Trump administration in talks to take equity stakes in Quantum-Computing firms.
Another AI compute deal in the tens of billions range, this time between Anthropic and Google.
"Under the hood, a sector rotation is underway as investors switch to more defensive parts of the market. "
US Stock Futures rise as China trade tensions cool.
Gold, Silver, climbed to record highs, while bond yields fell.
"When you see one cockroach, there are probably more,” says JPMorgan's CEO.
No one cares about record revenue if you are not AI.
OpenAI going for world domination with another deal.
Trump said he would put an additional 100% tariff on China from Nov. 1, as well as place export controls on critical software, after Beijing unveiled curbs on the export of rare earths earlier last week.
Asian stocks lower amid concerns over high valuations in the tech sector.
Nassim Taleb warns to hedge against crash as debt crisis looms.
"The thing that is on everyone's mind is: What is the business and the profitability of AI?"