US 10-year Treasury yields hit 5% as Wall Street adjusts to new rate regime
Rising yields and a $365 trillion global debt rollover burden are reshaping valuation assumptions across markets.
Bloomberg · +14 outlets
Trump and Xi hold summit as tech and Wall Street leaders attend state dinner
The US-China summit drew tech and finance executives to Washington, with analysts framing AI engagement as risk management rather than deep collaboration.
Bloomberg · +14 outlets
Meta's Muse AI agent tops App Store, rattling banks, insurers and travel stocks
Fears that personal AI agents could disintermediate consumer-facing businesses pressured stocks, while developers reported the app would expose its entire files
Bloomberg · +3 outlets
Australia demands tougher AI safeguards after OpenAI hack of government website
Prime Minister Albanese cited the breach at the UN in pushing for binding international controls on AI.
Bloomberg · +14 outlets
US and Iran explore deal to reopen Hormuz as Saudi oil exports hit wartime high
Diplomatic movement around the strait comes as Saudi crude flows reach levels last seen during conflict.
Bloomberg · +14 outlets
Goldman Sachs goes underweight hyperscalers on surge in AI-related debt issuance
Goldman's asset management arm is trimming exposure to the largest AI borrowers while its strategist remains constructive on AI equities overall.
Bloomberg · +8 outlets
Nscale IPO argues neoclouds are more than AI middlemen
The listing tests investor appetite for AI cloud providers whose economics are tied to hyperscaler demand.
bloomberg.com
Nvidia-backed Firmus plans $5 billion IPO despite $77 million loss forecast
The AI infrastructure company is targeting an Australian listing, underscoring continued capital demand for AI data center buildout.
forbes.com · +4 outlets
Musk says xAI's Colossus 2 may double Nvidia chip count by year end
The expansion signals continued large-scale capex on AI training compute despite investor scrutiny of returns.
Bloomberg · +14 outlets
Cyber startup Island hits $6.4 billion valuation as AI-driven attacks fuel spending
The round reflects rising enterprise budgets for security tooling amid increasingly automated attacks.
cnbc.com · +2 outlets
AI drone maker reaches $6.4 billion valuation as Ukraine war drives defense tech
Conflict-driven demand for autonomous systems continues to lift valuations across the defense technology sector.
cnbc.com · +1 outlets
Hackers claim theft of FBI agent home addresses and job titles
The alleged breach includes data on personnel handling foreign counterintelligence and covert surveillance.
Bloomberg · +13 outlets
YouTube locks Coachella streaming rights through 2030 and unveils new creator tools
The renewal extends a nearly 15-year partnership as YouTube adds Shorts and AI-powered music and studio features.
Variety · +3 outlets
Meta faces scrutiny over attorney-client privilege hats amid child safety lawsuits
Lawyers suing over teen safety allege the practice was used to shield internal communications from disclosure.
The Verge · +1 outlets
Anthropic's claimed AI-discovered enzyme draws caution from scientists
Researchers said the biotech significance of the Claude finding may have been overstated.
Bloomberg · +1 outlets
Google's Gemini 3.8 Live adds an animated avatar to AI conversations
The update gives Google's assistant a real-time visual persona as AI agents grow more consumer-facing.
The Verge · +13 outlets
Meta lets users build Horizon games with AI prompts on their phones
Horizon Create and Horizon Studio aim to lower the barrier to content creation on Meta's social platform.
The Verge
Startups Modal and Baseten in funding talks for enterprise AI infrastructure
Investor interest in tooling that helps companies run AI workloads continues to draw fresh capital.
bloomberg.com