Public Markets 3 Hours

Last updated: July 25, 2026, 8:30 AM ET

Tech Debt and AI Spending

Big Tech's demand for AI investment is fueling a surge in bond sales, significantly impacting the US corporate bond market. This debt flood is becoming a dominant risk factor in the market. Meanwhile, companies are reportedly starting to slow their spending on artificial intelligence pumping the brakes.

Geopolitical Tensions and Energy Markets

Saudi Arabia has struck Houthi rebels following attacks on tankers by the Iran-backed group, raising concerns about the security of key energy sites. This escalation marks another turn in the ongoing cycle of tension between the two nations.

Corporate and Cultural Disputes

The company behind the Midnight Ramble concerts at Levon Helm Studios is facing a family feud, with Levon Helm's daughter accused of "malfeasance" in running the business. Separately, companies associated with Robert F. Kennedy Jr.'s movement are emerging as early beneficiaries of regulatory changes in the health sector.