-person team in the State Department charged with leading international energy diplomacy earlier this year.