This illustrated photo shows the Anthropic logo on the smartphone and the Claude Mythos logo in the background.
Sopa Images | Light Rocket | Getty Images
Hello, my name is Leonie Kidd and I’m from London. Welcome to today’s Daily Open Newsletter.
It’s only the first day of the second half of the year, but there are already a number of noteworthy developments for investors.
“Foreigners” will breathe a collective sigh of relief when Anthropic is given the green light to deploy its latest AI model, but President Donald Trump’s new financial disclosures will likely raise eyebrows.
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What you need to know today
The US Department of Commerce has lifted export restrictions on Anthropic, allowing the AI giant to grant “foreign nationals” access to its Claude Fable 5 and Mythos 5 models.
“We would like to thank our users for their patience and everyone who helped us redeploy the model,” Anthropic said in a post on X.
Back in mid-June, the Trump administration ordered Anthropic to suspend access to “all foreign nationals, whether in the United States or abroad, including Anthropic’s foreign national employees,” raising new concerns about AI sovereignty and protectionism.
What do stablecoins, NVIDIA, gold bars, World Cup tickets, and $250,000 worth of statues have in common? All of them are listed in President Trump’s latest financial disclosure for 2025, released in a 927-page document on Tuesday. Although the report shows that cryptocurrency-related revenue is over $580 million, apple, microsoft and Nvidia became one of the largest individual stock transactions to be disclosed. The full report can be found here.
In a new update from Iran, Parliament Speaker and Chief Negotiator Mohammad Bagher Ghalibaf said the country was selling oil at a 20% premium over pre-war oil prices. This comes as Tehran claims to have exported more than 40 million barrels of oil since the US naval blockade was lifted and the Strait of Hormuz reopened.
Brent posted its biggest monthly decline since March 2020, falling more than 20% in June.
It was an important week for central banks, with the ECB Forum held in Sintra, Portugal. Bank of England Governor Andrew Bailey told CNBC at an event that the inflationary impact of the Iran war was not as strong as expected and that he was satisfied with the current level of interest rates. Meanwhile, Cleveland Fed President Beth Hammack said “insatiable” demand for AI could accelerate inflation.
Later today, Federal Reserve Chairman Kevin Warsh will join a panel moderated by CNBC’s Sarah Eisen to make his first public comments since the Fed’s announcement. Tune in today at 9am ET.
— Leonie Kidd
