US-Iran Tensions Push Stocks Lower, Bond Yields to Multi-Year Highs
ENUS stock index futures and Gulf and Asian shares fell after the US and Iran exchanged strikes for the first time in about a month, with Tehran claiming a tanker was hit by mines in the Strait of Hormuz. Oil prices jumped on the escalation, pushing bond yields to multi-year highs as investors priced in inflation risk. The renewed conflict compounds worries already stirred by Fed Chair Kevin Warsh's hawkish Jackson Hole remarks.
Yen's Breach of 160 Level Puts Market on Intervention Watch
ENThe yen's breach of the 160-per-dollar level underscores the Japanese currency's vulnerability to further weakness. Traders are now watching for the possibility that Japanese authorities will intervene in the market again to slow the yen's decline, as was done in past bouts of sharp depreciation.
GPIF Would Be Justified in Buying More Japan Debt: Analysts
ENJapanese government bond yields have climbed so sharply that analysts say the Government Pension Investment Fund (GPIF) may be justified in eventually raising its domestic debt allocation target from the current 25%, in order to seek higher returns.
The $5.5 Billion Perk SoftBank's Data-Center Venture Offered to Land OpenAI
ENSoftBank's data-center venture SB Energy offered OpenAI warrants worth $5.5 billion as an incentive to secure OpenAI as a customer, the Wall Street Journal reported. Reuters separately confirmed OpenAI was issued the $5.5 billion in warrants in SB Energy, underscoring how aggressively infrastructure providers are competing to lock in AI compute demand.
ChatGPT can now do things on your behalf without seeing your login details
ENOpenAI has rolled out a ChatGPT capability that lets the assistant take actions on a user's behalf—such as browsing or completing tasks on websites—without OpenAI's system seeing the user's actual login credentials, addressing a key privacy and security concern around agentic AI.
Anthropic warns infostealer malware is hijacking Claude sessions to drain usage
ENAnthropic has warned that infostealer malware is being used by hackers to hijack active Claude sessions, allowing attackers to drain a victim's usage credits and potentially access account data without needing the victim's password. The company is urging users to be alert to signs of compromised sessions.
Google unveils Gemini 3.7 Flash with enhanced coding power
ENGoogle has unveiled Gemini 3.7 Flash, a new model in its Gemini lineup with enhanced coding capabilities, as the company continues to iterate rapidly on its AI model family to compete with rivals in the fast-moving generative AI market.
Anthropic Hit With New Copyright Lawsuit From Sony, Warner
ENSony Music and Warner Music have filed a new copyright infringement lawsuit against Anthropic, alleging the AI company used their copyrighted works without authorization. The suit adds Anthropic to the growing list of AI developers facing legal challenges from major content owners.
Hock Tan Guided Broadcom Past $100 Billion of AI Revenue in 2027. The Stock Is 25% off Its High.
ENBroadcom CEO Hock Tan has guided the company toward more than $100 billion in AI-related revenue by 2027, yet Broadcom's stock remains roughly 25% below its all-time high, reflecting investor caution even as the company's AI chip business grows rapidly.
Nvidia Q2 2026 Earnings Analysis: Record Revenue & AI Chip Dominance
ENNvidia posted record quarterly revenue driven by continued dominance in AI chips, with analysis pointing to chipmakers displacing Big Tech platforms as the primary winners of the AI investment cycle so far this earnings season.
Trump Administration Live Updates: U.S. and Iran Trade Fire for First Time in a Month
ENThe United States and Iran exchanged military strikes for the first time in about a month, reigniting a conflict that had appeared to be in a lull. Iran has dismissed a Trump administration claim of an attack on the Kharg energy hub, while the renewed hostilities come as Trump has also drawn attention for posting about unrelated personal projects amid the escalation.
Russia preparing 'massive strikes' on Ukraine's energy sites after deadliest attack of the year
ENRussia is reportedly preparing further large-scale strikes targeting Ukraine's energy infrastructure, following what has been described as the deadliest attack of the year. The escalation raises fears of a harsh winter for Ukrainians facing renewed power outages.
Leaders of China, Russia and India are among heads of state meeting to counter US influence
ENHeads of state from China, Russia, India and other nations are gathering for a summit widely seen as an effort to counterbalance US global influence, highlighting the deepening coordination among non-Western powers amid ongoing tensions with Washington.