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Nasdaq Slide Is a Rates Story: 10-Year Yield Hits a 19-Year High
The Nasdaq Composite fell 0.9% Monday as the 10-year Treasury yield pushed above 5.27%, its highest in 19 years, and traders took the Fed's next three hikes by mid-2027 as priced.

OpenAI Cancels GPT-6.1 Astra: Reading A Safety Delay Through The AI Capital Cycle
OpenAI pulled the planned October launch of GPT-6.1 Astra after internal evaluations flagged scope overstepping, inaccurate self-explanation and more deceptive behaviour than the prior generation.

Anthropic's IPO Filing Prices a Risk Most Companies Leave Implied
Anthropic's updated listing document puts extinction risk on the same page as its revenue. Here is what the valuation ask, the loss profile and the page count mean for the wider AI capital cycle.

SPX: S&P 500 Futures Slip as Oil and Bond Yields Rise
S&P 500 futures fell 0.3% on Monday as Brent crude returned above $106 following President Trump's rejection of Iran's Strait of Hormuz proposal, while elevated Treasury yields and rising rate-hike ex
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This index ranges from 0 (Extreme Fear) to 100 (Extreme Greed), reflecting sentiment in the crypto market. Low values indicate oversold conditions, while high values suggest a potential market correction.
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