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U.S. stocks have "forgotten the war," so why are U.S. bonds still entangled?

U.S. stocks have "forgotten the war," so why are U.S. bonds still entangled?

``` Oil price fluctuations are still dominating the risk pricing of macro assets, but the transmission paths between assets are diverging. Since the outbreak of the Iran war, the stock market’s sensitivity to oil prices has declined and even “decoupled” to the upside, while bonds have been moving almost in

U.S. Securities Association warns Mythos threatens SEC’s major database security; SEC solicits public comments on the same day

U.S. Securities Association warns Mythos threatens SEC’s major database security; SEC solicits public comments on the same day

The American Securities Association (ASA) said on Thursday that Anthropic’s next-generation artificial intelligence model, Mythos, could pose risks to traders and the broader financial system through a database maintained by the U.S. Securities and Exchange Commission (SEC). The financial industry trade group warned that malicious actors could use

Anthropic releases its flagship AI model Opus 4.7, featuring improved software engineering capabilities and intentionally weakened cyber offense and defense functions.

Anthropic releases its flagship AI model Opus 4.7, featuring improved software engineering capabilities and intentionally weakened cyber offense and defense functions.

``` Anthropic launched the upgraded version of its main model, Opus 4.7, just a week after restricting the release of its most advanced model, Mythos. The company is also seeking a new round of financing, with its valuation potentially doubling to $800 billion or more. The company stated on Thursday

Democrats on the U.S. Senate Banking Committee demand postponement of the confirmation hearing for Fed Chair nominee Walsh.

Democrats on the U.S. Senate Banking Committee demand postponement of the confirmation hearing for Fed Chair nominee Walsh.

Kevin Walsh, the nominee for Federal Reserve Chair put forward by President Trump, is expected to attend a hearing next Tuesday, but all 11 Democratic members of the Senate Banking Committee have launched a final round of pressure, demanding a delay in Walsh’s confirmation hearing. On Thursday, Democrats sent

Huayou Cobalt's 2025 performance hits a historic high, driven by a rebound in cobalt prices and resonant growth from new energy demand | Financial Report Insights

Huayou Cobalt's 2025 performance hits a historic high, driven by a rebound in cobalt prices and resonant growth from new energy demand | Financial Report Insights

``` Huayou Cobalt delivered its most outstanding annual report since its establishment in 2025. Driven by the rapid global growth in new energy vehicle sales, a strong rebound in cobalt prices, and the company's integrated industrial chain synergy, both revenue and profit recorded significant growth, and profitability continued to

The White House plans to grant federal agencies access to Anthropic's powerful AI model, Mythos.

The White House plans to grant federal agencies access to Anthropic's powerful AI model, Mythos.

``` The US government is advancing plans to bring a powerful new model from Anthropic, Mythos, into major federal agencies in a specific version, but only after cybersecurity safeguards are put in place to reduce concerns about the tool potentially significantly amplifying cyberattack risks. According to Bloomberg, White House Office of

The "land scramble" for data center capacity continues, but after supply and demand reach equilibrium, Neocloud may be the first to come under pressure.

The "land scramble" for data center capacity continues, but after supply and demand reach equilibrium, Neocloud may be the first to come under pressure.

Data center capacity is rapidly being locked in units of “gigawatts,” and what buyers are competing for is not the concept of the data room, but available power, delivery speed, and controllability. During the supply crunch window, short-cycle solutions like Neocloud (emerging cloud service providers) can still secure large orders,