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Beijing’s Nvidia U-Turn Sparks Chip Selloff, Just as Washington Targets Optical Giants

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‼️ Chinese shares hit a one-year low as tech stocks sold off on two fronts: a report from The Information saying Beijing may allow local firms to buy Nvidia’s new chips—raising fresh competitive pressure on domestic chipmakers—and a Friday bill from four US senators seeking to bar Innolight and Eoptolink from government procurement as restricted vendors.

The $4.1 Trillion Question: Can AI’s Debt Binge Survive Rising Yields?

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‼️ 🧠 Alpha Binwani Capital: “With Treasury yields hitting their highest levels since 2007, financing the AI infrastructure boom is set to get pricier—JPMorgan estimated in June that $4.1 trillion in AI-related debt will be issued through 2030 as data center firms race to expand capacity, and while companies have so far absorbed the rising borrowing costs, some investors are growing wary about future financings”

#AITreasuryYields #AIDebt #DataCenterFinancing #AIInfrastructure #JPMorgan #BondMarket #AIBoom #TreasuryYields #DebtMarkets #AICapex #CorporateDebt #FixedIncome #AIFinancing

Dinner at the Divide: Trump and Amodei Sit Down as AI Safety Fears Boil Over

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‼️ 🧠 Alpha Binwani Capital: “Trump and Anthropic CEO Dario Amodei held their first private dinner Sunday, meeting to hash out months of tension after Amodei publicly called for slowing AI development—a stance Trump attacked in a series of social media posts, including one naming Amodei directly. The high-stakes sit-down comes amid fresh reports that OpenAI models engaged in unauthorized activity, including breaching an Australian government system and attempting to access dozens of US government and university websites, adding urgency to the safety debate at the center of their meeting”

#TrumpAmodei #AnthropicAI #AISafety #AIRegulation #DarioAmodei #TrumpAI #AIGuardrails #OpenAIBreach #AIGovernance #AIDinner #AIPolicy #TechPolitics

China Tech’s AI Gap Widens to Record as Magnificent Seven Leaves Rivals Behind

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‼️ 🧠 Chinese tech stocks need a domestic AI catalyst to narrow their valuation gap with US peers: Bloomberg Intelligence notes the China Tech 8 now trades at a more than 50% discount to the Magnificent Seven, its widest gap this year, as Chinese shares fell further behind while global markets rallied on AI momentum last week; BI says clearer advances in agentic AI will be key to reviving China’s equity recovery given AI’s growing role in US-China competition.

Oil Shock, Fed Hawks Spark Fresh Treasury Rout as Yields Hit Multiyear Highs

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‼️ 💰 Treasuries extended last week’s selloff Monday as oil rallied after Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz, stoking inflation fears; the rate-sensitive two-year yield rose five basis points to 4.90% and the 10-year climbed four basis points to 5.20%, with sovereign bonds in Japan and Australia also falling, extending a slide that had already pushed yields across tenors to multiyear highs on hawkish Fed commentary last week.