Lukasz Klenner

Today's Summary Squawk! Markets are repricing the AI story this week, and it is not a clean correction.

Today's Summary Squawk! The Hormuz situation has entered a new phase. Oil traders are now warning that the

Today's Summary Squawk! The big domestic story today is Albanese's AI governance announcement: a new Office

Today's Summary Squawk! The Hormuz situation has materially escalated overnight. Trump has reinstated the naval blockade on Iran,

Today's Summary Squawk! Three stories matter this Monday. CBA is cutting 176 technology and engineering roles while simultaneously

Today's Summary Squawk! Markets are calmer this morning after oil pulled back from its post-ceasefire-collapse spike,

Today's Summary Squawk! Trump has declared the Iran ceasefire 'over' at the NATO summit in Ankara,

Today's Summary Squawk! The Hormuz situation just got materially worse overnight and the ASX will feel it. Three

Today's Summary Squawk! China's long-range missile test in the South Pacific is the most strategically

Today's Summary Squawk! The dominant thread today is Iran — Khamenei's funeral is a six-day political

Today's Summary Squawk! Three stories dominate today and they're connected. The US jobs report came in

Today's Summary Squawk! Two stories dominate today and they connect directly. Anthropic has launched Claude Science — a domain-

Today's Summary Squawk! Today is the first day of the new financial year and Australian businesses are already

Today's Summary Squawk! The dominant signal today is the collision between AI infrastructure exuberance and financial reality. Alphabet

Today's Summary Squawk! The AI investment narrative is cracking at both ends. The BIS is now warning publicly

Today's Summary Squawk! Three threads dominate the picture today. Anthropic has accused Alibaba of the largest model distillation

Today's Summary Squawk! The two biggest stories today sit at the intersection of AI capability and national security,

Today's Summary Squawk! The big domestic story today is the CGT legislation clearing the Senate after the Greens