Kalshi and Polymarket Want a Bite of the AI Boom

Published on August 25, 2026

The artificial intelligence trade is booming, and so is the hunt for new ways to diversify AI exposure. Traders can buy power futures, track the technology’s beneficiaries and back data-center real estate projects, alongside buying the usual haul of chipmaker shares.

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The Bond Market Is Returning to the Old Normal

August 25, 2026
Yields on 30-year US bonds broke 5% last week, a level not seen since before the Great Financial Crisis. The Treasury Department bought bonds in an attempt to lower yields. It worked — for a day, then bond yields went back up. Meanwhile, in a not-exactly-unrelated development, the US national debt just passed $40 trillion.

Treasuries Gain as Oil Drop Eases Pressure on Inflation, Bessent

August 25, 2026
Treasuries gained as a decline in crude oil eased inflation concerns and the pressure on Treasury Secretary Scott Bessent, who has been moving to halt a months-long selloff that pushed the longest-dated yields to the highest in almost two decades.