Quick Peek:

• Apple braces for a $900M tariff punch — while diversifying its supply chain.

• The Rural Edge — Amazon Launches $4 Billion Rural Delivery Plan.

• Tesla board’s Musk dilemma — Board Rumblings Suggest Elon’s Not as Untouchable As We Thought.

• Amazon’s Nova AI — its boldest swing yet in the AI arms race.

• DoorDash eyes global scale — in a $3.6B power play for Europe, with Deliveroo takeover bid.

• UPS and humanoid robots — Figure AI steps into logistics

Apple’s $900M Wake-Up Call

Apple is looking at a $900 million financial dent from U.S. tariffs in the June quarter—a stark reminder that even the most powerful tech company isn’t immune to geopolitical friction. CEO Tim Cook admitted that the tariff landscape has become increasingly unpredictable. So, Apple’s counter? A major pivot in its supply chain strategy: it is ramping up iPhone production in India for U.S. customers. A quiet but massive transition that may mark the beginning of Apple’s slow exit from China.

Before we digest the fallout from tariffs, let’s head over to another household name that made a vastly different kind of announcement—one powered not by politics, but by AI…

Inside Amazon’s New Brain: Nova Premier

Amazon just launched Nova Premier, its most capable AI yet. Unlike prior iterations, this one is designed to handle large document loads, conduct complex reasoning over multiple steps, and perform model distillation, basically teaching its own smaller versions how to think.

The rollout signals Amazon's intent to compete more aggressively in enterprise AI and give businesses sharper tools to automate tasks. This isn't just another chatbot, it’s Amazon's answer to enterprise-level intelligence.

Speaking of outsized personalities, let’s talk about a company whose future is deeply tied to one: Elon Musk…