Rising US Treasury yields and Anthropic’s momentum

Higher oil prices and rising bond yields weighed on equity markets, pushing global stocks lower at the start of the week. US Treasury yields remained in focus as strong corporate bond issuance added to concerns over US fiscal deficits. Meanwhile, artificial intelligence remained a standout theme, with Anthropic's rapid growth boosting sentiment across the sector. Enrico Chinello, Next Generation Research, takes a closer look at AI, noting that record investment by hyperscalers and institutional investors continues to support strong demand for AI infrastructure. Investors are increasingly focused on when that spending will translate into earnings and cash flow.

• (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
• (00:27) - Markets wrap-up: Mike Rauber, Product & Investment Content
• (06:08) - Institutional investing in Artificial Intelligence: Enrico Chinello, Next Generation Research
• (11:06) - Closing remarks: Bernadette Anderko, Product & Investment Content

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