Market Signals

Trump Muses on Future Iran Strike With ‘Mother of All Bombs’ - Bloomberg.com

Emerging-Market Stocks Gain as Fed’s Warsh Backs AI Optimism - Bloomberg

BOJ’s Koeda warns against too much caution on rate hikes

Anthropic grants non-profit METR ‘employee-like’ access to monitor AI risks - Financial Times

NYC Comptroller Calls for Anthropic to Pause IPO for AI Safety - Bloomberg.com

Iran’s precision strikes picked apart Gulf infrastructure, blunting US war plans - Reuters

Iran-backed Houthis strike Saudi oil company Aramco’s headquarters, officials say - AP News

Germany Slams US Move to Bring Russia Back to the Global Stage - Bloomberg.com

Russia builds major new drone attack base in six weeks, satellite images show - Reuters

U.S. chip project significant for Japan-U.S. AI edge: Akazawa

Drone attack causes fire at Russia's Ryazan refinery, regional governor says - Reuters

Nikkei 225 falls 5% on rate and AI concerns

Anthropic Results May Aid IPO But Not AI Trade, Analysts Say - Bloomberg.com

CPI comes in hot, AI goes cold - Financial Times

US military weighs use of ‘mother of all bombs’ in potential future strikes on Iran, CNN says - Reuters

Hot inflation data and an AI selloff have the Dow, S&P 500 and Nasdaq lower, with $CRWV, $NBIS, $NVDA and $IBRX in focus. Two engines of the 2024-25 b

Japan denies spying after Russia arrests journalist

Celltrion to highlight Remsima SC clinical data at UEG Week 2026

Why power and zero capex go hand-in-hand as the data center’s real strategic asset - Data Center Dynamics

Freshfields partners explore carve-out of AI unit worth ‘billions’, leaked emails reveal - Financial Times

SK Group mulls multi-billion-dollar investment in Westinghouse stake

MUFG wades back into Japanese bonds with eye on policy risks

Kurly revisits IPO as profits improve, Naver backing grows

$1 Trillion in Hyperscaler Capex: Who’s Really Funding the AI Infrastructure Era? - FourWeekMBA

Fed’s Beige Book Shows Intensifying Price Growth in Some Areas - Bloomberg.com

CoreWeave CEO notes strong backlog in memo to reassure staff over market scrutiny

HSBC plans sweeping job cuts across UK wealth business in AI push - Financial Times

China’s Producer Prices Jolted by Oil as Inflation Rebounds - Bloomberg.com

Roh forgoes appeal in W944b divorce dispute with SK chief

Apple unleashes a swarm of Mac Minions to share GPU resources for large AI tasks

Ukraine hits second major tech site, expanding range of targets inside Russia - Reuters

Kamala Harris warns window closing for AI safeguards, urges US-China cooperation - Reuters

Tim Culpan: Anthropic's $3 Trillion IPO Would Force a Capex Reckoning Across the AI Supply Chain - BigGo Finance

'Gift to our adversary': More Republicans criticize Trump's Russia diesel deal - Reuters

Kakao bets on AI agents to take it beyond messaging

BOJ is said to lean against back-to-back rate hike in October

Google launches flagship AI model Gemini 4 Argon for developers, businesses - Reuters

Japan and U.S. review troops’ off-duty rules after Okinawa killing

Nasdaq falls ahead of earnings and economic data while oil rallies. Growth de-risking into the catalyst stretch, crude the one bid on the board. Nothi

US chip stocks extend slide as China memory report, AI spending jitters hit sector - Reuters

Uber Executive Overseeing Robotaxi Expansion to Depart - Bloomberg.com

Iran and Russia are stepping up hybrid campaigns in Britain, UK spy chief says - Reuters

Broadcom CEO sees viable OpenAI business but warns of AI funding constraints - TradingView

US Senate report says spending on consultants for internet subsidy program tops $200 million annually

Anthropic's $518 billion AI buildout hinges largely on deals that cannot be canceled, filing shows - Reuters

Visa gets approval for China card business ahead of Trump-Xi summit - Financial Times

FTX’s crypto mining venture is now used to advance AI

Broadcom Vs. Oracle: Whose AI Chip Debt Financing Scheme Looks Worse? - 24/7 Wall St.

Shinhan to acquire Lotte Insurance for W693.3b

Anthropic reports its Claude AI going rogue and targeting US government websites - RT International