🥇 Gold traded around $4,674 an ounce Monday, up more than 5% in a week and roughly 15% in a month. U.S. debt worries keep driving the bid — and Bessent just named gold one of five sectors subject to secondary sanctions, a direct shot at Iran's favorite workaround for moving money.
🔽 Temu parent PDD Holdings slid 1.5% after a tepid second quarter. Revenue rose 8% to $16.6 billion, but adjusted net income fell 13% to $4.2 billion as the company keeps spending heavily on merchant support and its global push against a tough tariff backdrop. $GOLD.US 💵
📊 Long-term Treasury yields finally took a breather, with the 30-year easing to 5.19% Monday from Friday's 5.24% close. The 10-year slipped to 4.65% — the first real sign that Bessent's supersized bond buybacks, which begin September 9, are calming a market that just pushed yields to their highest since 2007.
🔼 Bitcoin topped $79,000 Monday morning, its highest level since May. The move extends last week's 22% surge — its best week in two years — with traders now looking to Wednesday's PCE inflation print and Fed Chair Warsh's Jackson Hole speech Friday for the next catalyst. $BTC
🚘️ Der Handelskrieg zwischen den USA und Kanada eskalierte schnell, nachdem die Gespräche am Freitag gescheitert waren. Ein 50%‑Zoll der USA auf rund 20 Milliarden US-Dollar kanadischer Waren — mehr als 500 Produktkategorien, darunter Alkohol — trat am Samstag in Kraft. Trump drohte am Montag mit 50%‑Zöllen auf kanadische Autos, und Premierminister Mark Carney plant am Dienstag eine dollar-genaue Vergeltung.
💰️ Alibaba hat in einer Rekordemission in Hongkong 10,2 Milliarden US-Dollar aufgebracht, um seinen KI-Ausbau zu finanzieren — und die Aktionäre zögerten. Das Unternehmen verkaufte 710 Millionen neue Aktien, um einen dreijährigen Investitionsplan über 380 Milliarden Yuan für KI und Cloud zu unterstützen. Die an der US-Börse notierten Aktien des Unternehmens fielen im vorbörslichen Handel um mehr als 3%.
🔻 Memory-chip stocks got hammered Monday after another Chinese memory maker filed for an IPO in Shanghai. Micron shed 5.8%, Sandisk dropped 6% and Seagate fell 6.5% on fears of a state-backed supply wave, dragging the Nasdaq down 0.8% even as the Dow rose 0.3%.
📉 Nvidia fell 2.9% Monday — its seventh straight losing session — heading into Wednesday's make-or-break earnings report. Weekend reports that customers including Microsoft, Alphabet and Oracle were notified of price hikes above 15% on AI servers, driven by soaring memory costs, added to the nerves.
Other Relevant AI News! 🧠 Anthropic's earliest institutional backer says the foundation model layer, not any single flashy feature, is still what's driving the entire AI wave. Watch Matt Murphy's take on CNBC as Anthropic heads toward a public listing.
🚀 Google DeepMind just partnered with the studio behind EVE Online to build agents that have to remember, plan, and scheme across years inside a persistent universe, no resets allowed.
📚 More than a dozen advocacy groups just asked the FTC to investigate AI companies for physically destroying books after scanning them, and they're not framing it as a copyright fight.
🔮 Prediction: Expect language from this address to show up almost verbatim in upcoming EU and Latin American AI policy debates. Secular frameworks keep struggling to agree on shared values for AI regulation, so "human dignity" language from institutions like this becomes the fallback vocabulary lawmakers reach for when their own drafting stalls.
Should religious institutions have a real seat at the AI policy table, or is this overreach into a technical debate that isn't theirs to referee? Genuinely curious where you land; reply and let me know.
Here's the asterisk on this one: this wasn't a homily about screen time. It was delivered directly to people who write laws, at the exact moment governments everywhere are drafting AI legislation with no shared vocabulary for what "harm" even means.
The Vatican doesn't have a lobbying budget or a seat on any AI safety board, but it just handed legislators a ready-made moral framework: human dignity, family, accountability, at the moment they need one most.
He named the harms directly: algorithms deciding who is seen and who remains invisible, platforms shaping public discourse without accountability, and worker dignity subordinated to system optimization.
He said AI must never erode the family, whether by reducing people and relationships to data and simulations, flooding young minds with content that distorts desire, or economic models that make family life precarious.
The Pope Just Told Lawmakers Exactly Where AI Crosses the Line While Silicon Valley argues about scaling laws, Pope Leo XIV spent Friday telling an audience of actual legislators where he thinks the guardrails need to go.
🔮 Prediction: Within two years, AI literacy becomes a required standard right alongside media literacy in most state curricula. But the states and private nonprofits moving first right now, not the Department of Education, will end up writing the de facto national playbook that everyone else copies. Whoever builds the first good template wins the standard by default.
Is your kid's school actually teaching this yet, or are you the one explaining hallucinations at the dinner table? Hit reply and tell me what you're seeing on the ground.
Closer to home, FOX 5 Atlanta checked in on the metro Atlanta angle: Dave Howland, Executive Director of Teach for America Metro Atlanta, joined to talk through how local educators are already weaving AI into lesson planning and what families should keep in mind as the year kicks off.
Here's the uncomfortable part: nobody's really debating whether AI belongs in schools anymore. That ship sailed.
The real fight is quieter and uglier. It's about which districts can afford to do this properly and which ones are left improvising. This will sound familiar to teachers and administrators. A district with 50,000 students and a partnership with a national nonprofit can build a real curriculum. A district with a fraction of that budget gets a Google Doc and good intentions.
The literacy gap forming here isn't about AI at all. It's the same old resourcing gap wearing a new hat.
Closer to home, FOX 5 Atlanta checked in on the metro Atlanta angle: Dave Howland, Executive Director of Teach for America Metro Atlanta, joined to talk through how local educators are already weaving AI into lesson planning and what families should keep in mind as the year kicks off.
Here's the uncomfortable part: nobody's really debating whether AI belongs in schools anymore. That ship sailed.
The real fight is quieter and uglier. It's about which districts can afford to do this properly and which ones are left improvising. This will sound familiar to teachers and administrators. A district with 50,000 students and a partnership with a national nonprofit can build a real curriculum. A district with a fraction of that budget gets a Google Doc and good intentions.
Siebenunddreißig Bundesstaaten haben mittlerweile offizielle KI-Leitlinien für Schulen veröffentlicht, aber South Carolina gehört nicht dazu. Daher hat sich der Schulbezirk Charleston County (mit 50.000 Schülerinnen und Schülern) daran gemacht, seinen eigenen Ansatz von Grund auf zu entwickeln – und bezeichnete das als „eine riesige Herausforderung“.
Der Bezirk holte sich Unterstützung von „AI for Education“, also von derselben Organisation, die auch dabei geholfen hat, Leitlinien für Chicago, Houston und Dutzende anderer Bezirke zu erarbeiten.
Das Trainingsmodell aus Utah, das Grundlagen vermittelt – wie KI funktioniert, zusammen mit Themen wie Verzerrungen (Bias), Halluzinationen, Ethik und Datenschutz – wurde bereits von Maine, West Virginia und Georgia übernommen.
Umfassende KI-Kompetenztrainings erfordern hohe Investitionen. Das sorgt für echte Bedenken, dass Kinder in unterversorgten Bezirken nicht die gleiche Aufmerksamkeit erhalten wie Kinder in wohlhabenderen.
Eine Expertin brachte das Ziel auf den Punkt: Gute KI-Kompetenz bedeutet, zu wissen, wann man sie nicht einsetzen sollte.
Schools Are Teaching Kids to Catch AI's Mistakes, and the Results Are Already Ugly Back to school this year comes with a new subject nobody asked for: teaching kids why the AI in their pocket can be confidently, spectacularly wrong.
A group of Charleston County, South Carolina educators got a live demonstration of exactly that. An instructor prompted an AI tool to "create a map of the world," and the result drew gasps of disbelief and laughter. Mali came back spelled "Mail." Egypt was labeled "Sopth." Libya was simply relabeled "Africa," with dozens of other countries misspelled or turned into gibberish, according to the AP report on the symposium.
My fellow AI explorers Today, you can learn about Google’s roadmap for how you can have a real conversation with Google AI; no more taking turns. Now you can get things done in real time.
School's back in session, and so is the scramble to figure out what AI is actually allowed to do in the classroom. This week we're covering the patchwork of states writing the rulebook in real time, and a Pope who just told legislators exactly where he thinks the line is,
🎒 AI school rules are rewriting what "cheating" means Charleston's AI map disaster, Atlanta's back to school playbook, and the states writing the rules first
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