"Treasury yields slide after June CPI slows much more than expected"
ENUS June CPI came in significantly below expectations, and the following day's PPI also cooled more than forecast. Treasury yields fell for a second consecutive session as Wall Street traders scaled back bets on Fed rate hikes. Bloomberg's Markets Wrap noted that "soft back-to-back US inflation readings reinforced optimism that inflation has peaked." Emerging-market currencies also gained as the dollar weakened on the PPI data.
"As Fed Chair Warsh sticks to policy silence, colleagues voice their views"
ENFed Chair Kevin Warsh has maintained strict public silence on monetary policy direction, while other Fed officials began voicing views on whether the latest CPI and PPI data are sufficient to alter the rate path. The Fed's Beige Book showed economic activity rising and inflation easing slightly across districts. Canada's central bank held rates, declaring the economy is "growing again," adding a North American positive signal.
"SpaceX Shares Briefly Slip Below IPO Price for First Time"
ENSpaceX shares briefly fell below their IPO price for the first time since going public about a month ago, hitting their lowest level since the trading debut. Initial investor euphoria quickly evaporated as the hype around the rocket, satellite, and AI company faded. The move is a cautionary tale about the speed at which IPO premiums can collapse.
"Anthropic Is Said to Plan IPO Investor Meetings as Listing Nears"
ENAnthropic is reportedly planning investor meetings for its upcoming IPO as a listing nears, Bloomberg reported. Bankers are lining up for what CNBC called a potential "mega-IPO." Backing the valuation: Claude's global generative AI traffic skyrocketed 500% to capture 9% of global gen-AI traffic in June alone, according to Benzinga. Anthropic also announced Claude for Teachers, offering educators a free one-year subscription.
JPAnthropicがIPO投資家説明会の準備を進めていると報じられ、上場が現実味を帯びてきた。Claudeの世界生成AIトラフィックシェアは6月に9%に達し前年比500%増と急拡大しており、高評価を裏付ける。またAnthropicは教育者向けに1年間無償で利用できる「Claude for Teachers」を発表した。
ENOpenAI launched its first-ever branded hardware product: a $230 physical keypad designed to control Codex AI agents, released as a limited "Supply Co." collaboration. Described as a "light-up keyboard" by multiple outlets, it targets Codex power users. OpenAI also launched GPT-Live, a real-time voice model that can maintain natural flowing conversation, signaling a push into voice interfaces.
"Exclusive: Google DeepMind's Demis Hassabis calls for U.S.-led global AI watchdog"
ENGoogle DeepMind CEO Demis Hassabis called exclusively with Axios for the US to spearhead a global AI regulatory body modeled on Wall Street financial watchdogs. He argued that without coordinated international oversight, frontier AI risks cannot be managed. Separately, a DeepMind researcher resigned over its AI military contract, stating "I couldn't stay at Google in good conscience," revealing internal ethical tensions.
ENxAI announced that Grok Build, its developer-facing AI tooling platform, is now open source. Elon Musk also stated that an "Opus-class" Grok 4.5 model is about to launch, positioning it to compete directly against Anthropic's Claude Opus tier. The open-sourcing strategy is a classic move to attract developers and build ecosystem momentum around xAI's models.
"Google Gemini CLI abused as a hacking agent, malware botnet operator"
ENSecurity researchers discovered that Google's Gemini CLI is being weaponized by threat actors as a hacking agent and used to operate malware botnets. Attackers are exploiting the AI's agentic code-execution capabilities to automate malicious operations at scale. This is part of a broader trend of AI tools being repurposed for offensive cyber operations.
"TSMC seen riding AI boom to fifth straight quarter of record profit"
ENTSMC is expected to post a fifth consecutive quarter of record profit when it reports Q2 earnings today, driven by surging AI chip demand. Wedbush expects continued AI-driven growth. Key market focuses include gross margin trends, AI revenue share, and capital expenditure (capex) guidance — which will signal how aggressively TSMC plans to expand capacity. Taiwan's broader semiconductor ecosystem logged full-sweep gains ahead of the report.
"ASML shares fall after hiking sales forecast for second time this year on strong AI chip demand"
ENASML raised its annual sales forecast for the second time this year on strong AI chip demand, but shares fell as investors had already priced in the upbeat outlook. Meanwhile, Micron dropped about 8%, dragging Intel, AMD, and Marvell, on fears that Chinese competitors are making inroads in the memory chip market — particularly in HBM (High Bandwidth Memory) used for AI.
"Trump Leans Toward Expanding U.S. Military Operations in Iran"
ENThe Wall Street Journal reports President Trump is leaning toward expanding US military operations in Iran. The move comes amid ongoing tensions over Iran's nuclear program and stalled diplomacy. Roughly 20% of global oil flows through the Strait of Hormuz, making any escalation a direct threat to energy markets and a potential inflation-reigniting event.
"People in Many Countries Now View China More Positively Than the U.S."
ENA Pew Research Center survey found that in many countries, people now hold more favorable views of China than of the United States. This shift in global public opinion is likely linked to US foreign policy moves under the Trump administration — including tariffs, immigration crackdowns, and military posturing — which have eroded America's soft power image abroad.
ENVice President JD Vance acknowledged the Trump administration "screwed up" in communicating the release of Jeffrey Epstein-related files. Separately, Trump's pick to lead national intelligence, Jay Clayton, refused in Senate hearings to acknowledge that Biden won the 2020 election, raising bipartisan concerns about the politicization of intelligence agencies.