Archives

Treasury yields reached levels last seen in 2002 before easing, as global bond selling and stronger manufacturing price pressure put borrowing costs in focus.

The euro’s fall below $1.13 puts interest-rate differences and bearish options pricing in focus, with implications for business costs and cross-border portfolios.

Starship’s orbital debut strengthens the case for SpaceX’s launch and satellite businesses, although Citi’s long-term valuation scenario depends on much wider commercial deployment.

Google’s Project Suncatcher will test AI chips in orbit with Planet Labs and SpaceX, while launch costs and cooling remain central to its business case.

Trump raised the possibility of government stakes in OpenAI and Anthropic, with Intel offering a precedent for the financial and governance terms.

The proposed private round would provide capital after OpenAI delayed its IPO, with the reported $1.4 trillion valuation excluding the new investment.

Tiger Global and Dragoneer are discussing investments as Kalshi pursues a broader exchange business, with Sequoia and Wellington in talks to lead the round.

OpenAI’s annualized revenue is nearing $70 billion as enterprise sales accelerate, putting customer demand and the cost of AI expansion in focus.

The internet infrastructure company is seeking browser approvals and preparing post-quantum certificates as shorter renewal cycles increase the importance of automation.

Cboe’s renewed S&P Dow Jones Indices partnership secures a core derivatives franchise and opens the door to potential tokenized options products.