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THE INTERNETA DC Circuit panel upheld the Pentagon's designation of Anthropic as a supply-chain risk, keeping the lab barred from US…BIG AIThree congressional vehicles on AI moved inside this window, and they rest on three incompatible theories of the problem.GLOBAL MARKETSThe tell in Monday's selloff is that gold fell alongside equities, which makes it a discount-rate event rather than a war scare.LUXURY SEABurberry reported flat first-quarter sales but said every division grew for the first time in three years.THE INTERNETAbout 16% of US consumers used buy now, pay later in 2025, debt that mostly never reaches the credit bureaus banks underwrite…BIG AIEvery one of those proposals assumes a federal enforcer, and two analyses published in the same window argue that enforcer may not…GLOBAL MARKETSThe AI capex cycle has been handed to the bond market, and the market is sorting it by who has to borrow.LUXURY SEAThe Reserve Bank of India eased investment rules for non-resident Indians, doubling the individual holding limit in listed firms…THE INTERNETUS prosecutors seized $81 million from Capstone's Wells Fargo accounts and $1.2 million of Tether's token in a forfeiture case.BIG AIExclusive: Senators move to force AI companies to disclose more GLOBAL MARKETSBank of America's Michael Hartnett said the Magnificent 7 now spend over $1 trillion a year on AI and are "subservient to the bond…LUXURY SEAThe Singapore Tourism Board renewed its partnership with Traveloka for a fourth time, adding Australia to a five-market source push.THE INTERNETA federal appeals court ruled that the Trump administration acted legally in labelling Anthropic a security risk and barring it…BIG AIAOC, nine other House Dems sign on to AI superintelligence ban GLOBAL MARKETSBank of America rates strategist Meghan Swiber wrote "we continue to see higher rates ahead," with bank data putting the equity…LUXURY SEAThailand leads the world in weekly cross-border online shopping, with 34% of shoppers buying internationally each week.

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Frontier models, AI policy, infrastructure build-out, capital flows and governance incidents. A daily read for people whose work is reshaped by AI.

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A daily read on equities, rates, FX, and the policy moves driving them — synthesised from hundreds of sources before the open.