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Dario Amodei's essay advocating cautious AI development knocked NVDA shares down four points, but the company's $2 trillion order backlog tells a different story Nvidia shares dropped four points on September 14 after Anthropic …

Dario Amodei's essay advocating cautious AI development knocked NVDA shares down four points, but the company's $2 trillion order backlog tells a different story Nvidia shares dropped four points on September 14 after Anthropic CEO Dario Amodei published an essay calling for a systematic slowdown in AI model development. Jim Cramer weighed in on the dip, calling NVDA a stock worth buying, but with a caveat: wait for it to fall further. His reasoning centers on what he considers insufficient buyback programs from Nvidia, a factor that limits the downside protection investors might otherwise count on during moments of turbulence like this one. Gloria Close the app — Gloria Finance keeps watching. Set a monitor and hear back only when something material changes. Set a monitor → The Amodei paradox Amodei’s essay, published around September 12-13, laid out the case for pacing AI advancements more carefully, citing safety concerns and risks tied to rapid technological leaps. Advertisement But here’s where it gets interesting. Anthropic itself has committed to roughly $517 billion in compute spending through August 2026. That money flows directly into the pockets of companies like Nvidia, whose GPU infrastructure underpins virtually every serious AI research lab on the planet. Nvidia CEO Jensen Huang has been open about how the Anthropic relationship is deepening. Grace Blackwell system shipments climbed 27% month-over-month, a pace that suggests demand isn’t just sustained but accelerating. AI, tech, and the markets they move—in one daily briefing. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. Nvidia’s demand picture remains staggering The company reported a backlog of orders exceeding $2 trillion in its Q2 results. That’s roughly equivalent to the entire GDP of Italy sitting in a queue waiting for GPU shipments. The 27% month-over-month increase in Grace Blackwell shipments demonstrates that Nvidia’s latest-generation systems are ramping faster than previous product cycles. Safety rhetoric vs. spending reality Cramer’s broader point about buybacks deserves attention. Nvidia’s repurchase program, relative to its market capitalization, hasn’t kept pace with what investors in a stock this dominant might expect. Without that cushion, dips triggered by external commentary can extend further than they otherwise would.

By Hannah Lang, Gertrude Chavez-Dreyfuss and Medha Singh Sept 14 (Reuters) - Bitcoin bulls are back after months of gloom, but a Federal Reserve rate decision this week will test that optimism, even as …

By Hannah Lang, Gertrude Chavez-Dreyfuss and Medha Singh Sept 14 (Reuters) - Bitcoin bulls are back after months of gloom, but a Federal Reserve rate decision this week will test that optimism, even as a key Senate vote on crypto legislation could provide a s… By Hannah Lang, Gertrude Chavez-Dreyfuss and Medha SinghSept 14 (Reuters) - Bitcoin bulls are back after months of gloom, but a Federal Reserve rate decision this week will test that optimism, even a…

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The crypto market is bracing for huge volatility in Bitcoin (BTC), Ethereum (ETH), and XRP due to a macro-heavy week. Wall Street giants JPMorgan and Goldman Sachs now expect a Fed rate hike. Traders …

The crypto market is bracing for huge volatility in Bitcoin (BTC), Ethereum (ETH), and XRP due to a macro-heavy week. Wall Street giants JPMorgan and Goldman Sachs now expect a Fed rate hike. Traders expect price action to remain choppy as multiple key events, including the CLARITY Act vote and the Bank of Japan rate decision, are also scheduled this week. Escalating the Middle East conflict is increasing uncertainty in global markets and risking pressure on the crypto market. In addition, skyrocketing oil prices, Treasury yields, and the US dollar are contributing to heightened selling pressure on Bitcoin. Ad Ad JPMorgan and Goldman Sachs Estimate 25 Bps Fed Rate Hike in September Goldman Sachs and JPMorgan have shifted to expecting a 25 bps Fed rate hike at the September meeting after hotter August inflation and the renewed oil surge. Markets are pricing roughly an 87% probability of a hike, Reuters reported on September 14. Goldman Sachs abandoned its previous call for the Fed to hold rates steady and now projects a 25bps hike at the September 16 FOMC meeting. In contrast, JPMorgan is forecasting 25bps hikes in both September and December. The shift follows hotter-than-expected August PPI and CPI inflation data. The continued US-Iran war is keeping oil prices elevated. At the time of writing, oil prices were 3% above $103 per barrel today. Meanwhile, the US Fed rate decision is followed by the Bank of England and Bank of Japan’s interest rate decisions. Goldman Sachs expects potential selling pressure on Bitcoin, Ethereum and XRP, as higher rates generally mean tighter financial conditions and a stronger dollar. CME FedWatch Tool now shows an almost 88% probability of a 25 bps rate hike this week, up from around 70% before the latest inflation prints. The narrative has moved from whether the Fed would hike rates at all to how large and persistent a new tightening cycle could become. Ad Ad Crypto Market Could Face Selling Pressure Meanwhile, the CLARITY Act is set for a Senate procedural vote on Tuesday. Bernstein said crypto markets currently have a bearish bias, leaving room for a rebound amid positive CLARITY Act news. President Trump agreed to ethics provision in new crypto bill text. Bernstein sees some Democrats supporting it to meet the 60-vote requirement. Bloomberg has reported that about 7 to 10 Democrats “sound like they want to ultimately pass a bill,” but public commitments remain limited. Bernstein predicts upside momentum in crypto assets such as Bitcoin, Ethereum and XRP as Democratic support could lift sentiment in the crypto market. However, a failed vote, especially if paired with hawkish Fed commentary, could trigger another crash in the crypto market and crypto-linked stocks. The derivatives market showed buying sentiment in the last few hours, as per CoinGlass data. At the time of writing, the total Bitcoin futures open interest jumped 2.78% to $52.80 in the past 24 hours. The 24-hour BTC futures OI is up more than 1.42% on CME and 2.22% on Binance. Polymarket data shows prediction market participants expect the Bitcoin price to reach $85,000 by December 31, 2026, with 67% ‘Yes’ bets.

President Donald Trump had been hearing the message loud and clear for weeks about the sweeping cryptocurrency bill being written in the Senate: to get it across the line, he would have to agree …

President Donald Trump had been hearing the message loud and clear for weeks about the sweeping cryptocurrency bill being written in the Senate: to get it across the line, he would have to agree to ethics provisions that apply to him, too. First, Trump agreed to a measure that would bar him and his wife from issuing the types of meme coins that they swiftly launched as he prepared to return to the White House for a second time. And then another concession came late Sunday, when Republicans said Trump consented to a tougher ethics proposal that several key senators had demanded. Now, a pivotal Senate vote on the cryptocurrency bill on Tuesday could mark a watershed moment for the $2.3 trillion market - but it hinges mainly on whether those sign-offs from Trump go far enough. That vote could determine whether Washington cements crypto legitimacy into law or whether a frustrated, deep-pocketed industry could unleash even more campaign cash in the midterm elections. "A vote against the Clarity Act isn't a principled stand against President Trump," Sen. Cynthia Lummis, R-Wyo., the lead author of the crypto bill, told The Associated Press. "It's a vote against implementing tough restrictions on politicians for crypto investments." Crypto bill's fate hangs on Trump-focused ethics fight The president has amassed significant amounts of crypto wealth while in office, complicating dynamics for senators drafting legislation to try to bring the fledgling digital assets industry into the mainstream. With that in mind, Lummis and Sen. Bernie Moreno, R-Ohio, went to the White House for a meeting in mid-July and told Trump that he would have to abide by conflict-of-interest restrictions to get key Democrats on board with the bill. The president agreed - with surprisingly little pushback, according to two people with knowledge of the Oval Office discussion, who spoke on condition of anonymity to describe the private talks. The language presented in that meeting by Lummis, a longtime crypto backer steeped in the intricacies of digital asset policy, and Moreno, a blockchain entrepreneur and luxury car dealer known for his persuasive sales pitch, would bar all federally elected officials and their spouses, as well as federal judges, from issuing digital assets. That would mean Trump would no longer be able to sponsor the type of meme coin he launched on the cusp of his second inauguration last January, nor would his wife, first lady Melania Trump, who also has a token. But Sen. Ruben Gallego, D-Ariz., and Sen. Thom Tillis, R-N.C., then presented an additional proposal to the White House that went further. It would require the president to put his crypto holdings in a blind trust, and divest when those holdings reach a certain value, according to two other people with direct knowledge of the language. They spoke on condition of anonymity to discuss private negotiations. It would also allow state attorneys general to step in and enforce the law in addition to the Justice Department - a critical provision for Democrats who say they would not be able to trust a Trump-appointed attorney general to enforce any conflict-of-interest provision against the president. That proposal could, in theory, force Trump to divest from ventures such as World Liberty Financial, the cryptocurrency venture that his sons launched in 2024. Trump reported more than $500 million in revenue from World Liberty Financial sales of crypto products, including "governance tokens," in his annual disclosure report filed with the Office of Government Ethics - a significant share of the more than $1.4 billion that the president reported from crypto businesses last year. White House warms to Democrats' ethics idea after initial skepticism In private, White House officials had raised concerns about giving state attorneys general the power to enforce the law, arguing that Democratic state lawyers could use it as a political weapon against the president and other GOP officials - and that it could be used by Republican attorneys general against elected Democrats, according to the two people familiar with the July Oval Office discussion. Still, Trump agreed to language that includes a "meaningful role" for state attorneys general to play in enforcing the crypto measure should it become law, according to a Sunday night statement from Lummis and Sens. John Boozman, R-Ark., and Tim Scott, R-S.C., the bill's main authors. A senior GOP aide, who briefed reporters on condition of anonymity, said the president had agreed to "about 80%" of the proposal from Tillis and Gallego, pointing mainly to the state attorneys general provision. An updated version of the bill released Sunday also includes a requirement to either divest or place in a blind trust any "significant" financial interest in an entity that issues cryptocurrencies. Gallego and Tillis, the senators who had pushed for additional measures, did not immediately comment on the development late Sunday. Trump also agreed to language that would allow state attorneys general to sue a crypto exchange if they list a digital asset that would be barred in the overall bill, according to the aide. Trump had been persuaded in part after a slew of conversations about the importance of passing the crypto measure, including with industry officials, the aide said. For Democrats, an enforcement mechanism involving state attorneys general had been a red line. "We need the state attorneys general to also have the power to prosecute if the Department of Justice refuses to," said Maryland Sen. Angela Alsobrooks, among the Democrats seen as vital swing votes on Tuesday. "I have been very clear about the fact that I will not vote for any legislation that does not cover ethics," she said. Presidents aren't always covered by federal ethics laws Presidents have often been exempt from federal conflict-of-interest laws, though some other modern presidents voluntarily put assets in blind trusts. While Cabinet officials subject to the laws can recuse themselves or divest holdings to address specific issues under their jurisdiction, it was seen as much more difficult for presidents who oversee the entire government to do the same. A measure enacted into law last year regulating stablecoins, a type of cryptocurrency, barred members of Congress and their families from profiting off them, but it did not extend to Trump or his family. "It is true that conflict-of-interest provisions do not commonly apply to the president because of their whole-of-government responsibilities," said Lisa Gilbert, co-president of the government watchdog group Public Citizen. "That said, we have seen such unprecedented corruption and conflict of interest from this administration and Trump in particular, that we need a different rubric." The White House has maintained that the president stays out of family business decisions administered by his sons. Trump is a relatively recent convert to crypto In his first term, the president said that he was "not a fan" of cryptocurrency, saying it was "highly volatile and based on thin air." But Trump has since become a convert, persuaded by his sons' interest in the business - and by its appeal to Black voters and younger voters, who could play a crucial role in close campaigns. Crypto has served as more than just a political boon for Trump. The $1.2 billion in Trump's crypto revenues also included more than $600 million from sales of souvenir-type "meme" coins stamped with his face through the crypto business CIC Digital LLC. Last May, the president hosted top investors in his $TRUMP meme coin for a dinner at his northern Virginia golf club, an example of how Trump was mixing his presidential duties with his business ventures despite the White House saying Trump attended the event "in his personal time.

Crude oil all time high predictions Shipping oil through key Middle Eastern waterways is becoming increasingly challenging and expensive, according to a recent Reuters report. This development is primarily driven by heightened security risks, …

Crude oil all time high predictions Shipping oil through key Middle Eastern waterways is becoming increasingly challenging and expensive, according to a recent Reuters report. This development is primarily driven by heightened security risks, rising insurance costs, and the need for longer rerouting of tanker vessels. Such conditions have pushed oil tanker rates to record highs, with VLCC rates from the Gulf of Oman to China reaching approximately $11.50 per barrel. The ongoing conflict in the Middle East further exacerbates these issues, significantly disrupting oil flows and escalating fuel prices. Advertisement The impact of these logistical challenges is reflected in the prediction markets, where the likelihood of crude oil reaching a new all-time high by the end of 2026 has shown notable changes. Markets appear to be responding to the potential for prolonged supply constraints and rising oil prices. The increased cost of shipping is seen as a key factor influencing these predictions, as market participants weigh the risks and implications on global oil supply and pricing. Key Takeaways Market activity suggests a higher likelihood of crude oil reaching a new all-time high by the end of the year, with current pricing indicating a 15% probability by December 31, up from 10% a week ago. Increased shipping difficulties and costs may indicate prolonged supply disruptions, which are consistent with scenarios where oil prices continue to rise. The ongoing Middle East conflict appears to be a significant factor influencing market sentiment, with potential implications for global oil supply and pricing stability. What to Watch Observers should monitor any further developments in the Middle East conflict, as these could impact oil supply routes and pricing. Key actors, such as OPEC and the IEA, may release statements or forecasts that could influence market pricing. Additionally, geopolitical events, such as peace agreements or escalations, could shift market probabilities significantly. As the September 30 deadline approaches, any changes in the logistical landscape of oil shipping could further affect market expectations. Get live prediction-market analysis, powered by Vera. Sign up for Vera.

King Charles III is set to host a significant meeting with leaders from major AI firms including Nvidia, Google DeepMind, OpenAI, and Anthropic. The gathering, taking place at Dumfries House in Ayrshire, Scotland, aims …

King Charles III is set to host a significant meeting with leaders from major AI firms including Nvidia, Google DeepMind, OpenAI, and Anthropic. The gathering, taking place at Dumfries House in Ayrshire, Scotland, aims to discuss the development and deployment of AI technologies for public benefit. This initiative, organized in collaboration with the Ditchley Foundation, will include both government and charitable participants, underscoring the importance of aligning AI advancements with societal needs. The meeting brings together key players from the AI ecosystem, highlighting the ongoing interest in steering AI development toward outcomes that benefit the broader public. Advertisement Key Takeaways The meeting appears to suggest a concerted effort to align AI development with public benefit goals, potentially influencing perceptions of leadership in AI innovation. Market pricing for Anthropic’s AI model by October 2026 has recently risen, which may indicate optimism about the company’s standing in the competitive AI landscape. Anthropic’s current 84% YES pricing for having the best AI model by October 2026 suggests increasing confidence among market participants, possibly influenced by this convening of AI leaders. What to Watch Market participants will be closely observing any outcomes or declarations from the meeting, which could impact the perceived leadership in AI innovation. Attention will be on any collaborations or strategic directions announced by these AI firms following the discussions. Additionally, shifts in market pricing for AI model benchmarks could reflect changes in sentiment regarding which firm is poised to lead in AI development. Get live prediction-market analysis, powered by Vera. Sign up for Vera.

TOKYO, Sept 14 : Japan saw inflation spike due to rising import costs and currency shocks, suggesting such price reactions needed to factor into monetary policy considerations, a central bank official was quoted as …

TOKYO, Sept 14 : Japan saw inflation spike due to rising import costs and currency shocks, suggesting such price reactions needed to factor into monetary policy considerations, a central bank official was quoted as saying in conference notes released on Monday. The remark, made at a Bank of Japan-hosted conference on monetary policy in May, highlighted the central bank's alarm over persistent inflation risks that could prod it to hike interest rates steadily. The BOJ raised interest rates to a 31-year high of 1 per cent in June. It is set to hike rates again this week, sources have told Reuters, aligning with other central banks hiking or eyeing rate increases amid mounting inflation risks. Central banks typically raise interest rates to cool demand-driven inflation. But the COVID-19 pandemic, Russia's invasion of Ukraine, higher U.S. tariffs and the Middle East conflict have all put the focus on supply-side inflation. In a panel discussion on how central banks should deal with supply shocks, BOJ Executive Director Koji Nakamura asked whether the recent shocks might have become more systematic and reinforced by income and wealth polarisation, populism, geopolitical risk and climate change, the summary showed. "While the basic idea is to look through supply shocks, frequent shocks should not be treated as transitory because they can lift underlying inflation and inflation expectations," said Nakamura, who oversees the BOJ's division in charge of monetary policy drafting. "Japan had observed non-linear reactions of domestic prices to external shocks, with consumer prices rising sharply in response to both import price and exchange rate shocks," Nakamura was quoted as saying. "Such non-linearities must be taken into account in the conduct of monetary policy." Japan also faced a "slow-moving demographic shock" with a shrinking labour pool lifting wages, a structural factor that cannot be dismissed as temporary, Nakamura said. Central banks need to combine data with anecdotal analysis to better capture changing behaviour of households and firms, and how that could affect inflation expectations, he added. After exiting a decade-long stimulus programme in 2024, the BOJ has vowed to keep raising rates as a tight job market, rising import costs from a weak yen and higher fuel costs from the Middle East conflict heighten risk of inflation overshooting its 2 per cent target.

A week of heavy redemptions reversed nearly half the previous week's inflows as rate hike expectations surged to 87% US spot Bitcoin ETFs just had their worst week in months, shedding roughly $462.7 million …

A week of heavy redemptions reversed nearly half the previous week's inflows as rate hike expectations surged to 87% US spot Bitcoin ETFs just had their worst week in months, shedding roughly $462.7 million in net outflows between September 8 and 11. The reversal is especially jarring given that the previous week saw nearly $987 million flow in the opposite direction, including a single-day haul of about $730.9 million on September 3. Markets are now pricing in an approximately 87% chance of a 25-basis-point rate hike at the September 16 FOMC meeting, and institutional investors appear to be pulling back from risk assets accordingly. Gloria Wall Street's edge, now anyone's — Gloria Finance is your agentic-AI investment research terminal. Get the edge → Advertisement Where the money went September 10 was the ugliest day of the bunch, with $282.6 million leaving spot Bitcoin ETFs in a single session. ARK 21Shares’ ARKB bore the brunt of it, accounting for roughly $164.3 million of that daily exodus. Grayscale’s GBTC, BlackRock’s IBIT, and Fidelity’s FBTC rounded out the list of products seeing meaningful redemptions. Bitcoin’s price reflected the mood, sliding from approximately $77,362 to about $76,816 over the same stretch. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. The Fed factor An 87% implied probability of a rate hike is about as close to a foregone conclusion as markets get without the Fed explicitly telegraphing the move. Higher rates tend to strengthen the dollar and raise the opportunity cost of holding non-yielding assets like Bitcoin. Treasury yields have climbed in tandem with these expectations, creating additional pressure on risk assets across the board. The bigger picture still looks solid Cumulative net inflows into these products since their January 2024 launch have surpassed $55 billion. Total assets under management across the category sit somewhere between $97 billion and $148 billion, depending on which tracker you consult. A single week of $462 million in outflows, while notable, represents less than 1% of total AUM even on the conservative end of estimates.

Crude oil all time high predictions The recent surge in oil prices has sparked a debate in the UK over potential interest rate adjustments. Rising oil prices, which have exceeded $100 a barrel, are …

Crude oil all time high predictions The recent surge in oil prices has sparked a debate in the UK over potential interest rate adjustments. Rising oil prices, which have exceeded $100 a barrel, are influencing inflation expectations and financial conditions in the UK. The Bank of England’s current Bank Rate is 3.75%, and despite the inflation rate being above its 2% target, economists had previously anticipated rates to remain unchanged in the upcoming decision on September 17. However, the oil price increase has led to some speculation about a possible rate hike. UK government bond yields have also risen, reflecting concerns over tighter financial conditions and inflationary pressures. Advertisement Key Takeaways The oil price surge appears to have prompted discussions over potential rate hikes in the UK, with market participants speculating about changes to the Bank of England’s current stance. Recent movements in UK government bond yields suggest heightened concerns over inflation, which could influence the Bank of England’s decision-making process. Market pricing implies increased consideration of a Bank of England rate hike, although the consensus among economists remains that rates may stay unchanged. What to Watch Market participants will closely monitor the Bank of England’s upcoming decision on September 17 for any indications regarding interest rate adjustments. Developments in global oil markets, particularly any further price increases or geopolitical tensions, could influence the likelihood of crude oil reaching new all-time highs, as suggested by current market odds. Additionally, changes in UK inflation data and government bond yields will be key indicators to watch in assessing the Bank of England’s future policy directions. Get live prediction-market analysis, powered by Vera. Sign up for Vera.