
White House Readies A.I. Framework to Review Security Risks
The voluntary review process will cover closed-source artificial intelligence models, but exclude those that publish the underlying code.
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The voluntary review process will cover closed-source artificial intelligence models, but exclude those that publish the underlying code.

Marley Kayden reminds investors that positive commentary from Treasury Secy. Bessent led to a premarket rally in stocks and potentially some relief in crude oil prices.

The semiconductor index fell into a bear market despite “unprecedented” profit increases.

U.S. stocks are entering what has historically been the weakest stretch of the year, but unusually bearish investor sentiment could help limit any pullback, according to Ned Davis Research.

Energy Transfer LP Common Units (ET) Q2 2026 Earnings Call Transcript

Grab offers a compelling opportunity as investors rotate into lagging names amid rising market dispersion. GRAB's Q2 results showed accelerating GMV and a post-earnings rebound, despite the stock being down over 25% YTD. I reiterate my "Buy" rating on GRAB, supported by upgraded FY26 guidance and improving growth at a reasonable valuation.

Stocks have shot higher over the past four trading sessions, and investors who are worried about missing out are piling into bullish options bets just to try to keep up.

The Dow had its best day in nearly two months and the S&P 500 rose to new highs.

Markets are misjudging risk by focusing on geopolitical noise; Kevin Warsh's hawkish Fed stance is the real threat to equities. Warsh's focus on balance sheet reduction and questioning of ample reserves could drive yields higher and unsettle markets.

U.S. stocks surged and oil fell sharply after Treasury Secretary Scott Bessent said the U.S. could reach a deal with Iran to reopen the Strait of Hormuz “today or tomorrow.”

Bloomberg's Lauren Tara LaCapra joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." Hackers have absconded with more than $100 million worth of Bitcoin from thousands of supposedly secure accounts in recent days, setting up another scandal for investors who have been repeatedly preyed upon by thieves in the sector.

Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, sees a “constant push and pull” in the U.S. bond market. Ultimately, he expects the Trump administration to keep the 10-year treasury yield “contained” below 5%.

American Enterprise Institute's Ryan Fedasiuk says that with China's leading labs open-sourcing, U.S. competing labs will have to follow suit by open sourcing degraded versions of their models. He also says that in the U.S.-China AI race, it's too early to label CXMT as a serious challenger to the big three.

Comstock Resources, Inc. rates a Buy for aggressive investors seeking exposure to a potential year-end recovery in natural gas prices. CRK faces significant free cash flow deficits—projected at $200M–$250M per quarter—through at least year-end 2027 due to elevated Western Haynesville development costs. Operational improvements, including larger diameter wells and heat-resistant equipment, may gradually reduce drilling costs, but higher proppant loads will offset some savings.

Plus, Palantir shares surge and the AI trade roars back.