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The bond market hasn’t been this calm since the dot-com bust and the financial crisis. History warns of a rude awakening.21:13 Junk-bond spreads are near the lows reached before the financial crisis of 2007-09. Here’s how to hedge before the market wakes up. This energy company sidestepped Iran war challenges by pushing into data centers20:42 SLB has looked beyond the Middle East, capitalizing on revenue opportunities in other regions and in the AI market. Why Micron and other major chip stocks are falling — even as the rest of tech holds up20:42 There isn’t one “smoking gun” catalyst — but investors could be reacting to Chinese memory developments, Korean stock-market weakness and Intel’s inability to sustain postearnings gains Jensen Huang has a high-stakes message for AI policymakers20:10 As Washington considers tighter restrictions on open-weight AI over concerns of intellectual-property theft, Nvidia and other tech companies are pushing back. |