US Government

Industrials

The Biggest Steel Plant in US History Is Coming; Some Hawkeyes Don’t See It That Way

Photo via Bonnie Cash – Pool via CNP/CNP / Polaris/Newscom

On Friday, Iowa legislators in the were told the mill is “not a done deal” after they were called in to approve incentives worth $1.4 billion.

2 min read

Photo via JOHN ANGELILLO/UPI/Newscom

Markets

Appetite for US Bonds as Safe Haven Rebounds After Global Yields Spike

The yield on the 10-year Treasury note finished September with the biggest quarterly gain since 1994 and reached a 24-year high of 5.34%.

2 min read
Photo via Jonathan Brady / PA ROTA – B68 / Avalon/Newscom

Artificial Intelligence

Nvidia Develops Tools to Tackle Rogue AI Risks

Its Open Agent Safety Platform is a training sandbox designed to prevent the breaches that have led to hacks at Hugging Face and elsewhere.

2 min read
Photo via Xinhua/Sipa USA/Newscom

Inflation & Prices

Treasury Yields Touch 20-Year Highs, Fueled by Sticky Inflation, US Debt

The 10-year yield has surged to 5.223%, the most in 19 years, while the 30-year yield hit 5.501%, the most since 2004.

2 min read

Markets

Bond Yields at 2007 Levels Undermine 60/40 Portfolio Rationale

Photo via Graeme Sloan/Sipa USA/Newscom

The rout has been caused by energy shocks, surging US government debt, inflation and capital investment the size of national GDPs.

2 min read

Artificial Intelligence

OpenAI, Anthropic Speed Toward IPOs Amid Growing Scrutiny of Token Payments

Photo via Florian Gaertner/IMAGO/BMF/Newscom

Enterprise customers have begun to doubt the burdensome cost of pay-per-use token consumption and are looking to cheaper models.

2 min read

Photo via IMAGO/CFOTO/Newscom

Big Tech

Apple Flirts With Adding Intel, Samsung into Main Chip Supply Chain

Apple’s supply chain and manufacturing dependencies have turned problematic in the age of tariffs and friend-shoring.

2 min read
Photo via Vincent Isore/ZUMAPRESS/Newscom

Artificial Intelligence

Anthropic, OpenAI Team with Private Equity to Rev Up AI Adoption

OpenAI’s joint venture with private equity giants will turn some 2,000 portfolio companies into potential AI adopters.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by SilverV via iStock

Economics

What’s Good for Gas Is Good for the Greenback. But for How Long?

The Iran War reignited demand for the US dollar as a safe haven, but that may not stop the greenback’s longer-term decline.

5 min read

Industries

There’s a Clear Winner from the Shutdown’s Disruptive Airport Delays

Photo via Ramon "Tonito" Zayas/Newscom

Clear has gained a cult following of travelers who like to show up for flights five minutes before boarding.

2 min read

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