Good morning. On Fortune’s radar today:
Markets: Oil up (again), stocks all over the place. Exclusive: CEOs got millions after boards ‘neutralized’ the impact of tariffs on exec comp. Exclusive: Nvidia’s Jensen Huang heralds new era of productivity powered by AI. Exclusive: AWS chief Matt Garman sees “massive change” ahead. Musk in OpenAI case: AI “could kill us all.” Trump signals blockade of Iran will continue for the long-term. Facial recognition cameras at Disney.Quick note: Subscribe to the forthcoming Fortune Gulf Brief. Every Tuesday, this new newsletter will deliver clear-eyed, authoritative intelligence on the deals, decisions, policies, and power shifts shaping one of the world’s most consequential regions, written for the people who need to act on it. Sign up here.
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