AGI: Closer Than We Thought?
A leaked memo from a major tech lab suggests that Artificial General Intelligence (AGI) internal benchmarks have been met. This has triggered a massive repricing of AI assets, as the market scrambles to value the potential of truly autonomous systems.
The "Singularity Premium"
Stocks with exposure to proprietary foundation models are trading at significant premiums. The race is no longer just about chatbots, but about agents that can perform complex, multi-step economic labor.
Regulatory Headwinds
Governments are scrambling to catch up. Expect strict safety frameworks to be proposed in the EU and US this quarter, which could create volatility for smaller players unable to bear compliance costs.