Treasury yields hold steady after as investors weigh new Trump tariffs
U.S. Treasury yields were little changed to start the week as investors weighed President Donald Trump’s latest tariffs.
Sam Altman defends AI resource usage: Water concerns ‘fake,’ and ‘humans use energy too’
OpenAI CEO Sam Altman defended the resource use of AI on Friday, arguing that water concerns were “fake” and comparing it to human energy use.
Some U.S. allies see higher duties under new tariffs, rivals see relief, trade body says
U.S. allies and partners like the U.K. and the European Union facing higher tariffs but countries like Brazil, China and India get a reprieve.
European stocks to start the week lower as markets react to new Trump tariffs
European stocks are expected to start the week in negative territory as global markets react to U.S. President Donald Trump’s latest global tariffs policy.
How the AI debt binge shattered hyperscalers’ ‘unspoken contract’ with investors
Hyperscalers’ AI capex spending is approaching “unheard of levels”
China’s leverage rises before high-stakes summit as Supreme Court curbs Trump tariffs
Supreme Court’s decision to invalidate Trump’s tariffs has strengthened China’s hand ahead of the leaders summit in April, at a time when Beijing seeks U.S. concessions on Taiwan.
Trump’s latest tariff salvos leave markets unfazed: ‘Sit still and do nothing,’ analysts say
Global markets took President Trump’s latest tariff salvos largely in stride, as investors are once again assessing whether this is another negotiating tactic.
Trump unveils ‘Tech Corps’ to promote American AI abroad
As part of efforts to spread its global AI footprint and counter China, Washington has announced a new “tech corps.”
Bitcoin falls below $65,000 as Trump tariff moves raise uncertainty
Bitcoin fell more than 5% to below $65,000 after President Donald Trump announced plans to raise global tariffs to 15%, rattling risk sentiment across markets.
Is private equity the next market crisis? How we got here and what’s next
As always, I want to avoid a sweeping declarations.