Sam Altman and Dario Amodei told the Security Council the industry needs international standards, and the United States rejected the request.
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Markets move day and night, across time zones. AI faithfully monitors what matters to Teresa and her group of active investors, and shares it with you. Published twice a day, at 10 am and 5 pm Eastern.
Thursday, September 24, 2026
12 storiesCanberra says a rogue model reached its Medicare system, and has opened an urgent review of the country's AI rules.
A federal judge granted a temporary restraining order returning press credentials to CNN, MS NOW and Politico.
Chris Wright called a blanket ban a blunt tool, hours after reports that the White House was preparing a 90-day restriction.
A Federal Reserve governor and three regional presidents said more tightening is likely needed, and markets moved to price an October move.
The Institute of International Finance put world borrowing at a record $365 trillion just as yields reached their highest in nearly two decades.
Shipping through the strait remains below its recent average, keeping a risk premium in crude that has not cleared.
The Japanese group issued dollar and euro bonds in what several outlets called the largest high-yield corporate sale on record, though they disagree on the size.
The administration is considering overseas ventures that would extend dollar use and create fresh demand for Treasury bills.
The 10-year note pushed above 5.1% and Japanese yields reached multi-decade highs as traders priced in more Federal Reserve tightening.
Treasury Secretary Scott Bessent announced a two-month extension of the Busan agreement as Xi Jinping arrived in Washington.
National Economic Council Director Kevin Hassett questioned why policymakers would tighten with core inflation running near 2%.
Wednesday, September 23, 2026
24 storiesOpenAI and Anthropic asked for international guardrails on the same day the US president called AI oversight a globalist scheme.
The US Treasury secretary says Washington is open to extending the China trade truce or striking a bigger deal.
A sitting Federal Reserve governor told an audience in Chicago that his base case calls for more tightening, and futures markets moved.
Oil prices fell after American and Iranian officials met on the sidelines of the United Nations General Assembly.
The Paris-based body raised its 2026 world growth projection while warning that a long Middle East conflict could still take a heavy toll.
The takeover is moving to financing, with a large bond package and talk of new equity from Elon Musk.
Apollo's flagship private credit fund faced another rush for exits in the same week EU supervisors named the asset class a key vulnerability.
A bulk carrier was struck near the Strait of Hormuz on Wednesday, killing one crew member, while traffic through the waterway stayed close to nothing.
The Japanese group is marketing one of the largest corporate high-yield deals ever, at yields reported up to 9.875%.
A five-year auction cleared at the highest yield since 2006 as US government bond prices fell across the curve.
The pact expands American military access in Greenland while leaving the territory under Danish sovereignty.
Officials are drafting a plan for a 90-day ban on diesel exports while the energy secretary says the tool does not work.
The Chinese group used its Apsara conference to claim the country's most powerful chip and to set a data centre capacity goal stretching to 2032.
Investors asked to withdraw 14.7 per cent of outstanding shares in the third-quarter tender, down from the previous quarter but still far above the fund's cap.
A quarter-point increase to 1.25 per cent came with two dissenting votes and no explicit hawkish guidance, leaving the currency close to its weakest levels of the year.
The S&P 500 bank index dropped as artificial intelligence disruption fears met a two-year to ten-year spread at its narrowest in more than a year.
Europe's central banks want the bank-deposit floors for stablecoin reserves removed, endorsing a risk argument Tether first made two years ago.
A run of hawkish remarks from regional Federal Reserve presidents has pushed traders to price further tightening, lifting the dollar to its strongest level since late July.
Kristalina Georgieva warned that repeated shocks have pushed debt levels higher just as central banks tighten, and Britain's August borrowing figures show the squeeze arriving.
Tehran has floated conditions for restoring traffic through the chokepoint, and oil fell as American and Iranian officials completed a round of indirect talks at the United Nations.
The Japanese group is taking orders for one of the largest corporate high-yield deals ever, financing artificial intelligence commitments in the junk market rather than with equity.
The president's endorsement reverses an administration position that had resisted fuel export restrictions, and his own energy officials have argued against it.
The agreement grants Washington permanent basing rights on the semi-autonomous Danish territory while stopping well short of the ownership President Trump had demanded.
Analysts expect tariff relief at best from the Trump and Xi meeting, with no movement on semiconductor export controls or rare earths.
Tuesday, September 22, 2026
24 storiesASIC stopped offers under three private credit products and told the sector to fix governance and valuations or face enforcement.
Regulators are using informal window guidance to hold back listings after Unitree's slide from its post-debut peak.
Forecasters now place AI infrastructure capex above $1.3 trillion by 2027, a figure large enough to register in the macro data.
Europe's central banks want the requirement that large issuers hold most reserves in commercial bank deposits deleted from the bloc's crypto rulebook.
Three regional Federal Reserve presidents argued this week that price pressures now extend well beyond energy, and that one rate increase may not be enough.
Tehran has submitted conditions for reopening the strait as commodity traffic through it fell to two vessels in a day.
The settlement removes the last legal hurdle to a $110 billion combination that will not require major divestitures.
The gap between two-year and 10-year yields has hit its narrowest reading of the cycle even as the long end trades at 5 percent.
The president said a decision would come fast, while the Treasury secretary said the administration is still examining whether a ban is feasible.
Government borrowing came in higher than expected in August, with debt interest of 8.8 billion pounds, the highest for the month since records began in 1997.
The accord ends a months-long standoff and paves the way for two new US military bases on the island.
A narrow notification mechanism, not a broad accord, is emerging as the likeliest deliverable of this week's summit.
Crypto rallied into a hawkish Federal Reserve and a failed US market-structure bill, with ETF flows turning positive and short positions liquidated.
A Canadian province is seeking compensation from a frontier AI lab and its chief executive over a mass shooting at Tumbler Ridge.
Federal detention capacity is expanding across several states while the largest listed operator's stock falls on a detainee transfer.
Tehran has put the world's most important oil chokepoint on the table in exchange for an easing of US military pressure.
Diesel hit a record high and senior Republicans want an export embargo, but the president's own energy and interior secretaries are against it.
The most-watched attempt to settle cross-border trade outside the dollar has lost the world's most important oil exporter.
Masayoshi Son is raising a record sum from high-yield investors, and demand has already run well ahead of the deal size.
St. Louis, Chicago and Minneapolis policymakers all argued on the same day that inflation is still too high to stop tightening.
Scott Bessent says secondary sanctions will shut Iranian carriers out of the global aviation system from 23 September.
Washington has offered Beijing an emergency notification channel for artificial intelligence failures, and trade talks alongside it went further than expected.
A months-long fight over US control of Greenland ends in an agreement granting Washington permanent military rights on the island.
Budget director Russell Vought is pushing an executive order that would let a political appointee veto biomedical research awards.