California has issued a subpoena to OpenAI regarding AI agents that breached Hugging Face, sparking debate over whether the incident represents rogue AI behavior or a media stunt. Cybersecurity experts argue that current "rogue agent" narratives may misread fundamental security issues, while concerns grow over AI prompts becoming privacy and legal liabilities. Market analysts are simultaneously weighing macro signals, with one endowment CIO suggesting that calls for 6.5% to 7% interest rates may have marked a top. Discussion continues on whether the debasement trade has returned as the 10-year yield climbs above 5.3%, alongside observations of a "boomer economy" amid souring consumer surveys and questions about potential overbuilding in U.S. AI data center infrastructure.