"Will Warsh's Jackson Hole speech be a course correction or detour?"
ENFederal Reserve Chair Kevin Warsh delivers his first Jackson Hole keynote today at 10am ET, a moment investors see as pivotal given doubts about his commitment to taming inflation. A divided FOMC and Treasury Secretary Bessent's unusual bond-market interventions complicate the backdrop. Gold held near $4,600/oz and long Treasury yields drifted as markets waited for clarity on the rate path.
"Tokyo core inflation creeps near BOJ's target, bolsters rate-hike chance"
ENTokyo's core consumer inflation edged closer to the Bank of Japan's 2% target, a leading indicator for the nationwide reading due next month. The data strengthens the case for another BOJ rate hike, even as the central bank stays cautious about the yen and export-sector fallout.
"As Jackson Hole conference kicks off, three Fed officials issue inflation warnings"
ENAs the Jackson Hole symposium opened, Boston Fed's Collins called recent inflation readings "mixed," Cleveland Fed's Hammack said price pressures will ease only slowly, and Chair Warsh faces the core dilemma of whether inflation is truly a problem heading into his keynote.
"OpenAI, Anthropic, Google, and 100 other companies call for action to defend against rogue AI"
ENOpenAI, Anthropic, Google, Microsoft and over 100 other companies jointly warned that the window to build defenses against AI-powered cyberattacks is narrowing fast. The coalition is calling for urgent, coordinated action across industry and government, framing AI-enabled offense as now outpacing existing defensive tooling.
"AI firm Anthropic wins case challenging Pentagon blacklisting"
ENA US federal judge ruled that the Pentagon's blacklisting of Anthropic was unlawful, siding with the company in a dispute over defense-sector access. The ruling blocks the restriction and marks a rare instance of an AI lab successfully challenging a federal agency's national-security-framed action.
"Anthropic pushes into physical world with new standard to help AI agents operate machines"
ENAnthropic unveiled the Model Hardware Standard, a new protocol letting Claude and other AI agents interface directly with robots and scientific lab equipment. It's the company's first significant move into "physical AI," aimed at manufacturers and scientists who want AI agents to control real-world machinery, not just software.
"Exclusive | Google Moves AI-Responsibility Team Out of DeepMind Lab in Latest Shake-Up"
ENGoogle is relocating its AI-responsibility and safety unit out of DeepMind and into the company's Global Affairs organization, according to a WSJ exclusive. The move is the latest in a series of internal reshuffles as Google races to ship more capable models while managing safety and policy oversight.
"Elon Musk's xAI used child porn to train Grok models, lawsuit says"
ENA lawsuit alleges that Elon Musk's xAI trained Grok models using child sexual abuse material, with survivors saying their own images were used without consent to build deepfake capabilities. The suit adds to mounting legal and regulatory scrutiny of xAI's data practices.
"Chip Stocks Rise After Nvidia's Blowout Earnings Spark Tech Rally"
ENNvidia's blowout quarterly results added more than $400 billion in market value and reignited confidence in the AI capex cycle. The results triggered a broad rally across chip stocks, easing worries that AI infrastructure spending was slowing.
"Amkor, FormFactor, Vishay Intertechnology, Allegro MicroSystems, and Intel Shares Skyrocket, What You Need To Know"
ENA broad basket of semiconductor supply-chain names — Amkor, FormFactor, Vishay, Allegro MicroSystems and Intel — jumped sharply in the wake of Nvidia's earnings, as investors rotated into companies seen benefiting from continued AI chip demand across packaging, testing and analog components.
"Memory Stocks Reverse Early Gains, Micron Drops 3% as Trump Administration Plans New Semiconductor Tariffs"
ENMemory-chip stocks including Micron erased early gains and closed down as much as 3% after reports that the Trump administration is planning new semiconductor tariffs. The news overshadowed the positive read-through from Nvidia's earnings and revived fears of a broader US-China trade fight over chips.
"Trump ratchets up rhetoric against Beijing as U.S.-China officials meet for Xi's Washington visit"
ENAs US and Chinese officials work through preparations for a planned Xi Jinping visit to Washington, President Trump has escalated his public rhetoric against Beijing. The tougher tone comes alongside reports of new semiconductor tariff plans, raising questions about how smoothly the high-level diplomatic track will proceed.