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U.S. Intelligence Sees Iran’s Leadership Intact Despite Weeks of U.S.–Israel Strikes

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U.S. intelligence assessments indicate that Iran’s ruling establishment remains largely intact and is not at immediate risk of collapse, even after nearly two weeks of sustained military strikes by the United States and Israel, according to three sources familiar with the reports quoted by Reuters.

The latest intelligence analysis, completed within the past few days, concludes that Iran’s political system retains control of the country despite the unprecedented military pressure.

A “multitude” of intelligence reports provide “consistent analysis that the regime is not in danger” of falling and still “retains control of the Iranian public,” one of the sources said.

The findings complicate the strategic calculations of the administration of Donald Trump, which is weighing how and when to wind down what has become the largest U.S. military operation since the Iraq War began in 2003.

With global oil prices surging amid the conflict, Trump has signaled that he intends to end the campaign “soon,” though officials acknowledge that securing an acceptable conclusion may prove difficult if Iran’s leadership structure remains firmly in place.

Leadership Cohesion After Khamenei’s Death

The intelligence assessments underline the resilience of Iran’s clerical establishment even after the killing of Supreme Leader Ali Khamenei on Feb. 28, the first day of U.S. and Israeli strikes. His death marked one of the most dramatic moments in the conflict, removing the central figure who had dominated Iranian politics for more than three decades.

Yet intelligence officials say Iran’s governing institutions have moved quickly to maintain continuity.

Earlier this week, the Assembly of Experts — the clerical body responsible for selecting Iran’s supreme leader — declared Khamenei’s son, Mojtaba Khamenei, as the country’s new supreme leader. The transition suggests the regime has preserved its core power structure despite the loss of its longtime figurehead.

Strikes carried out by the United States and Israel have killed dozens of senior Iranian officials and several high-ranking commanders of the Islamic Revolutionary Guard Corps (IRGC), the powerful military and paramilitary organization that plays a central role in Iran’s security apparatus and controls significant portions of the country’s economy.

Even so, U.S. intelligence reports indicate that the IRGC and the interim leadership that assumed authority after Khamenei’s death remain capable of maintaining control.

Officials caution that conditions inside Iran remain fluid and could change rapidly as the conflict evolves.

Diverging War Objectives

The intelligence findings also highlight lingering questions about the strategic objectives of the U.S.-Israeli campaign. Since the operation began, the two allies have targeted a broad range of Iranian military and strategic assets, including air defense systems, nuclear facilities, and senior members of the political leadership.

When announcing the start of the operation, Trump urged Iranians to “take over your government,” comments widely interpreted as encouragement for a popular uprising. Senior officials in his administration later denied that regime change was the formal goal of the military campaign.

Israeli officials have acknowledged privately that there is no certainty the war will result in the collapse of Iran’s clerical government, according to a senior Israeli official familiar with internal discussions.

Another source said Israel’s strategic objective remains the dismantling of Iran’s ruling structure, adding that Jerusalem does not intend to allow remnants of the existing government to remain intact.

Limits Of Military Pressure

Analysts say toppling Iran’s government would likely require far more than airstrikes. One source familiar with strategic planning said regime collapse would probably depend on either a large-scale internal uprising or a ground offensive capable of weakening the state’s security apparatus enough for mass protests to emerge.

Such a scenario would likely involve significant risks, including the possibility of a prolonged regional conflict.

The Trump administration has not ruled out the possibility of deploying U.S. ground forces inside Iran, though officials have not indicated that such a decision is imminent. One possible pressure point considered by U.S. planners involves Iranian Kurdish militant groups based across the border in Iraq.

Reuters reported last week that Kurdish militias held discussions with U.S. officials about the possibility of launching attacks against Iranian security forces in western Iran.

Supporters of the idea argue that an incursion could stretch Iran’s security forces and potentially create conditions for unrest inside the country.

Abdullah Mohtadi, leader of the Komala Party of Iranian Kurdistan, said Kurdish parties have organized networks inside Iran and claimed “tens of thousands of young people are ready to take up arms” if they receive U.S. backing.

Mohtadi said he had received reports that IRGC units in Kurdish regions were abandoning some bases and barracks out of fear of airstrikes.

“We have been witnessing tangible signs of weakness in Kurdish areas,” he said.

However, recent U.S. intelligence assessments have cast doubt on the ability of Kurdish groups to sustain a significant military campaign against Iran’s security forces.

According to two sources familiar with the analysis, intelligence agencies believe the militias lack both the manpower and heavy weaponry needed to challenge Iranian forces effectively.

The Kurdish groups have recently asked U.S. officials and lawmakers for weapons and armored vehicles, another person familiar with the discussions said. But Trump said on Saturday that he had ruled out sending the Kurdish militias into Iran.

The Kurdistan Regional Government, which governs the autonomous Kurdish region of Iraq where the militias are based, did not immediately respond to requests for comment.

War Enters Uncertain Phase

For now, intelligence officials say the conflict has weakened parts of Iran’s military infrastructure but has not fundamentally altered the balance of power inside the country.

That assessment suggests the war could enter a prolonged and uncertain phase, where military strikes degrade Iranian capabilities but fall short of achieving the political transformation some leaders in Washington and Israel have suggested.

With oil markets volatile and diplomatic pressure mounting, the next stage of the conflict may depend less on battlefield developments and more on political decisions in Washington, Jerusalem, and Tehran.

Atlassian cuts 1,600 jobs to fund AI push and enterprise expansion as software firms reshape for the next tech cycle

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Atlassian said it will cut roughly 10% of its workforce, about 1,600 employees, as the enterprise software company restructures operations to accelerate investment in artificial intelligence and expand its focus on large corporate customers.

The announcement comes as major software firms reshape their businesses as AI tools begin to transform the economics of software development and workplace collaboration.

Shares of Atlassian rose nearly 2% in extended trading after the company said the restructuring would allow it to “rebalance” resources and position itself for what it described as the “future of teamwork in the AI era.”

In a memo to staff, chief executive Mike Cannon-Brookes said the layoffs reflect changes in how technology companies must organize talent as artificial intelligence becomes embedded across products and internal operations.

“Our approach is not ‘AI replaces people.’ But it would be disingenuous to pretend AI doesn’t change the mix of skills we need or the number of roles required in certain areas. It does,” he wrote.

The company said the restructuring would generate $225 million to $236 million in charges, primarily related to severance payments and reductions in office space as Atlassian trims costs and shifts investment toward new technologies.

The job cuts will be concentrated largely in North America, where about 40% of the affected roles are located. Australia will account for roughly 30% of the reductions, while India will represent about 16% of impacted positions. Smaller layoffs are expected across Europe, the Middle East, Africa, Japan, and the Philippines.

The company said the restructuring program is expected to be substantially completed by the fourth quarter.

Atlassian also confirmed that its chief technology officer, Rajeev Rajan, will step down from the role effective March 31, signaling further organizational changes as the company reorients its technology strategy around AI-driven tools.

AI Reshaping The Enterprise Software Industry

The move comes as the software sector faces growing scrutiny from investors concerned that rapid advances in artificial intelligence could disrupt traditional software business models. Many AI systems are increasingly capable of automating coding, documentation, and project management tasks that previously required large teams of developers or support staff.

That shift is forcing software companies to rethink hiring strategies, internal workflows, and product roadmaps. Atlassian’s own stock performance illustrates the pressure facing the sector. Its shares fell about 33% last year, reflecting investor concerns about slowing growth across enterprise software companies as AI-driven tools begin to alter how organizations build and manage software.

Some analysts, however, say the market reaction may be exaggerated.

Gil Luria, an analyst at D.A. Davidson, said companies that integrate AI into product development and operations could ultimately improve margins.

“Software companies such as Atlassian have an opportunity to make their business more efficient by adopting AI tools, especially within their product development,” he said. “By reorganizing that way they can reduce the resources necessary to deliver their current business and grow more profitably.”

The restructuring also highlights Atlassian’s increasing emphasis on enterprise customers, an area that promises higher long-term revenue compared with smaller developer teams that historically formed the company’s core user base. Atlassian generates much of its income from collaboration and project-management software used by engineering teams.

Its flagship products include Jira, a widely used platform for tracking software development tasks and managing projects, and Confluence, a workplace knowledge-sharing and documentation platform.

Artificial intelligence is expected to become deeply integrated into those products. Features under development include AI-assisted coding workflows, automated documentation tools, and intelligent project planning systems capable of analyzing development pipelines.

Such capabilities could allow organizations to manage complex projects with smaller teams, one of the factors prompting companies like Atlassian to rethink staffing needs.

Part Of A Broader Tech Sector Shift

Atlassian’s restructuring mirrors a wider transformation unfolding across the technology industry.

Executives speaking at the annual meeting of the World Economic Forum earlier this year acknowledged that while artificial intelligence could eliminate certain roles, it would also create new jobs focused on AI engineering, data infrastructure, and advanced analytics.

However, some industry observers argue that AI is also providing companies with justification to accelerate layoffs that had already been planned as part of broader cost-cutting programs.

For Atlassian, the challenge will be proving that the restructuring strengthens its position in the rapidly evolving market for AI-powered workplace software.

The company is betting that tighter operations, deeper enterprise engagement, and faster development of AI-driven tools will help it compete in an increasingly crowded field where technology giants and specialized startups are racing to define the next generation of productivity software.

Apple’s $599 Macbook Neo Rattles PC Market, Rival Exec Shocked By Cheap Price

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Apple has ventured into one of the most competitive segments of the laptop market with the launch of a lower-priced MacBook, a move that is already drawing attention from rival manufacturers accustomed to competing against the company’s premium devices.

The technology giant unveiled the MacBook Neo in March with a starting price of $599, roughly $500 cheaper than an entry-level MacBook Air. The device also undercuts the price of Apple’s latest smartphones, such as the iPhone 17.

Powered by Apple’s A18 Pro chip, the laptop comes as an attempt by the company to reach a broader global audience by offering a more affordable entry point into its Mac ecosystem.

A Rare Shift Into Lower Pricing

Apple has traditionally dominated the high-end segment of the personal computer market, maintaining premium pricing across its devices while competing on design, performance, and ecosystem integration.

The MacBook Neo marks a rare move into a price category long dominated by Windows-based laptops from manufacturers such as ASUS, Dell, and HP. Analysts say the strategy could help Apple expand its footprint in emerging markets and among students and first-time laptop buyers who may have previously viewed MacBooks as too expensive.

At the same time, the launch coincides with price increases on higher-end MacBook models, suggesting Apple is broadening its lineup rather than abandoning its premium strategy.

Rivals Respond Cautiously

Executives at Asus said the new device has already become a topic of discussion across the industry.

“Given Apple’s historically very premium pricing, launching such an affordable product is certainly a shock to the entire market,” said Nick Wu, the company’s chief financial officer, during the firm’s earnings call.

Wu noted, however, that the MacBook Neo may face limitations that could affect how it competes in the broader notebook market.

The device comes with 8 GB of memory, which he suggested could constrain performance in more demanding applications such as professional software or multitasking-heavy workloads.

“This differs somewhat from mainstream notebook usage scenarios,” Wu said. “The Neo feels more like a tablet, because tablets are mostly for content consumption.”

By comparison, Asus’ lowest-memory laptop on its website, the ZenBook 14, ships with 16 GB of memory, highlighting how PC makers are positioning their products around higher performance specifications.

Analysts say Apple’s broader goal may be less about dominating the budget laptop category and more about expanding its ecosystem. A lower-priced MacBook could attract consumers who already use Apple devices such as the iPhone or iPad but have never purchased a Mac because of the cost barrier.

Bringing those users into the Mac ecosystem could generate additional revenue through software, services, and accessories, areas where Apple has been steadily expanding its business.

The company’s services segment—which includes subscriptions, digital content, and cloud services—has become an increasingly important contributor to its overall revenue in recent years.

Competitive pressure across the PC industry

The move also arrives at a delicate moment for the global PC industry. Laptop shipments surged during the pandemic as remote work and online education drove demand, but the market has since experienced slower growth as consumers extend replacement cycles and businesses delay upgrades.

In that environment, Apple’s entry into a lower price tier could intensify competition among PC vendors already operating with thin margins.

Wu said rival manufacturers are closely watching Apple’s strategy and are likely to respond with competing devices.

“All PC vendors are taking this very seriously,” he said. “The final market competition outcome is hard to predict.”

The MacBook Neo effectively opens a new competitive front between Apple and traditional PC makers.

For years, Apple’s Mac lineup largely avoided direct competition with mid-range Windows laptops. By introducing a device at $599, the company is entering a segment where price sensitivity is far higher, and buyers tend to compare specifications more closely.

How the market responds could determine whether Apple expands further into the budget laptop category or keeps the Neo as a limited entry-level offering designed mainly to broaden access to its ecosystem.

Either way, the move signals that Apple is willing to experiment with pricing in order to capture a larger share of the global laptop market—an arena where competition remains intense, and the battle for new users is far from settled.

German Chancellor Merz States that Germany’s Phase-out of Nuclear Energy is “Irreversible”

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German Chancellor Friedrich Merz has stated that Germany’s phase-out of nuclear energy is “irreversible.” This comment came on March 10, 2026, during a press appearance in Berlin following a meeting with Czech Prime Minister Andrej Babiš.

Merz described the decision—completed in 2023 under the previous government, when the last three reactors were shut down—as a “strategic mistake” that he regrets. He aligned with European Commission President Ursula von der Leyen’s view that Europe’s broader shift away from nuclear power was misguided, especially amid efforts to promote low-carbon energy sources like small modular reactors (SMRs).

Merz emphasized: “The decision is irreversible. I regret that, but that’s the way it is.” He noted that while he personally shares the criticism of the phase-out which he has previously called a “serious strategic mistake” in earlier 2026 statements, no reversal is possible for Germany due to prior government actions.

The focus now shifts to optimizing energy policy through grid expansion, increased supply, and alternatives like renewables and potentially new gas plants or advanced technologies. This comes against a backdrop of ongoing debate in Europe over nuclear’s role in energy security and decarbonization.

Merz’s remarks highlight acceptance of the status quo despite acknowledged downsides, such as reduced baseload capacity and higher energy costs post-phase-out. Recent news reports confirm this as a fresh statement tied to EU-level discussions on nuclear expansion. No indications suggest any policy shift toward restarting or building new fission plants in the near term under his leadership.

France’s nuclear energy policy, strongly emphasizes expansion and reliance on nuclear power as the backbone of its low-carbon electricity system. Under President Emmanuel Macron, France has reversed earlier reduction targets and committed to a major nuclear renaissance. This stance contrasts sharply with Germany’s irreversible phase-out.

France operates 57 reactors (total capacity ~63 GW), producing around 65-70% of its electricity. The government prioritizes lifetime extensions to 50-60 years (subject to safety approvals by the nuclear regulator), reversing prior plans to shut down 14 older reactors early.

Nuclear output targeted at 380-420 TWh per year by 2030-2035 up from previous 360-400 TWh range, aiming for stable baseload power amid rising demand from electrification, AI/data centers, and industry. Construction of six new EPR2 reactors (evolved EPR design) confirmed, with preparatory work ongoing (e.g., potential sites like Penly, Gravelines, Bugey).

Option to launch eight additional EPR2 reactors as early as 2026 decisions. First new reactors expected online in the late 2030s/early 2040s. Exploration of small modular reactors (SMRs), with first construction targeted around the early 2030s.

The policy scales back ambitious wind/solar targets (e.g., slower onshore wind/solar growth) to prioritize nuclear stability, while still advancing offshore wind and other renewables as complements.

Increase electricity’s share in total energy consumption from ~30% to higher levels, phase out fossil fuels, enhance energy sovereignty, and support decarbonization. Nuclear positioned as key for competitiveness, AI growth, and exporting low-carbon power.

France hosted the second World Nuclear Energy Summit in Paris with IAEA involvement, where Macron highlighted nuclear’s role in energy sovereignty, decarbonization, and powering future tech like AI data centers. He noted France’s exports of ~90 TWh of decarbonized electricity in recent years.

EU Commission President Ursula von der Leyen echoed support, calling Europe’s past shift away from nuclear a “strategic mistake” amid energy crunches from Middle East conflicts and high fossil prices. France pushes for diversified uranium supplies reducing Russia reliance and standardized designs.

Costs for the six EPR2 reactors estimated at ~€73 billion (2020 prices, as of late 2025), with funding discussions ongoing including potential state loans and EU mechanisms.

Comparison to Germany

While Germany views its 2023 phase-out as irreversible despite regrets from leaders like Merz, France actively expands nuclear to maintain its position as Europe’s top nuclear producer and low-carbon leader. This policy reflects lessons from recent supply challenges, high energy prices, and geopolitical needs.

France’s approach positions nuclear as essential for industrial strength, climate goals, and energy independence in an uncertain world. No phase-out is planned; instead, the focus is on revival and growth.

Iran’s Naval Mines in Strait of Hormuz Create Emergent Increase on Global Oil Price Surge

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Iran has begun laying naval mines in the Strait of Hormuz. This development comes amid the ongoing U.S.-Israel conflict with Iran, where the strait—a critical chokepoint for roughly 20% of global oil and liquefied natural gas shipments—has already seen effectively halted commercial traffic due to threats, attacks on vessels, and insurance risks.

U.S. intelligence sources indicate Iran has started deploying mines, with reports of “a few dozen” placed so far. Iran retains significant capacity, including 80–90% of its small boats and mine-laying vessels, and an estimated inventory of thousands of mines.

Iran declared the strait closed in early March, vowed to attack passing ships, and has used drones, missiles, and other tactics to disrupt traffic without a full blockade initially. The U.S. military is actively responding, with strikes on Iranian mine-laying vessels, storage facilities, and naval assets to prevent wider deployment and keep the strait viable.

Officials note this as a major escalation, potentially aimed at economic pressure rather than total closure (Iran also relies on the strait for its own exports). The move has immediate market implications, with oil prices spiking on the news (e.g., reports of sharp increases in the past hour tied to these developments).

Global energy markets are already under strain from the de-facto shutdown, and further mining could prolong disruptions, drive insurance rates higher, and risk broader economic fallout. This fits into Iran’s layered strategy in the conflict, combining mines with anti-ship missiles, drones, and small craft swarms to complicate U.S./allied naval operations.

The situation remains fluid, with U.S. officials including Defense Secretary Hegseth warning of severe retaliation if Iran fully disrupts oil flows, and ongoing strikes targeting Iranian capabilities. The escalation involving Iran laying naval mines in the Strait of Hormuz, combined with broader conflict disruptions (including threats to shipping, attacks on vessels, and halted tanker traffic), has caused significant volatility and upward pressure on global oil prices.

The Strait of Hormuz remains a critical chokepoint, handling about 20% of the world’s seaborne crude oil and a substantial portion of liquefied natural gas (LNG). The effective near-shutdown of commercial traffic—due to mining, missile/drone threats, insurance skyrocketing, and ships anchoring or avoiding the route—has stranded millions of barrels of oil from key producers like Saudi Arabia, Iraq, Kuwait, UAE, and others.

This has triggered production cuts in some cases due to storage limits and created a severe supply shock perception in markets. Brent crude (global benchmark) has seen dramatic swings: It spiked sharply in early March (reaching highs above $100–$119 per barrel in some sessions amid peak fears), but as of March 10, 2026, it has pulled back significantly, trading around $84–$92 per barrel with closes reported in the $87–$90 range in various sources, down 6–11% in recent sessions.

WTI crude (U.S. benchmark) has followed a similar pattern, dropping to around $83 per barrel in some reports after earlier surges. This pullback appears tied to market anticipation of interventions, such as potential releases from emergency reserves (e.g., IEA or U.S. Strategic Petroleum Reserve discussions), U.S. naval escorts to reopen routes, or hopes for de-escalation signals.

Earlier in the crisis (late February to early March), prices jumped 10–30%+ in single sessions or short periods on news of closures and attacks, with analysts warning of prolonged disruptions pushing levels to $100+, $150, or even higher in worst-case full-blockade scenarios. Risk premium from uncertainty, halted ~15–20 million barrels/day of flows, damaged infrastructure, and higher shipping/insurance costs.

Downward pressures recently: Expectations of supply offsets (e.g., spare capacity elsewhere, reserve draws), partial U.S./allied efforts to secure the strait, and some market relief from conflict updates. Gasoline and consumer effects: U.S. pump prices have risen ~17% since the war intensified, with further hikes possible if disruptions persist. Global energy costs (including European natural gas) have also surged.

Analysts from Goldman Sachs, Wood Mackenzie, Bloomberg note that sustained mining/blockade could drive prices well over $100/barrel, potentially evoking 1970s-style shocks, inflation, and economic slowdowns. However, a quick resolution or partial reopening could stabilize or reverse gains.

The situation is highly fluid—prices remain elevated versus pre-conflict levels (~$60–$70/barrel baselines earlier in 2026) but have corrected from peak panic highs. Markets are pricing in both escalation risks and potential stabilization efforts.