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Rothschild downplays AI cloud giants, warns of $3 trillion in off-balance-sheet commitments.

Rothschild downplays AI cloud giants, warns of $3 trillion in off-balance-sheet commitments.

The narrative of a booming AI computing infrastructure is facing systemic challenges from the credit market. Rothschild & Co. Redburn, an independent research firm under the Rothschild Group, initiated coverage of CoreWeave and Nebius with "sell" ratings for both. Their core assessment is that while the stock market

Diesel fuel hits a record $6.51; Republican leaders collectively pressure for an export ban: internal party divisions limit its implementation to only 35%.

Diesel fuel hits a record $6.51; Republican leaders collectively pressure for an export ban: internal party divisions limit its implementation to only 35%.

Pressure is mounting rapidly within the Republican Party. As U.S. diesel prices soar to record highs, Republican lawmakers from agricultural states are publicly demanding that the Trump administration ban diesel exports to alleviate fuel cost pressures on farmers and truck drivers. On Monday, U.S. retail diesel prices rose

Has a new "killer app" for AI emerged? How popular is Meta Muse?

Has a new "killer app" for AI emerged? How popular is Meta Muse?

Meta's AI personal agent application Muse, launched less than two weeks ago, has already surpassed ChatGPT's performance in two key metrics: downloads and daily active users, sparking strong market expectations for whether AI agents can truly reach the masses. Muse garnered 730,000 downloads in just

Following the attack on Saudi pipelines, Saudi Arabia expanded its Gulf exports, with seven supertankers carrying 14 million barrels of crude oil. Brent crude broke $100 per barrel during trading, while WTI crude fell by more than 6%.

Following the attack on Saudi pipelines, Saudi Arabia expanded its Gulf exports, with seven supertankers carrying 14 million barrels of crude oil. Brent crude broke $100 per barrel during trading, while WTI crude fell by more than 6%.

Saudi Aramco restructured its crude oil export routes at a faster pace than the market expected, causing the supply disruption premium that had accumulated due to the pipeline attack to quickly recede. International crude oil futures came under pressure and accelerated their decline on Monday, with Brent crude briefly falling

Bitcoin breaks $85,000, hitting an eight-month high: Legislative setback ironically becomes a catalyst, funds flow back from AI to crypto.

Bitcoin breaks $85,000, hitting an eight-month high: Legislative setback ironically becomes a catalyst, funds flow back from AI to crypto.

Bitcoin surged past $85,000, hitting an eight-month high. Despite setbacks in US crypto regulatory legislation, digital assets not only avoided continued pressure but also quickly recovered lost ground. Bitwise's Chief Investment Officer, Hougan, thus declared the "crypto winter" over and the market entering a "

S&P: Banks' use of AI will impact credit ratings in the coming years.

S&P: Banks' use of AI will impact credit ratings in the coming years.

Artificial intelligence is evolving from a strategic option into a key variable in credit ratings. S&P Global Ratings released a report on Monday stating that in the coming years, the extent to which banks apply AI will increasingly directly impact their credit ratings, with the pace of adoption

Report: OpenAI and Anthropic plan to conduct stress tests on each other to identify potential security risks.

Report: OpenAI and Anthropic plan to conduct stress tests on each other to identify potential security risks.

Earlier this year, OpenAI and Anthropic discussed a legally binding agreement with their respective lawyers to stress-test each other's commercial AI models in order to identify vulnerabilities and potential risks. According to The Information, citing sources familiar with the matter, under the proposed agreement, OpenAI and Anthropic will