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OpenAI goes from stock market savior to burden as AI risks mount
“There’s a growing sense that Alphabet has all the pieces to emerge as the dominant AI model builder.”
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What bubble? Asset managers in risk-on mode stick with stocks
More than three-quarters of the allocators were positioning portfolios for a risk-on environment through 2026.
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Trump says Netflix-Warner Bros. deal ‘could be a problem’
The $72 billion deal would combine the world’s No. 1 streaming player with the No. 4 service HBO Max, which has raised red flags from antitrust regulators.
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U.S. trade chief says China has complied with terms of trade deals
Greer said China has gotten approximately “a third” of the way through its soybean purchase commitment for this growing season.
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Macron warns EU may hit China with tariffs over trade surplus
Macron said the US approach to China was “inappropriate” and had worsened Europe’s position by diverting Chinese goods toward the EU market.
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Fed expected to cut rates despite deep divisions over US economic outlook
FT-Chicago Booth survey cites concern among officials about impact of weak jobs market and high prices on Americans
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Atlantic Bastion: the UK’s response to Russia’s submarine threat
Defence secretary says new strategy and technology is ‘a blueprint for the future of the Royal Navy’
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America’s economy is at the mercy of crony capitalism
The Trump administration’s approach to ethics could eventually cost investors in US assets