Are Russia & China finally standing up to America's addiction to regime change wars in the Middle East?

DOGE and the Trump admin deserve maximum credit for their persistence and coming up with a plausible strategy for achieving the goal...

"How do you falsify the view that in the next five years AI won’t seriously disrupt some of these incumbent businesses?”

Iran's Foreign Minister said it has reached an understanding on main principles with the US, but does not mean agreement will be reached soon; Russia-Ukraine talks reportedly tense; Ukraine to reject deal that involves unilaterally withdrawal from eastern Donbas region; Fed's Barr said outlook suggests steady rates for some time; Fed's Daly said 75bps to go to get to neutral; UK u/e rate ticks higher; US NAHB falls short; NY Fed Mfg. Index slightly beats; Canada CPI leans soft.

Apple skipped the AI spending spree. What if that’s about to pay off?

Democrats defend demented Muslim calls to ban dogs as “unclean”...

...a hedge against those that face the 'existential threat'.

While in the US AI has mutated from the biggest driver of stock markets into fear incarnate, Chinese investors are reading the situation very differently...

... uncovered inaccurate voter rolls, dead people casting votes, lax voter ID requirements and month-long election processes that cast doubt on election integrity.

This brutal churn is driven by three factors as perceptions of AI move beyond a magical vision of the future to practical implementation where there will be winners and losers, emerging risks and unexpected twists and turns.

When both parties fail to address something meaningful, it likely means the truth is far more horrific than we've imagined.

...growth expectations are rolling, the gamma setup is working against the market, systematic flows are no longer a tailwind, and the market is reacting very differently to AI signals than it has over the past year...

"...keep bashing us. but do not wonder why we Go BERSERK..." 

The tension reflects a larger debate over how far advanced AI should go in military settings...

The bear market in longer-dated Treasuries is not over yet...

Bayer stock jumped the most in three months after the company announced a $10.5 billion settlement push to settle current and future cancer lawsuits over its Roundup weedkiller.

...first-order takeaway for markets is that weakness in software (and broader AI-related fears) have overwhelmed the 'real economy" narrative...

"In the longer term, space data centers appear an increasingly likely reality..."