Market Signals

Anthropic asks users to stop being mean to Claude

FTC Returns More than $15.8 Million to Consumers Misled by Cash Advance App Company Cleo AI - Federal Trade Commission (.gov)

India's TCS rises as margins steady despite AI investments - Reuters

Coupang services disrupted around midnight during update

Department store in Berlin to offer high-end Japanese rice on trial basis

Samsung profit surges ninefold to $80bn on AI chip demand - Financial Times

Starbucks has explored a takeover of Chipotle, per the FT — a restaurant megadeal that would put two of the sector's biggest brands under one roof. Re

Alcohol makers in Japan tap into U.S. ready-to-drink market

Global banks bolster Japan debt teams as bond issuance booms

SK hynix and Samsung are pushing 16-layer HBM4 while Rubin favors 12. Memory makers are running ahead of the accelerator roadmap — packaging ambition

Russia demands Netherlands hand over ICC President Tomoko Akane

BOJ raises economic assessment for Tohoku and Shikoku as tech demand remains strong

Treasury yields are "really, really high" but can come down soon, per Bessent's new advisor. If that view gets traction, the long end easing would be

Bank of America raises Big Tech AI capex foreca... - Pluang

Anthropic IPO Investors Struggle to Put a Price on Rogue AI Risk - Bloomberg.com

UN health agency wants more details from Russia on suspected pneumonic plague case - AP News

Growth, AI capex support U.S. stocks despite higher yields: Wells Fargo (SPY:NYSEARCA) - Seeking Alpha

Ex-Google boss warns Ukraine over Russia’s “Starlink rival” - RT International

Samsung and TSMC fail to excite investors used to torrid AI growth

Cheapskates wouldn't pay for security help, got hit by ransomware, and went bust months later

S. Korea extends current account surplus in Aug. amid solid exports

CrowdStrike says China-based suspect used AI tools in South Korean bank hacks - Reuters

Broadcom Holds Early Talks About Financing for OpenAI Chips - Bloomberg.com

10-year Treasury yield backs off from 24-year high after solid bond auction eases demand fears

Topix’s largest-ever overhaul to cull hundreds of Japan stocks

Denmark says Russia has conducted sabotage attacks against its defense firms - Reuters

Growth and AI capex are holding US equities up even with yields where they are — the bull case has rotated from multiple expansion to actual spending.

AI demand and memory costs drove a 92% second-quarter data center capex increase - Lightwave Online

ChatGPT for Teens Is Not Safe for Kids, Report Says - Bloomberg.com

Why Iran is weighing an NPT exit as sanctions and strikes erode trust - RT International

China Says It’s Talking With Russia on Suspected Plague Case - Bloomberg.com

Russia kills 11 in one of its biggest strikes on Ukraine, Zelenskiy says - Reuters

Samsung’s HBM prices tipped to more than double in 2027

Russia says it launched 'massive' strikes on Kyiv, other areas of Ukraine - Reuters

Putin clears sale of UniCredit’s Russian business - RT International

Jennie vs. Annie: Lotte-Shinsegae rivalry gets K-pop duel

Samsung's Q3 profit seen jumping nine-fold, but chip margins may be flat

House Democrat targets candidate prediction market trades after opponent’s Kalshi penalty

Paramount closes Warner merger in historic Hollywood deal

Emotion, tears as Messi retires from Argentina national team

Posco Future M lands W6tr LFP materials deal with Samsung SDI

EU envoys set to approve major new Russia sanctions on Wednesday - Reuters

‘Herd mentality’ seen in private-market fund flows; Asia offers diversification: Lombard Odier

Iran drone plot fears led US to remove bombers from UK base, US officials say - Reuters

Why Bank of America says the end of AI capex's 'easy money' is coming - Yahoo Finance UK

Tesla to Showcase Its Cybercab Robotaxi at Paris Auto Show - Bloomberg.com

Nasdaq Hits New Record as Bond Yields March Higher - WSJ

Iran claims US warships have ‘fled’ Strait of Hormuz and nearby waters - rt.com

Teradyne Introduces Titan HP Platform with Burn-In Capabilities for Advanced AI Data Center Devices

Better Markets says CFTC is ‘wrong agency’ to regulate retail crypto