The Pentagon formally labels Anthropic a supply-chain risk

US Defense Secretary Pete Hegseth speaks during a press conference on US military action in Iran, at the Pentagon in Washington, DC, on March 2, 2026. | Brendan Smialowski/AFP via Getty Images Image: Denys Gromov / Pexels View Link After weeks of failed negotiations, public ultimatums, and lawsuit threats, the Defense Department has formally labeled…

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Modern skyscraper featuring the UBS logo against a clear sky in New York City.

UBS’ Mish on Private Credit AI Disruption Risk

Matthew Mish, Head of Public and Private Credit Strategy at UBS, discusses the evolving impact of AI disruption on credit markets. He tells Katie Greifeld and Bailey Lipschultz on “The Close” that markets are beginning to price in increased risk, particularly in the technology sector and leveraged loan space. (Source: Bloomberg) Image: Harry Shum /…

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Navigating the Rubble: Inside the High-Stakes World of Frontier Market Investment

Introduction As geopolitical fault lines shift, a daring breed of investor is moving into territories others flee. From the oil-rich chaos of Venezuela to the war-torn fields of Ukraine, multinational corporations face a daunting calculus: immense potential reward versus profound, tangible risk. The real story isn’t about political declarations, but the gritty, on-the-ground realities of…

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Digital Gold Tarnished: Crypto Markets Reel as Commodities Shake and Political Winds Shift

Introduction The cryptocurrency market, often touted for its independence, has been caught in a powerful crosscurrent of traditional finance and political speculation. A sharp sell-off in precious metals and renewed debate over the future leadership of the Federal Reserve sent shockwaves through digital asset prices this week, with Bitcoin briefly tumbling below the $78,000 threshold….

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The AI Anxiety Effect: How Fears of Free Tech Derailed a Billion-Dollar Banking Deal

Introduction A landmark $1.2 billion financing deal, orchestrated by Deutsche Bank, has hit a startling roadblock. The culprit isn’t a traditional economic downturn or regulatory crackdown, but a profound and growing market anxiety: the fear that freely available artificial intelligence could render entire business models obsolete overnight. This high-stakes stalemate over the acquisition of AI-software…

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