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After Hamas attacked Israel in October, igniting the Gaza war, Israeli leaders described the group’s most senior official in the territory, Yahya Sinwar, as a “dead man walking.” Considering him an architect of the raid, Israel has portrayed Mr. Sinwar’s assassination as a major goal of its devastating counterattack. Seven months later, Mr. Sinwar’s survival is emblematic of the failures of Israel’s war, which has ravaged much of Gaza but left Hamas’s top leadership largely intact and failed to free most of the captives taken during the October attack. Even as Israeli officials seek his killing, they have been forced to negotiate with him, albeit indirectly, to free the remaining hostages. Mr. Sinwar has emerged not only as a strong-willed commander but as a shrewd negotiator who has staved off an Israeli battlefield victory while engaging Israeli envoys at the negotiating table, according to officials from Hamas, Israel and the United States. Some spoke on the condition of anonymity to discuss sensitive intelligence assessments of Mr. Sinwar and diplomatic negotiations.

Persons: Yahya Sinwar, Sinwar’s, Sinwar, Sinwar — Locations: Israel, Gaza, United States, Egypt, Qatar

Israeli leaders declared on Thursday that they would not be deterred by President Biden’s threat to withhold more arms shipments if the military launched a major assault on densely populated areas of Rafah in southern Gaza. Defiant and at times disdainful of the Biden administration’s stance, their comments made clear the widening rift between Israel and the United States over the war and the prospect of a full-scale invasion of Rafah, where about a million Palestinians are sheltering. And they came as high-level negotiations aimed at reaching a cease-fire and hostage deal were derailed — at least for the moment — amid anger by some of the participants over a military incursion into Rafah by Israeli forces earlier this week. After that incursion, Mr. Biden said the United States, Israel’s closest ally, would not ship more weapons that could be fired into crowded sections of Rafah. On Thursday, an Israeli military spokesman said his nation had enough munitions on hand to proceed with its plans.

Persons: Biden’s, Biden Locations: Rafah, Gaza, Israel, United States

☆ Watch out for these momentum losers that could underperform, Evercore ISI says
▼ + stars: | 2024-05-07 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

A collection of so-called momentum misers are already seeing their 2024 earnings estimates revised downward and the stocks have few reasons that could drive them higher, according to Julian Emanuel, Evercore ISI managing director and head of equity, derivatives and quantitative strategy. Lowe's first-quarter results are due out on May 21, but 2024 earnings estimates have fallen 4.7% year to date, according to Evercore. LOW YTD mountain Lowe's stock. MicroStrategy also made the Evercore list. Still, its 2024 earnings estimates have been revised down by more than 116% since the year began.

Persons: Julian Emanuel, Emanuel, Russell, Lowe's, Morgan Stanley, Simeon Gutman, Gutman, MicroStrategy Organizations: ISI, Coterra Energy, Citigroup

☆ Officials Describe Pact Hamas Has Embraced as U.S.-Israel Proposal With Small Changes
▼ + stars: | 2024-05-06 | by ( Edward Wong | Julian E. Barnes | ) www.nytimes.com time to read: +2 min

The officials said that the changes were made by Arab mediators in consultation with William J. Burns, the C.I.A. director, and that the new version keeps a key phrase, the eventual enactment of a “sustainable calm,” wording that all sides had said earlier they could accept. The two officials said the response from Hamas was a serious one, and that it was now up to Israel to decide whether to enter into an agreement. In the second phase, the two sides would work toward reaching a “sustainable calm,” which would involve the release of more hostages, the officials said. The officials said that Israel’s prime minister, Benjamin Netanyahu, was expected to push back against that definition.

Persons: William J, Burns, Israel, Benjamin Netanyahu Organizations: Hamas Locations: Israel, United States, Gaza

☆ Tom Brady gets roasted by Rob Gronkowski, Kim Kardashian and more in Netflix’s ‘The Greatest Roast of All Time’
▼ + stars: | 2024-05-05 | by ( Alli Rosenbloom | ) edition.cnn.com time to read: +4 min

CNN —Tom Brady took some major hits by his former teammates, comedians and even Kim Kardashian during Netflix’s “The Greatest Roast of All Time” on Sunday. Boston-native and Brady fan Ben Affleck revealed that while the two were filming a Super Bowl spot, Brady asked the actor and director to look at his social media comments. #TomBradyRoast pic.twitter.com/Mp0mYZXdn3 — Netflix (@netflix) May 6, 2024Brady may have seen certain defeat on Sunday but his decades-long NFL career is nothing short of remarkable. He is also a five-time Super Bowl MVP and won three NFL MVP awards. At the end of the roast, Brady finally had the chance to defend himself, saying that people had asked him why he agreed to do the event.

Persons: Tom Brady, Kim Kardashian, Netflix’s, Kevin Hart, Gisele Bündchen, “ deflategate ”, Jeff Ross, Brady, Kardashian, “ I’d, I’d, ”, Ben Affleck, ” Affleck, ” Will Ferrell, Ron Burgundy, “, ” Brady, Rob Gronkwoski, Julian Edelman, Randy Moss, Drew Bledsoe, Bill Belichick, Peyton Manning, Robert Kraft, Gronkowski, Belichick, Bert Kreischer, Tom Segura, Nikki Glaser, Andrew Schulz, Tony Hinchcliffe, Sam Jay, Glaser, Tom, I’ve Organizations: CNN, Netflix, NFL, New England Patriots, Patriots, Sunday, Rings, Tampa Bay Buccaneers Locations: Boston, Denver, Louisiana

☆ U.S. Seeks to Build World Pressure on Russia Over Space Nuclear Weapon
▼ + stars: | 2024-05-03 | by ( Julian E. Barnes | David E. Sanger | ) www.nytimes.com time to read: +1 min

American officials are trying to increase international pressure on Russia not to deploy an antisatellite nuclear weapon in space, and have obtained information that undermines Moscow’s explanation that the device it is developing is for peaceful scientific purposes, a senior State Department official said on Friday. Concern over the Russian development of a new generation of space nuclear weapons has been growing in Washington, especially since Moscow’s veto last month of a U.N. measure aimed at keeping space free of such weapons. Some Republicans believe that the Biden administration is not doing enough to deter Russian work on the device, and others are concerned about China’s apparent decision not to pressure Moscow to stop. On Friday, Mallory Stewart, the assistant secretary of state for arms control, said that while the United States had been aware of Russia’s pursuit of such a device for years, “only recently have we been able to make a more precise assessment of their progress.”Ms. Stewart, speaking at the nonpartisan Center for Strategic and International Studies in Washington, said the orbit the Russian satellite would occupy is in a high-radiation region not used by other satellites, information that undercuts Russia’s defense that it is not developing a weapon.

Persons: Biden, Mallory Stewart, “, Ms, Stewart Organizations: State Department, Strategic, International Studies Locations: Russia, Washington, Moscow, United States

☆ Buy these 'AI revolutionaries' trading at a discount, Evercore ISI says
▼ + stars: | 2024-04-23 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

The artificial intelligence revolution is just getting started, and that means there are opportunities for investors to scoop up some names at a discount, according to Evercore ISI. Yet adoption is low, with less than 5% of U.S. firms reporting using AI, he said, citing U.S. Census Bureau data. To find "AI revolutionaries" that are trading at a discount, Evercore ISI looked for companies in the Russell 1000 with strongly trending AI mentions — either surpassing the index or the company's sector average. One of the names on the list is Uber Technologies , which mentioned AI 17 times last year. The company is also using AI to increase productivity.

Persons: OpenAI's ChatGPT, Julian Emanuel, Emanuel, Russell, —, Uber's, Dara Khosrowshahi, they're, CNBC's, Goldman Sachs, David Solomon, Solomon, Goldman's, Penny, Glenn Fogel, Fogel Organizations: ISI, Census, Nvidia, Nasdaq, Uber Technologies, Holdings Locations: U.S

covers the U.S. intelligence agencies and international security matters for The Times. He has written about security issues for more than two decades.

Organizations: The Times

Israel’s military operations in Gaza have weakened Hamas. Thousands of its members have been killed, and at least one senior military leader has been eliminated. Yet Israel has not achieved its primary goals of the war: freeing hostages and fully destroying Hamas. The war and the tactics of the Israel Defense Forces have come at a great cost. Vast numbers of Palestinian civilians have been killed in the Israeli campaign; hunger is widespread in Gaza; and deaths around relief efforts have generated condemnation.

Persons: Israel Organizations: Hamas, Israel Defense Forces, Israel Locations: Gaza, Israel

The United States is considering imposing sanctions on one or more Israeli battalions accused of human rights violations during operations in the occupied West Bank, according to a person familiar with the deliberations. Mr. Netanyahu said in a social media post that his government would “act by all means” against any such move. The news about the possible sanctions, reported earlier by Axios, came only a day after the House approved $26 billion for Israel and humanitarian aid for civilians in conflict zones, including Gaza. The sanctions, if imposed, would not hold up the military aid that was just approved in Congress. On Sunday, Palestinians in the West Bank went on a general strike to protest a deadly Israeli military raid at a refugee camp.

Persons: Benjamin Netanyahu, Mr, Netanyahu, Axios Organizations: West Bank, Biden, Sunday Locations: States, Gaza, Israel

☆ C.I.A. Director Blames Hamas for Stalled Peace Talks
▼ + stars: | 2024-04-18 | by ( Julian E. Barnes | Aaron Boxerman | ) www.nytimes.com time to read: +1 min

Negotiations for a cease-fire and the release of Israeli hostages have stalled because Hamas rejected the latest proposal put forth by Israel, Qatar and Egypt, the C.I.A. director said Thursday, putting the blame for a lack of progress in talks squarely on the group that led the Oct. 7 attack on Israel. director and lead American negotiator, traveled to Cairo and pushed what he called “a far-reaching proposal” that Egyptian and Qatari negotiators took to Hamas. While Mr. Burns did not describe the details of that proposal, he said that so far Hamas has not accepted it. “It was a deep disappointment to get a negative reaction from Hamas,” said Mr. Burns, speaking at the George W. Bush Presidential Center in Dallas.

Persons: William J, Burns, C.I.A, ”, George W, “ Organizations: Hamas, Qatari, Bush Presidential Center, Sunday Locations: Israel, Qatar, Egypt, Cairo, Dallas, Gaza

☆ China Could Threaten Critical Infrastructure in a Conflict, N.S.A. Chief Says
▼ + stars: | 2024-04-17 | by ( Julian E. Barnes | ) www.nytimes.com time to read: +1 min

China has been trying to find ways to gain access to critical infrastructure in the United States so that it can threaten those systems in the event of a conflict, the National Security Agency director said on Wednesday. and the U.S. military’s Cyber Command in February, said that Beijing had stepped up its cyberefforts and that the United States, in response, was working harder to disrupt that activity. Last year, U.S. officials uncovered an effort by China to gain access to critical infrastructure in Guam, home to U.S. military bases, and in the continental United States. Microsoft called the intrusions Volt Typhoon, after a Chinese network of hackers who often avoided using detectable malware and instead used stealthier techniques to enter wastewater systems and communication networks. “What you see in Volt Typhoon is an example of how China has approached establishing access to put things under threat,” General Haugh said at a security conference at Vanderbilt University.

Persons: Timothy D, Haugh, ” Organizations: National Security Agency, U.S, military’s, Command, Microsoft, Vanderbilt University Locations: China, United States, Beijing, Guam

Iran’s attack on Israel, an immense barrage that included hundreds of ballistic missiles and exploding drones, changed the unspoken rules in the archrivals’ long-running shadow war. In that conflict, major airstrikes from one country’s territory directly against the other had been avoided. Given that change in precedent, the calculus by which Israel decides its next move has also changed, said the Israeli officials who requested anonymity to discuss Iran. “We cannot stand still from this kind of aggression,” Rear Adm. Daniel Hagari, the spokesman for Israel’s military said on Tuesday. Iran, he added, would not get off “scot-free with this aggression.”

Persons: Israel, Daniel Hagari, “ scot, ” Locations: Israel, Iran

Even as president, Donald J. Trump flaunted his animosity for intelligence officials, portraying them as part of a politicized “deep state” out to get him. And since he left office, that distrust has grown into outright hostility, with potentially serious implications for national security should he be elected again. House Republicans agreed to move the legislation ahead on Friday only after revising it to ensure that Mr. Trump would get another crack at shaping it to his liking if he wins the presidency again. Indicted last year on charges of hoarding classified documents after leaving office and obstructing efforts to retrieve them, Mr. Trump has also translated his anger into legal arguments, telling a federal court that there is no reason to believe the “meritless claims” of agencies like the C.I.A. Intelligence agencies have shown a bias against Mr. Trump since the first impeachment against him, his lawyers have argued in the classified documents case, promising a fight if officials testify that his actions put the country at risk.

Persons: Donald J, Trump, ” Organizations: Wednesday, House Republicans, Intelligence

☆ Buy these 23 stocks set to be long-term leaders while earnings crush estimates this year, according to strategists who've crafted a market-beating portfolio
▼ + stars: | 2024-04-10 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

US stocks could be stuck in quicksand for the rest of 2024 despite robust earnings growth, but investors shouldn't panic. Wall Street expects double-digit earnings growth in 2024. The consensus estimate for S&P 500 profits is about $244, which would be up from $220 in 2023. The so-called SMID-cap cohort lagged its larger peers again in the first quarter, posting a solid 7.6% total return, while the S&P 500 surged 10.6%, including dividends. Six sell-side research analysts cover the typical stock in the SMID-cap S&P 1000 index compared to 17 analysts for the average S&P 500 member, Belski wrote.

Persons: Brian Belski, Belski, Evercore ISI's Julian Emanuel Organizations: Business, BMO Capital Markets, BMO

☆ These 8 stocks will post unexpectedly strong Q1 earnings during one of the best settings for stock-pickers in almost 20 years, according to Evercore
▼ + stars: | 2024-04-09 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

Evercore ISISurprisingly strong economic growth will fuel a 5.5% year-over-year jump in corporate earnings this quarter, according to Evercore. That would be well above analysts' consensus of about 3% but below the nearly 8% growth rate in Q4. 8 stocks set to outperform soonThough US stocks broadly may be in for a rough ride, stock-pickers shouldn't get too worried. To help with the search, Emanuel and company highlighted eight stocks set to outperform during the Q1 earnings season. Below are the eight companies listed in alphabetical order along with their ticker, market capitalization, sector, expected earnings release date, year-to-date earnings revision, and expected earnings growth rate relative to their sector peers.

Persons: —, Julian Emanuel, Emanuel, recalculate, Evercore, Emanuel's, didn't, shouldn't, Zscaler Organizations: Service, ISI, Business, PPG Industries

☆ France Bracing for Cyberattacks During Summer Olympics
▼ + stars: | 2024-04-08 | by ( Julian E. Barnes | ) www.nytimes.com time to read: +1 min

The Summer Olympics and tensions over the war in Ukraine are likely to make Paris a tempting target for a variety of hacking attempts, including from adversarial countries, France’s top cybersecurity official said on Monday. French officials, including Mr. Strubel, are in Washington this week for consultations with cybersecurity officials. The Paris Olympics will run from July 26 to Aug. 11. The opening ceremony of the 2018 Olympics in Pyeongchang, South Korea, was marred by a cyberattack that caused internet disruptions. Security companies quickly blamed Russia, and the Fancy Bear hacking group tied to Moscow’s intelligence services, for that attack.

Persons: Vincent Strubel, France’s, ransomware, Strubel Locations: Ukraine, Washington, Pyeongchang, South Korea, Russia

☆ Middle East Crisis C.I.A. Director Is Heading to Cease-Fire Talks as Pressure Grows on Israel
▼ + stars: | 2024-04-05 | by ( Julian E. Barnes | ) www.nytimes.com time to read: +4 min

During the call, Mr. Biden threatened to condition future support for Israel on how it addresses his concerns about civilian casualties and the humanitarian situation in Gaza. The Israeli statement did not give a timing for when the crossing would be reopened. Mr. Biden has grown increasingly critical of Israel’s approach to the war against Hamas in Gaza, saying that more must be done to protect civilians. Image Palestinians gathering to receive food in the town of Jabaliya in northern Gaza last month. Israel has rejected accusations that it is responsible for delays in the delivery of aid.

Persons: Israel, Biden, Benjamin Netanyahu, Jordan — “, Erez, Adrienne Watson, “, ”, Netanyahu, —, Ms, Watson, Mahmoud Issa, Kerem, Lloyd J, Austin III, Patrick Kingsley Organizations: Israel, National Security Council, United, Defense, Pentagon, International Court of Justice Locations: Gaza, Ashdod, Israel, United Nations, “, Jabaliya, Kerem Shalom, Rafah, The Hague

☆ C.I.A. Director Is Heading to Cairo for New Truce Talks
▼ + stars: | 2024-04-04 | by ( Julian E. Barnes | ) www.nytimes.com time to read: +14 min

During a 30-minute call with Prime Minister Benjamin Netanyahu of Israel, President Biden went further than ever in pressing for change in the military operation. Credit... Fatima Shbair/Associated PressBy the middle of the night in Jerusalem, Israel made its first gestures to Mr. Biden. The reported agreement came as American officials held out the prospect of consequences if Mr. Netanyahu resisted. But Mr. Kirby would not outline specific metrics for judging Israel’s response or what Mr. Biden would do if not satisfied. Mr. Biden called himself “outraged and heartbroken” over the incident and made a point of calling Mr. Andrés to express his condolences.

Persons: Benjamin Netanyahu, Israel, President Biden, Biden, Biden’s, “, Netanyahu, ”, Fatima Shbair, Mr, Antony J, Blinken, ” Mr, Chris Coons, Coons, Kamala Harris, Jake Sullivan, Biden “, William J, Burns, Mohammed Saber, John F, Kirby, emboldening, John Hannah, José Andrés, Andrés, Zomi Frankcom, Damian Soból, Barack Obama, Bibi, ” Ben Rhodes, Obama, ” Jon Favreau, doesn’t, ‘, ’, aggravation, Jill Biden, Joe, ” Julian E, Barnes, Katie Rogers, David E, Sanger, Lara Jakes Organizations: Israel, Hamas, Credit, Associated, U.S . National Security Council, NATO, Democratic, CNN, Republican, American Israel Public Affairs Committee, Iran, Central Kitchen, Shutterstock, Jewish Institute for National Security of America, Biden, Mr, Israel Defense Forces, White Locations: Gaza, Israel, Rafah, Jerusalem, Ashdod, Jordan, Brussels, Michigan, Washington, Delaware, Iran, Syria, United States, Cairo, “ Hamas, Haiti, Cyprus, U.S, “

☆ U.S. Intelligence Warning to Moscow Named Specific Target of Attack
▼ + stars: | 2024-04-02 | by ( Julian E. Barnes | ) www.nytimes.com time to read: 1 min

The U.S. warning to Russia ahead of a terrorist attack near Moscow was highly specific: Crocus City Hall was a potential target of the Islamic State, according to U.S. officials. The warning had the right venue but imprecise timing, suggesting that the attack could come within days. Indeed, the public warning by the United States Embassy on March 7 warned of potential terrorist attacks in the next two days. Gunmen stormed the hall on March 22, killing 144 people, the deadliest attack in Russia in nearly 20 years. The Islamic State claimed responsibility for the attack, and Russia charged four men from Tajikistan, accusing them of carrying out the massacre.

Persons: Vladimir V, Putin Organizations: Islamic, United States Embassy, Gunmen, Islamic State Locations: Russia, Moscow, Crocus, Islamic State, Tajikistan, Ukraine

☆ Market momentum setback likely this month, warns Evercore's Julian Emanuel
▼ + stars: | 2024-04-01 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket momentum setback likely this month, warns Evercore's Julian EmanuelJulian Emanuel, Evercore ISI senior managing director, joins 'Fast Money' to talk the possibility of a volatile April in the markets.

Persons: Evercore's Julian Emanuel Julian Emanuel

☆ Part scary, part exciting: How artists are using AI in their work
▼ + stars: | 2024-04-01 | by ( Lucy Handley | ) www.cnbc.com time to read: +7 min

But they also said they were excited about what generative AI might bring. Installation artist Rubem Robierb was "shocked" when he first saw what generative AI could do, he told CNBC by phone. "In its infancy, [generative] AI can create more images in a second [than] the human brain can even process. As it exists right now, [generative] AI sources from known images, known artwork, and known artists to complete a task. Generative artUsing generative AI in an ethical manner is a key consideration for London gallery the Serpentine, which has developed AI projects with artists since 2014, according to its CEO Bettina Korek.

Persons: Refik, Hugo Glendinning, OpenAI's DALL, Rubem Robierb, Robierb, Dandara dos Santos, Rubem, Bettina Korek, Refik Anadol, Korek, Anadol, Julian Espagnon, Danilo S, Shane Guffogg, Carlucci, Holly Herndon, Mat Dryhurst, Jordan Meyer, Guffogg, I'm Organizations: CNBC, Celebrity Cruises for Edge, Smithsonian Institution, Economic, United Arab, & Systems, gallery's Arts Technologies Locations: London, New York City, Fortaleza, Brazil, New York, Miami, Europe, Serpentine, Davos, Switzerland, United Arab Emirates, Herndon, Venice, Italy, California

☆ Russia Amps Up Online Campaign Against Ukraine Before U.S. Elections
▼ + stars: | 2024-03-27 | by ( Julian E. Barnes | David E. Sanger | ) www.nytimes.com time to read: +1 min

Russia has intensified its online efforts to derail military funding for Ukraine in the United States and Europe, largely by using harder-to-trace technologies to amplify arguments for isolationism ahead of the U.S. elections, according to disinformation experts and intelligence assessments. In recent days, intelligence agencies have warned that Russia has found better ways to hide its influence operations, and the Treasury Department issued sanctions last week against two Russian companies that it said supported the Kremlin’s campaign. The stepped-up operations, run by aides to President Vladimir V. Putin and Russian military intelligence agencies, come at a critical moment in the debate in the United States over support for Ukraine in its war against Russia. While opposition to additional aid may have started without Russian influence, the Kremlin now sees an opportunity. Russian operatives are laying the groundwork for what could be a stronger push to support candidates who oppose aiding Ukraine, or who call for pulling the United States back from NATO and other alliances, U.S. officials and independent researchers say.

Persons: Vladimir V, Putin Organizations: Ukraine, Treasury Department, Russia, Kremlin, NATO Locations: Russia, United States, Europe, Russian, Ukraine

The United States collected intelligence in March that Islamic State-Khorasan, known as ISIS-K, the branch of the group based in Afghanistan, had been planning an attack on Moscow, according to officials. In addition to publicly warning on March 7 about a possible attack, U.S. officials said they had privately told Russian officials about the intelligence pointing to an impending attack. It is not clear how much information the United States gave Russian officials beyond what was in the public warning. Western intelligence agencies had collected intelligence about possible planning by ISIS-K to bomb the service. As in Russia, ISIS-K claimed responsibility for that attack.

Persons: ”, Vladimir V, Putin, Colin P, Clarke, Qassim Suleimani Organizations: Islamic State, United, ISIS, Soufan, Kremlin, United States Locations: Moscow, United States, State, Khorasan, Afghanistan, Russia, Europe, New York, Chechnya, Syria, Iran, U.S, United

The warning was related to the attack on Friday, according to people briefed on the matter. Pro-Kremlin voices immediately seized on the U.S. Embassy’s warning to paint America as trying to scare Russians. And he has been quick to accuse Ukraine of acts of terrorism to justify his invasion of the country. But I would disabuse you at this early hour of any connection to Ukraine.”“Our thoughts obviously are going to be with the victims of this terrible, terrible shooting attack,” he also said. Mykhailo Podolyak, a top adviser to Ukraine’s presidential office, said in a video statement that “Ukraine has absolutely nothing to do” with the attack.

Persons: Vladimir V, Putin, Mr, ”, John Kirby, Maria Zakharova, Washington, Mykhailo Podolyak, Aishvarya Kavi Organizations: U.S, Embassy, State Department, Kyiv, Biden’s National Security Council, White, Reuters, “ Locations: Moscow, America, Russia, Ukraine, Russian, U.S, Washington

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