Anthropic’s Revenue Run Rate Tops $65 Billion — Up 7x Since Year-End — as IPO Approaches This Fall
Anthropic's annualized revenue run rate hit $65 billion by end of July, up more than sevenfold from the end of...
Jane Street’s $15 Billion July Loss Exposes Its Secret Hedge Fund Life — and the Limits of the Market-Maker Myth
Jane Street's first monthly loss in a decade — a $15 billion hit in July driven by AI stock declines,...
China Orders Early Removal of Microsoft Windows From State Agencies Over Data Security Concerns, Boosting Domestic Software Stocks
China's Ministry of State Security has directed state-linked entities to uninstall customized Windows 10 software months ahead of schedule, citing...
Saylor’s Bitcoin Flywheel Is Running in Reverse: Strategy Sells $334M of Stock to Buy Back Preferred — No Bitcoin Since June
Strategy Inc. sold $333.7 million of common stock last week not to buy Bitcoin, but to repurchase preferred shares and...
Yardeni: No Panic Button Yet on Bond Yields — But Bond Vigilantes Are Being Watched Closely as 10-Year Approaches 5%
Yardeni Research says it's sticking with a 4%-5% range for 10-year Treasury yields and is not yet pushing the panic...
Citadel Securities: Spiking Bond Yields Reflect Fed Policy Risk — and AI Investment Case Is Shifting to Cloud, Away From Frontier Models
Citadel Securities says long-dated Treasury yields at near two-decade highs — with the 30-year topping 5.28% — reflect a market...
US Home Values Hit $371,774 in July as Properties Sit Five Days Longer Before Going Pending
Zillow's Home Value Index shows the typical mid-tier US home hit $371,774 in July, but homes took a median 25...
4 in 5 Americans Say Healthcare Costs Are the Nation’s Top Health Problem — and Nobody Agrees on Who Should Fix It
A Commonwealth Fund survey of 25,873 adults finds near-universal alarm over health insurance premiums and out-of-pocket costs, even as ACA...
AI Is Driving Up Treasury Yields: The $1.5 Trillion Corporate Bond Binge Is Crowding Out the U.S. Government
A record flood of AI-related corporate bonds — $1.5 trillion in investment-grade issuance so far this year — is competing...
Dollar Hits Three-Month Low as Soft Jobs, Inflation, and Retail Data Slash Fed Hike Odds to One-in-Three
The Bloomberg Dollar Spot Index fell to its lowest since May after soft July employment, inflation, and retail sales data...
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