Lukasz Klenner

Today's Summary Squawk! Three threads dominate this morning. First, the Anthropic-Trump feud has materially escalated overnight: Anthropic

Today's Summary Squawk! Three threads dominate today. First, the CGT carve-out for startups has moved from political

Today's Summary Squawk! Three threads dominate today. First, the CGT carve-out for startups is moving from political

Today's Summary Squawk! Three threads define today. First, AI is failing in professional settings in ways that can

Today's Summary Squawk! Two supply chain security stories today belong in the same sentence. Microsoft's NPM

Today's Summary Squawk! The AI capital markets story is moving quickly. SpaceX is days away from listing at

Today's Summary Squawk! Australia is getting squeezed from three directions at once. The US has imposed 12.5%

Today's Summary Squawk! Two stories cut through today, and both are about trust in institutions. First: Anthropic has

Today's Summary Squawk! Three stories dominate today's strategic picture. AUKUS just got materially messier: Richard Marles

Today's Summary Squawk! The two biggest capital stories today are Alphabet raising $80 billion in equity to fund

Today's Summary Squawk! Three distinct pressure fronts are converging on Australian energy and trade strategy simultaneously. Labor'

Today's Summary Squawk! Two stories today materially change the AI competitive landscape. Anthropic has closed a $65 billion

Today's Summary Squawk! Two structural AI stories dominated today. First, the FT published a detailed analysis of how

Today's Summary Squawk! Three structural stories matter today. Telstra has reunited its IT and networks functions under a

Today's Summary Squawk! The dominant signal today is the narrowing gap on a US-Iran deal. LNG tankers

Today's Summary Squawk! The biggest structural story this week is the US government taking a $2 billion equity

Today's Summary Squawk! Three stories dominate today's strategic picture. First, WiseTech has begun executing its 30%

Today's Summary Squawk! Three structural shifts are taking shape at once. Nvidia's Q1 numbers came in