Anthropic's Claude Drives Software Sell-Off

Yields spiking after today’s treasury auction showed weak demand, as stocks failed to build on yesterday’s momentum. Why a top market strategist says bond market investors are in “bunker mentality” right now, and why he’s alarmed at today’s showing. Plus KB Home reports results, how an updated Claude Code could reportedly be gaining more control over your computer, and Palo Alto Networks CEO on the rise in AI threats and the step up in security holding them back.

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