Anthropic CEO Dario Amodei to meet with Defense Secretary Pete Hegseth on AI DoD model use

Anthropic does not want its AI models to be used for autonomous weapons or to spy on Americans.
UBS upgrades real estate stock hit by AI fears: ‘Rare buying opportunity’

The bank believes CBRE’s fundamental business remains strong and will be able to weather the transition to an AI-driven economy.
Eli Lilly launches new form of obesity drug Zepbound with a month’s worth of doses in one pen

Eli Lilly hopes the device can be more convenient for Zepbound users and lead to more people taking the drug.
Activist hedge funds circle Blue Owl as private credit’s software jitters grow

Saba Capital and Cox Capital say their tender offer for Blue Owl fund shares offer a “liquidity solution” for retail investors.
Here are Monday’s biggest analyst calls: Nvidia, Apple, CoreWeave, Disney, Alphabet, Texas Instruments & more

Here are the biggest calls on Wall Street on Monday.
Google spinout Aalyria valued at $1.3 billion as investors pour into space-based communications

Aalyria, which was spun out of Google in 2022, raised $100 million in a funding round led by Battery Ventures.
OpenAI lands multi-year deals with consulting giants in enterprise push

The consulting firms will help OpenAI’s enterprise customers get AI agents into real production workflows more quickly.
Buy this coffee and peanut butter maker as risks ease, says Bank of America

The bank said concerns about a previous acquisition and a relatively strong position to navigate GLP-1s means the stock is a buy.
Airlines halt Puerto Vallarta flights after violence following Mexican cartel leader’s killing

U.S. and Canadian airlines halted flights to Puerto Vallarta, Mexico, as well as some to Guadalajara, Mexico.
The S&P 500 is caught in an unusually tight range. Is this bull market resilient or exhausted?

Mike Santoli looks at how the S&P 500 has spent nearly four months in an unusually tight range, repeatedly failing to sustain upside momentum.