Carlyle Global Head of Aerospace, Defense and Government Ian Fujiyama spoke with Bloomberg’s Dani Burger on the sidelines of Carlyle’s Global Investor Conference in Washington, discussing investor excitement in defense tech, investing at the edge of innovation, supply-chain resilience and AI in defense, according to Bloomberg.

US stock index futures turned lower, with Dow Jones futures down 0.74%, Nasdaq 100 futures 0.71% and S&P 500 futures 0.60%, according to Gate data.That reverses the direction recorded earlier in the session, when S&P 500 futures had been up 0.35% and Nasdaq futures 0.43% in European morning hours as some of Monday's AI-driven selloff appeared to unwind.The Dow Leading Down Is the Notable PartOrdering matters more than magnitude here.Monday's selloff was concentrated in technology and AI infrastructure. The Philadelphia Semiconductor Index fell 5.9% in its worst session since July 1, with the Nasdaq 100 at a six-week low, while Nvidia dropped more than 4% and Intel, Micron and SanDisk each fell over 7%.That was a sector event. The Dow now leading the decline, with all three indexes clustered between 0.60% and 0.74%, describes something broader.Uniform weakness across a mega-cap industrial index, a broad benchmark and a technology-weighted one suggests the driver is macro rather than sectoral.Four Pressures Have ConvergedNothing in particular went wrong, which is the difficulty.The 10-year Treasury yield reached 5.04%, its highest since July 2007, and the 30-year hit 5.40%, its highest since June 2007. Brent traded above $107 after another attack on Saudi energy infrastructure. Markets price roughly 94% odds of a Fed hike Wednesday. AI uncertainty persists after Anthropic CEO Dario Amodei's weekend call to slow development, with Sam Altman and Elon Musk agreeing.Each is individually manageable. Arriving together, they remove the offsets that normally cushion any one of them.An energy shock usually coincides with growth expectations supporting earnings. Rising yields usually accompany an expanding economy. AI weakness usually occurs against a supportive rate backdrop.None of those offsets is available.The Long End Is Doing the DamageWednesday's decision addresses overnight funding. The move pressuring equities is happening further out the curve.In Asian trading the 10-year rose 6.2 basis points to 5.021% against the two-year's 4.4 basis points to 4.676% — a steepening that reverses the flattening Friday's CPI produced.ING rate strategists noted the disconnect: "Logically, a rate hike should have calmed the long end, yet the long end is typically extremely volatile."Mischler Financial's Tom di Galoma attributed the rise to rate expectations, increased corporate and government debt supply, growth prospects and the long-term US fiscal path. Only the first of those resolves when a tightening cycle ends.European stocks opened broadly lower with Italian banks leading the decline, reflecting the same long-end pressure through sovereign holdings on bank balance sheets.Crypto Is Falling Alongside Rather Than AgainstMonday's pattern has not repeated.Bitcoin gained roughly 1% while the semiconductor index fell 5.9%, prompting readings that the AI correlation channel had broken down. Bitcoin has since slid to around $76,000, losing the 50-week exponential moving average at $77,430 it reclaimed Monday and breaking below the $77,100 floor of the spot absorption zone Bitfinex analysts identified.Selling pressure was near universal in crypto Tuesday, with 92 of the CoinDesk 100 constituents lower and the index down 1.6%. Ether fell 1.6% to $2,474.76 and Solana lost 2% to $100.43.The Clarity Act cloture vote adds a crypto-specific variable equities do not share. Polymarket odds on the bill being signed into law this year fell from around 30% to 34% Monday to 17% to 18% after Democrats tabled a counterproposal.Wednesday Is Two Events, Not OneThe Fed decides at 2:00 p.m. ET, with updated projections and a Warsh press conference following at 2:30.The decision is priced. Bank forecasts diverge sharply on what comes after — UBS at 50 basis points this year, Bank of America at 75, Deutsche Bank running through March 2027, Jefferies expecting fewer than markets imply.The dot plot either validates the path markets have built or corrects it, and Warsh has to deliver that signal without the forward guidance he rejected at Jackson Hole.The Bank of England follows Thursday and the Bank of Japan Friday.

B.AI said it will begin offering 90% off calls for Qwen3.8-Flash, Hy3, and MiMo-V2.5 starting at 5:00 PM SGT on September 16. According to ChainCatcher, the free access for those models will end at 4:59 PM SGT on September 16. Developers will pay 10% of the standard price to continue using the models. B.AI also urged developers to prepare sufficient account balance in advance to avoid disruptions to API calls and project workflows.

CoinShares said the shift of Bitcoin miners toward AI has reached a level that may be difficult to reverse even if Bitcoin itself recovers. According to ChainCatcher, at least 35 EH/s of hashrate is planned to leave publicly listed mining firms, with listed Bitcoin miner IREN expected to exit by the end of the year and Cipher potentially following by the end of 2027.

Kazakhstan will establish a national crypto analysis center to monitor transactions involving digital assets, according to Kazakhstan's official news agency Kazinform. According to Foresight News, National Bank of Kazakhstan Governor Timur Suleimenov said at a government meeting that the center will be built on the central bank's regulatory technology platform. The center will analyze the fiat and crypto components of transactions, as well as information about customers, wallets, and transactions. It will also be integrated with the National Bank's anti-fraud center, and banks, law enforcement agencies, and licensed digital asset providers will be able to use its verification tools.

Liquefied natural gas buyers are accelerating talks to buy more fuel from the US as the Iran war and turmoil over the Strait of Hormuz push them to seek alternatives to Middle East suppliers, according to Bloomberg.

Meta Platforms said its latest in-house AI chips will start running in data centers next year, with another model due by the end of 2027, according to Bloomberg. The company touted the cost-saving benefits of the new processor.

YZi Labs shared its full thesis for EASY Residency S5. YZi Labs posted on X. The post directed readers to @jermywkh and included a prompt to read the full thesis for the program.

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.

Many people regret missing out on this round of crypto price increases, while VCs who left the market are now turning their attention back to stock tokenization.

Saifedean Ammous, author of "Bitcoin Standard," argues that Bitcoin's electricity consumption may have peaked and may never again consume as much electricity as it did in 2024-2025.