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Anthropic’s slowing growth could be the AI trade’s latest red flag3:17 Anthropic’s revenue growth appears to be cooling as the company prepares for its public debut, further stoking investors’ AI jitters The AI trade is splintering as inflation fears rattle hyped-up tech stocks1:42 Investors are wondering if steep inflation and increased borrowing costs could derail the AI buildout. You’re probably too invested in equities. Why a 60-40 portfolio is still the smart way to go.0:38 For most of U.S. history, an all-stock and a 60-40 portfolio have run neck-and-neck for trailing 30-year returns. Your Social Security check will rise an average of $75 a month — will it be able to keep up with inflation?0:38 The 3.6% COLA for 2027 is aimed at helping more than 68 million beneficiaries keep pace with the cost of living Big banks see risks in financing the AI boom, but are happy to keep writing the checks0:38 The CEO’s the U.S.’s biggest banks all chimed in on the risks of related to the massive AI buildout, but how there’s still no sign that investments need to slow down. CoreWeave sparks worry about broader credit-market stress as its bonds tumble22:31 Signs of stress in the high-yield “junk” bond market are rising, with recent borrowing tied to artificial intelligence falling under increased scrutiny. |