Review & Preview: Snapping the Streak
Back Up. Despite all that volatility over the past few days, the stock market put together a decent week.
Market News
He's Completely Terrified of AI—and He's About to Make Billions Off It
One of Anthropic's earliest investors, Jaan Tallinn dances hip-hop and warns about “racing to build a technology that could end humanity.”
Ivey Calls for More Congressional Action on AI Risks
Democratic Representative Glenn Ivey of Maryland reacts to news that OpenAI alerted more than a dozen organizations that its models may have hacked or disrupted their sites, saying Congress and the White House should be taking emerging AI risks more seriously. He also discusses data-center power costs and the Democratic outlook heading into the midterms.
AI CapEx, Bond Yields, And Geopolitics Flash Warning Signs: Time To Be Out
Equity valuations remain at all-time highs despite 10-year Treasury yields rising to 5.2%, creating a negative net equity earnings yield and non-existent margin of safety. Massive AI-driven hyperscaler CapEx, projected to surpass ~$1 trillion, poses uncertain future returns amid intensifying competition and elevated capital outflows.
A ‘death cross' is coming for the dollar. Why Trump will be happy.
Don't look now, but there are some technical reasons to believe that U.S. Treasury Secretary Scott Bessent was right when he declared to the financial markets that “I am the house now.”
What China Really Wants From the U.S., According to Kevin Rudd
With China's President Xi Jinping wrapping his three-day visit with President Donald Trump in the U.S. on Friday, the question is what was achieved and what did each side want to get out of the bilateral summit?
Stocks Rise to Cap Week of Increasing Yields, Volatile Oil Prices
The Dow snaps its three-session losing streak, finishing the week higher.
America has GRAVE concerns with China: Former US ambassador to China
Former U.S. Ambassador to China Gary Locke discusses President Donald Trump's meeting with Chinese President Xi Jinping on 'The Claman Countdown.' #foxbusiness #fox #media #breakingnews #us #usa #new #news #breaking #theclamancountdown #china #economy #trade #business #politics #political #politicalnews #government #trump #donaldtrump #xi #xijinping #garylocke #diplomacy #global #markets #tariffs #security #uschina #geopolitics
Yellow Flag: The Bond Market Is Becoming An AI Trade
Goldman Sachs reports more than $500 billion of AI-related debt issuance so far in 2026, with hyperscalers accounting for about 40%. Big Tech can generally service more debt, but rising AI capex makes cash flow, borrowing, and returns on investment more important to monitor.
Wall Street's Next “October Surprise” May Already Be Starting
Legendary investors Louis Navellier and Marc Chaikin have spent decades analyzing stocks using very different systems. But right now, those systems are pointing them toward the same unusual market setup.
The Nasdaq's All-Time High Should Scare You
The Nasdaq Composite Index has surged 16.5% YTD, reaching all-time highs, but market enthusiasm masks mounting systemic risks. AI-driven speculation and circular financing among tech giants (e.g.
Yields Subside, Stocks Breathe Easier
Plus, Brent drops on Hormuz hopes and Microsoft leads the Dow
Bond Market Getting Mainstream Attention: Rosenberg
Jeff Rosenberg, portfolio manager of the systematic alternative ETF at BlockRock, joins Scarlet Fu and Tom Keene on "Bloomberg Money." He explains what's happening in bond markets and says investors should broaden to a 50/30/20 portfolio.
U.S. Stocks Rise To End Volatile Week
U.S. stocks recovered from a couple of down sessions as oil prices fell on hopes for progress toward an agreement between the U.S. and Iran to open the Strait of Hormuz.
Prime: A Buy Due To BLA Filing H1 '27 And Continued PM647 Advancement
Prime Medicine, Inc. maintains a Buy rating, supported by an advancing prime editing pipeline and multiple upcoming clinical catalysts. PM359 is positioned for a potential BLA submission for CGD in 1H 2027, leveraging RMAT and other regulatory designations. Initial clinical data from global phase 1/2 studies of PM577a [WD] and PM647 [AATD] are expected in 2027, targeting significant market opportunities.
Putting 'ECONOMIC SCREWS' to Iran indefinitely is 'taking shape': Jackie DeAngelis
'The Big Money Show' discusses oil prices, President Donald Trump's Iran strategy as well as the economic and geopolitical implications. 00:00 - U.S. and Iran Restart Negotiations at the UN 01:21 - Is Economic Pressure Breaking Iran?
South Korea: A Key S&P 500 Risk And What To Do
South Korea's equity market poses significant downside risk to global AI momentum due to leverage and hardware supply chain dominance. Samsung Electronics and SK Hynix control 63% of global DRAM, making KOSPI performance a critical signal for the AI hardware cycle and US indices.
Erste Bank plans offer to raise stake in Erste Bank Polska by up to 26%
Austria's Erste Group Bank said on Friday it plans to launch a tender offer to take an additional up to 26% stake in Erste Bank Polska , looking to deepen its exposure to the key Polish market.
Iran War Is Driving Up the Cost of Your Next Oil Change
Higher gas prices were just the warm-up act for drivers, repair shops and retailers like Walmart and Costco.
Small-Cap Stocks Are Struggling. The Case for Going Even Smaller.
When it comes to small-cap stocks, investors might want to go really small or go home.
