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Connect scattered updates into a story you can understand.
In an Axios interview, U.S. Treasury Secretary Bessent said that the recent rise in U.S. Treasury yields is consistent with global trends, with no sign of funds shifting from U.S. Treasuries into German or Japanese government bonds; he also played down concerns about the AI bubble.
According to CNBC reports, Michael Burry has adjusted portions of his short positions in Micron, Nebius,SOXX and Palantir into put options, saying that he has brought forward his assessment of a turning point in AI market conditions.
Cathie Wood says the current technological revolution will have a greater impact on the economy and stock market than the Industrial Revolution; ARK compares the current environment with the 1980s and 1990s in its investor letter.
