Treasury Yields Edge Lower as Iran Peace Deal Optimism Tempers Geopolitical Concerns Microsoft and Anthropic in Advanced Talks for Custom AI Chip Supply Deal US April Payrolls Jump More Than Expected but Underlying Weaknesses Emerge Kazatomprom Reports 17 Production Surge in Q3 Bolstering Uranium Supply Outlook Alibaba Unveils Enhanced Zhenwu AI Processor and NextGeneration Large Language Model Ferrari Shares Slide After Luxury Carmaker Unveils First Fully Electric Vehicle SpaceX S1 Reveals AI Infrastructure Economics 27M Per Megawatt Build Cost 15B Anthropic Contract