1% Of Companies Account For 80% Of OpenAI And Anthropic Spending - And It Just Stalled

Futures Rise As Dip Buyers Shrug Off Jensen's Spy Scandal, Oil Slides On Iran Hopes US futures are higher as dip buyers return after the S&P's worst week since April 2025, oil extends its biggest weekly drop since April 2020 on Iran diplomacy hopes, and the market decides that Jensen Huang's affair with a suspected Chinese spy is an Nvidia problem rather than an AI problem, at least until the open; as a result, Treasuries are little changed with the 10Y at 4.86%. As of 8:15am ET, S&P futures are...

US Expels Lebanese Diplomat Over Social Media Post Supporting Hezbollah Via The CradleThe US State Department informed the Lebanese Embassy in Washington that its Detroit consul, Ibrahim Charara, was declared persona non grata and had 48 hours to leave the country, Asharq Al-Awsat reported on Sunday.Citing Lebanese Foreign Ministry sources, the Saudi-owned newspaper reported that the US decision came in response to old social media posts attributed to Charara regarding the 1983 bombing of the US Marine barracks in Beirut. Lebanese Embassy in Washington D.C., file image In October of that year,...

The Iranian Foreign Ministry spokesman argued it was reasonable for Tehran to require Washington to lift the US blockade and remove sanctions before peace negotiations resume. The statement followed Secretary of State Marco Rubio dismissing Iran’s demands as “really not realistic.” Earlier this month, Iran offered to reopen the Strait of Hormuz and enter peace […]