Latest / The Financial Exchange Show
AI Safety Concerns Grow as Bond Yields Keep Climbing
Bond yields remain the market’s biggest focus as investors weigh higher borrowing costs, a busy jobs week, and the next wave of AI spending.
Mike Armstrong and Paul Lane discuss why the 10-year Treasury yield is drawing so much attention, how higher rates could affect housing and the coming AI CapEx cycle, and why the latest consumer confidence and job openings data point to a tight but slower labor market. They also break down OpenAI’s decision to scrap a new model over safety concerns, what Anthropic’s delayed IPO could reveal about the AI business model, why Oura postponed its IPO, and how…
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