Dani Burger is at Carlyle's Global Investor Conference discussing defense tech, AI and the outlook for credit with Ian Fujiyama, Jason Thomas and Alex Chi, according to Bloomberg. The program also covers pressure on the Federal Reserve, questions about an AI slowdown and Scott Bessent's Capitol Hill appearance on inflation, energy and AI.

US Treasury Secretary Scott Bessent defended the Treasury’s recent intervention in the bond market after US Representative Jim Himes, a Connecticut Democrat, questioned the move and said it distorts free markets, according to Bloomberg.

According to CNBC, the S&P 500's declines accelerated Tuesday after the 10-year Treasury yield reached its highest level since 2007, while oil also rallied. Jim Cramer said investors were focusing on the wrong drivers of the market and pointed to the surge in bond yields, the rise in oil and concerns about what could happen if the Federal Reserve raises interest rates Wednesday. The CME FedWatch tool showed odds of a rate hike above 92%. Cramer also warned against trying to forecast several rate moves ahead, saying that approach is a "parlor game." Separately, shares of Intel and Micron were modestly higher after Monday's sharp declines tied to Anthropic CEO Dario Amodei's weekend letter calling for a slowdown in artificial intelligence development over safety concerns. Cramer said he still views Intel and Micron as buys and said the portfolio added a few shares of Micron on Monday after the semiconductor group stabilized.

OpenAI Inc. is looking at Canada for data center partnerships under Prime Minister Mark Carney, according to Bloomberg. One of OpenAI's top executives, who previously hired Carney to lead the Bank of England, said the company is taking a close look at the country.

Apple’s AirPods 5 start at $129 and add noise cancellation, with improved sound, according to Bloomberg. The article says it is worth paying an extra $20 for wireless charging and volume controls, but both versions of the AirPods 5 offer better sound and noise cancellation.

Carlyle Group co-founder and billionaire investor David Rubenstein warned that the United States' expanding debt is like a ticking time bomb and said it is weakening national security. According to Sina Finance, he said the U.S. now carries $40 trillion in debt and that annual interest costs have already exceeded defense spending. Rubenstein made the remarks in a recent podcast episode. He said annual interest expense is now slightly above $1 trillion, while the defense budget is also about $1 trillion. According to Sina Finance, DoubleLine's latest analysis showed that annual U.S. debt interest payments have risen to a record 18.5% of federal revenue, breaking the previous 18.4% high set in 1991. The report also said annual interest expense has reached a record $1.25 trillion, more than four times the 1991 level. Rubenstein said the result is higher interest rates, which would raise the cost of mortgages, ordinary borrowing, and credit card use.

According to CNBC, Jim Cramer’s Charitable Trust is buying 80 shares of Bank of New York at roughly $153, lifting its total holding to 320 shares and increasing the trust’s weighting to about 1.25% from 0.95%. The trust started a small position two weeks ago and is adding after the stock fell about 5.5% over the past two sessions. Bank of New York Chief Financial Officer Dermot McDonogh said at the Barclays Global Financial Services Conference that third-quarter revenue was a little slower than the seasonally stronger second quarter, but remained within management’s guidance from the end of the second quarter. He also said volumes in the capital markets business were strong and had picked back up in September, reiterated the bank’s 6%-7% full-year expense outlook, and said the company remains committed to delivering positive operating leverage again next year.

According to CNBC, Fannie Mae and Freddie Mac are now allowing lenders to use VantageScore 4.0, in addition to the classic FICO score, for all mortgages sold to the government-sponsored enterprises. The change expands a limited rollout announced in April and follows a Sept. 3 post on X from Bill Pulte, director of the Federal Housing Finance Agency, which oversees the two mortgage buyers. VantageScore 4.0 can factor in data such as rent and utility payments, which may help some borrowers qualify for a mortgage or secure a better rate, experts said. CNBC reported that about a third of mortgage denials for primary home purchases with conventional loans in 2025 were tied to a lack of credit history, according to Zillow's analysis of 2025 Home Mortgage Disclosure Act data. The article also said FHFA may reduce the number of credit reports lenders must review from three to two, while Pulte said the agency is also studying the use of a single credit report in the mortgage application process. Separately, the Federal Housing Administration will begin insuring mortgages underwritten with VantageScore 4.0 and FICO 10T on Jan. 1.

Brockman in conversation with a16z: AGI has happened, but no one has the answers regarding employment and security, and the true form of AI has not yet emerged.

The debate between Jensen Huang and Dario relies on induction and extrapolation. The author uses Hume to dissect the AI ​​doomsday theory debate: Thanksgiving is not yet here.

Jinse Finance launches the "Jinse Web3.0 Daily," providing you with the latest and fastest news on AI, DeFi, DAO, NFT, and the metaverse.

Anthropic, OpenAI, and others are unusually calling for a slowdown in AI, yet they are simultaneously rushing to achieve the largest IPO in history.

Jensen Huang publicly criticized AI doomsday theories at the All-In Summit: "These predictions are all wrong"; Trump spoke out midway through his speech.

Multiple studies have focused on the risks of AI recursively self-improving, and a growing number of leading researchers are worried about losing control, exacerbating the divisions within the academic community.

Robinhood's on-chain stock DEX traded over $3 billion in 63 days, prompting the chairman of AMC to question whether the company's permission was required.

Entering 2026, the A-share market has become a haven for speculative stocks. One stock has surged over 28 times in a year; who is behind this rampant speculation? Is it a game of musical chairs…

From $8 million fear-mongering ads to factional feuds with hundreds of millions of views: Capital is behind the scenes buying narratives and distributing anxiety.

Dario Amodei has admitted for the first time that the industry has long concealed AI risks and proposed a three-step rate-limiting framework, which has drawn fierce backlash from the open-source camp.