What you'll learn

• 1 (00:33) **Markets Open in the Red as AI Safety Fears and Oil Jolt Yields** - Chip stocks fall on AI safety concerns while the 10-year Treasury yield briefly tops 5% and oil surges above $110.
• 2 (01:18) **Microsoft Publishes Provisional AI Code of Conduct** - The company outlines rules for training new models, including bans on weapons requests and violent content.
• 3 (02:09) **Sam Altman Welcomes Federal AI Oversight** - The OpenAI CEO posts on X that he would support federal regulation for safety.
• 4 (02:48) **Trump Rejects Calls for AI Regulation on Truth Social** - The president warns that tighter federal rules could leave the industry in “financial ruin” and give China a competitive edge.
• 5 (03:23) **China’s AI Safety Focus Differs from the US** - WSJ Chief China correspondent Lingling Wei explains that Beijing prioritizes political and regime security over existential risks.
• 6 (06:11) **AI Infrastructure Stocks Fall but Hyperscalers Rally** - Chip stocks tied to the AI build-out drop, while Alphabet and Meta rise on their core business strength.
• 7 (07:23) **Treasury Yield Milestone and Rate Hike Expectations** - The 10-year yield briefly tops 5%, its highest since 2007, before closing lower.

+ Full timestamped outline available in the app