Market Signals

Anthropic agrees to $35bn cloud contract with Lambda

Marvell’s (MRVL) Data Center Machine Keeps Rewriting Its Own Forecast

JAPAN BENCHMARK BOND YIELD HITS 30-YEAR HIGH OF 3% AMID GLOBAL DEBT SELLOFF - NIKKEI

AS MODI GOVT EXTENDS HUMANITARIAN SUPPORT TO NEPAL, READ HOW INDIA HAS HELPED 7 OTHER DISASTER-TORN COUNTRIES IN THE PAST SEVERAL YEARS - OPINDIA

JAPAN 10-YEAR BOND YIELD TOUCHES 3%, HIGHEST SINCE 1996 - SEEKINGALPHA

YEN BREACH OF 160 REVIVES JAPAN INTERVENTION WATCH AHEAD OF BOJ - MINT

Bank of England governor warns AI could trigger global downturn

Diraq to Deploy a Quantum Computer Inside an Equinix Data Center

SLB Wants In on the AI Data Center Boom. This $4B Deal Could Help.

CHATGPT AND REDDIT NOW FACE EU'S TOUGHEST ONLINE SAFETY RULES - ARSTECHNICA

OpenAI's ChatGPT Ads Platform Hits $1 Billion in Annualized Revenue Run Rate

THE COLLAPSE OF U.S.-CANADA TRADE TALKS HELPED THE AMERICAN ALUMINUM INDUSTRY. HERE’S WHAT TRUMP SHOULD DO NEXT. - MARKETWATCH

INDIA 10-YEAR BOND YIELD SEES BIGGEST MONTHLY RISE IN FY27 ON RISING RATE HIKE BETS - ECONOMICTIMES

CHINA'S XI BUILDS DIPLOMATIC CLOUT WITH MULTIPLE STATE VISITS AHEAD OF TRUMP SUMMIT - CNBC

AMD's Saudi AI Bet Is Scaling Toward 1 Gigawatt

FED UP WITH BITCOIN? THAT’S EXACTLY WHY YOU SHOULD BUY. - MARKETWATCH

Nvidia investing $3.5 billion in MediaTek for AI chip partnership

HYPERLIQUID STRATEGIES: THE TOLL ROAD AND THE TENDER OFFER - SEEKINGALPHA

Hong Kong and China Gas Co Ltd's Dividend Analysis

Trump Family's New Crypto Bank Is 49% Owned by Group Behind $500 Million World Liberty Bet: WSJ

AFTER RECORD FLOODS, FRESH ALERT IN MADHYA PRADESH TOWN AS RIVER RISES AGAIN - NDTV

U.S. TREASURY BLOCKS CERTAIN REPORTERS FROM G20 MEETING - SEEKINGALPHA

https://t.co/sdVt1qOh2w

A CONSERVATIVE CALIFORNIA UPBRINGING PAVED NATALIE HARP'S WAY TO TRUMP - LATIMES

BUY NVIDIA: THINKING DIFFERENTLY ABOUT AI VALUE CREATION - SEEKINGALPHA

$GD

The market-implied probability of a September Fed rate hike has jumped to nearly 60%, while Kalshi currently prices it at 49%.

EX-WHITE HOUSE STAFFER FINED $173K FOR TRUMP SPEECH BETS ON KALSHI - SEEKINGALPHA

Rational Dissent Episode 006.

Autodesk (ADSK) Q2 Beat Meets Softer Q3 Profit Outlook

CORE PCE MAKES INFLATION LOOK STICKIER THAN IT IS - SEEKINGALPHA

SEBI BARS TRAFIKSOL ITS, ITS PROMOTERS FROM SECURITIES MARKET FOR 1 YEAR; SLAPS RS 1.05 CR FINE - ECONOMICTIMES

Two Yen-related updates:

PRESIDENT TRUMP SIGNS EXECUTIVE ORDER TO CREATE US SPACE ACADEMY - NASA

U.S. NAVY BLOCKADE SLASHES IRAN OIL EXPORTS AS TRUMP ADMINISTRATION SHIFTS TO ECONOMIC WARFARE - CNBC

JUDGE SAYS PENTAGON'S MEASURES AGAINST ANTHROPIC WERE 'ILLEGAL AND BASELESS' - PBS

MICROSOFT EXEC TRIES TO SOOTHE EMPLOYEE WORRIES OVER DATA CENTER IMPACT: REPORT - SEEKINGALPHA

GLENCORE NEARS NICKEL PRODUCTION AT ONTARIO PROJECT WITH MINE SHAFT COMPLETION - SEEKINGALPHA

JUDGE AGAIN BLOCKS TRUMP MAIL BALLOT EXECUTIVE ORDER IN RULING THAT'S LIKELY TO BE SWIFTLY APPEALED - PBS

ANTHROPIC'S NEW HARDWARE STANDARD LETS AI AGENTS CONTROL THE PHYSICAL WORLD - ARSTECHNICA

JUDGE AGAIN BLOCKS TRUMP MAIL BALLOT EXECUTIVE ORDER IN RULING THAT’S LIKELY TO BE SWIFTLY APPEALED - CNBC

INDIA'S 10-YEAR BOND YIELD SCALES OVER 2-MONTH PEAK AHEAD OF WARSH SPEECH - ECONOMICTIMES

JUDGE BLOCKS PENTAGON BLACKLIST OF ANTHROPIC AS SUPPLY CHAIN RISK - CNBC

IS ANTHROPIC WORTH $2 TRILLION? HERE’S HOW THE COMPANY IS TRADING IN A NEW TOKENIZED MARKET. - MARKETWATCH

SIX MONTHS INTO THE IRAN WAR: MARKETS BECOME ACCUSTOMED TO STALEMATE WITH NO END IN SIGHT - CNBC

REPORT: NVIDIA TO ACQUIRE AI MODEL REPOSITORY HUGGING FACE FOR $13 BILLION - ARSTECHNICA

CLAUDE BEGINS TO TAKE OVER THE PHYSICAL WORLD! IT CAN NOW USE A ROBOTIC ARM TO BLOCK A $50 MILLION PAYMENT. - QBITAI

WECHAT TEAM OPEN-SOURCES WEMM-EMBEDDING FOR MULTIMODAL SEARCH AND RECOMMENDATION - TECHNODE

SILICON VALLEY'S HOTTEST EMBODIED MODEL TODAY! NO POST-TRAINING NEEDED, LEARNS JUST BY WATCHING ONCE. - QBITAI

Economists, investors, financial journalists, and politicians should stop comparing today's interest rate expenses with those of 30 years ago.