U.S. Treasurys are now firmly in the ‘danger zone,’ strategists say
U.S. Treasurys are in a “danger zone” as surging long-term yields raise fears that sticky inflation could begin spilling over into equities, strategists said.
Goldman Sachs says AI and energy resilience are creating a North-South divide in Asian markets
North Asian markets are outperforming South Asian markets, supported by stronger fiscal ability and AI developments, Goldman said.
Asia markets fall as Treasury yields climb and Iran tensions linger
Asia-Pacific markets fell on Wednesday as investors weighed elevated bond yields and renewed geopolitical tensions.
UBS says China tech trade ‘makes a lot of sense’ as AI ecosystem grows
An expanding AI ecosystem and easing tensions with the U.S. are reviving the case for Chinese equities, particularly tech stocks, according to UBS.
SpaceX picks Goldman Sachs for lead left position on record-breaking IPO, sources say
SpaceX has picked Goldman Sachs to lead what’s expected to be a record-setting IPO.
OpenAI announces new Guaranteed Capacity offering for customers to secure compute
Altman said OpenAI will make sure it leaves enough capacity available for its products like ChatGPT and its coding assistant Codex.
Trump’s past tax returns get protection from IRS enforcement under ‘lawfare’ fund settlement
President Trump agreed to drop his lawsuit against the IRS in exchange for a fund that can compensate allies who were targeted under the Biden administration.
Google debuts new AI models, personal AI agents in effort to keep pace with OpenAI and Anthropic
Google made a number of AI announcements at its annual developer conference, rolling out more-advanced models and agentic tools for its expansive user base.
Anthropic hires OpenAI co-founder Andrej Karpathy, former Tesla AI leader
Andrej Karpathy, an artificial intelligence researcher who co-founded OpenAI before getting poached by Tesla, said he’s joining Anthropic.
Trump says it’s not a ‘war.’ Insurers with money on the line say it is
Businesses in the Middle East bought insurance that protects against terrorism or sabotage, but far fewer purchased coverage explicitly designed to cover “war.”
