Thursday's News Links

[Yahoo/Bloomberg] US Chipmakers Set to Bounce as TSMC Result Cheers: Markets Wrap

[Yahoo/Bloomberg] Oil Holds Advance After US Crude Stockpiles Post Another Drop

[Yahoo/Bloomberg] Emerging-Market Stocks Have Longest Selloff in Year on Tech Rout

[Reuters] Morning Bid: TSMC steadies the chips, ECB and Netflix eyed

[Reuters] Tech stocks wobble on deepening Sino-US chip war

[AP] More Americans apply for jobless benefits as layoffs settle at higher levels in recent weeks

[AP] European Central Bank leaves key interest rate at 3.75%, waits for signs inflation is under control

[Yahoo/Bloomberg] Hottest Macro Short at Risk as Rate Bets Finally Favor the Yen

[Yahoo/Bloomberg] Xi’s Big Economic Meeting Shows Party Bracing for Slower Growth

[CNBC] What would a second Trump presidency mean for China? Goldman Sachs weighs in

[Reuters] BOJ wants to maintain accommodative monetary environment, Jiji reports

[AP] Uncertainty is the winner and incumbents the losers so far in a year of high-stakes global elections

[Reuters] How Iran's Khamenei elevated a little-known moderate to the presidency

[WSJ] China’s Leaders Point to Economic Threats but Show No Sign of Changing Tack

[FT] Investors revive ‘Trump trade’ in bet on US bonds

[FT] China’s leaders warn of economic risks and call for stronger social controls

[FT] Can the returns from Big Tech’s staggering capex live up to the hype?

[FT] France’s hung parliament faces first test with president vote

[FT] The bear case for AI