Thursday Evening Links

[CNBC] Stock futures are little changed as AI trade drives market to fresh highs, shutdown grinds on: Live updates

[AP] Trump says US is in ‘armed conflict’ with drug cartels after ordering strikes in the Caribbean

[Axios] Trump embraces Project 2025 after disavowing it during 2024 campaign

[Yahoo/Bloomberg] Applied Materials Warns of Sales Hit From Latest Curbs on China

[AP] Putin praises Trump but warns supplies of US long-range missiles to Ukraine will badly hurt ties

[Bloomberg] The First Brands Disaster Began With Business as Usual

[Bloomberg] First Brands’ Fallout Exposes Risks of Lending Private Credit

[Bloomberg] Brazil and China Team Up to Create New Investment Fund

[WSJ] Nine Colleges in Hot Seat as Trump’s Sweeping ‘Compact’ Sparks Sharp Reactions

[FT] Utah-based leasing giant challenges First Brands rescue loan