Good morning, you're listening to Markets Desk.
Kevin Warsh walked a razor's edge Wednesday, and markets made him pay for it initially. His remarks read hawkish enough to drag the S&P to its lowest close since July, but by Thursday morning traders had shaken it off, with the Nasdaq surging over four hundred points and the S&P recovering solidly — a reminder that one tough session rarely writes the final chapter.
Shifting to the AI space, Anthropic disclosed that its Claude model is now leading more than a quarter of the company's own research and development work — up from just one percent back in March. Humans remain in a supervisory role, but that trajectory is steep, and Anthropic says tracking these metrics could help signal how close AI is to genuinely self-improving. That is not a footnote — that is a structural shift in how frontier labs operate.
And on the defense technology front, the Financial Times is pressing the case that Western militaries are dangerously behind Ukraine in integrating AI into actual combat operations. Ukraine's battlefield innovations have moved faster than NATO doctrine, and the argument is blunt — the terms of modern conflict have changed permanently, and catching up will require urgency that bureaucracies rarely produce.
That's the tape. Markets Desk, signing off the floor.
