USD/JPY163.79▲ 0.43%
Gold4,071▲ 0.60%
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10Y UST4.6790▼ 0.51%
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USD/JPY163.79▲ 0.43%
Gold4,071▲ 0.60%
S&P 5007,413▲ 0.06%
10Y UST4.6790▼ 0.51%
WTI89.31▼ 3.12%
BTC64,326▲ 0.35%
EUR/USD1.1375▼ 0.32%
Nikkei64,605▼ 2.74%
Hang Seng24,963▼ 0.98%
VIX18.57▼ 0.69%
DXY101.47▲ 0.04%
Silver58.91▲ 1.92%
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Equities

Open AI Policy Could Boost Nvidia, Microsoft

Nvidia and Microsoft are urging Washington not to clamp down on open source AI, a fight that matters because the rules set now could shape who builds, distributes and profits from the next generation of software.

Josep Borrell speaking with NVIDIA CEO and founder Jensen Huang.
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Geopolitical Risk sentiment gauge dial showing a negative reading of 29.
Geopolitics

North Korea Report Spurs Energy and Defense Risk

now
Petteri Orpo, Prime Minister of Finland, seated at his desk.
FX Markets

Finland Nears Fiscal Balance as Debt Risks Ease

16 min ago
John Walker, Chairman of Oxford Economics, speaking into a microphone at an event.
Rates & Macro

Mozambique Inflation Risk Raises Policy and Consumer Pressure

32 min ago
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FX Markets

Africa’s AI Push Creates Infrastructure Demand

36 min ago

Investor Brief. Delivered at market open

Research, news and trade ideas

Top StoriesUpdated 0s ago
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Chile peso weakens as Treasury turmoil rises
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Alphabet Pullback Creates Long-Term Value Setup
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Colombian Peso Rally Looks Extended, But Gains Hold
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South China Sea Tensions Lift Natuna Energy Theme
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Egypt Gold Hits Record as Demand Stays Firm
A sentiment gauge dial shows Artificial Intelligence sentiment at 86, 'Strongly Positive'.
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Samsung, SK Hynix Lock In AI Supply
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Uzbekistan Inflation May Stay Sticky Until 2028
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Ukraine War Keeps Bid Under Oil and Gold
Alex Gorsky, former CEO of Johnson & Johnson, smiles at the camera.
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Insider Sales Raise Valuation Questions at J&J, TSMC
Yaroslav Ivanov, Co-Founder and CVO of ALTA Blockchain Labs, speaking at a conference.
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Solana Stabilizes, But Trend Remains Weak
King Charles III and Donald Trump sitting at a table during a White House dinner.
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Trump Remarks Keep DJT a Political Volatility Trade
Nvidia corporate sign displaying the company logo and address, 2800 & 2806 Scott Blvd.
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AI Supply Chain Tightens Beyond Nvidia

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FX Markets
Peso weakness likely persists
5 hrs ago

Trade Idea

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Rates & Macro
Platforms beat lenders in high-rate housing
3 days agoExpired
▲ Long Zillow / ▼ Short Rocket
Entry0
Target1
Stop-1
R:R1 : 2
Equities
AI policy favors infrastructure stocks
59 min ago

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