Sunday, November 23, 2025

Monday's News Links

[CNBC] S&P 500 rises as market attempts rebound on holiday-shortened week: Live updates

[Yahoo/Bloomberg] Big Tech’s AI Debt Wave Is Threatening to Swamp Credit Markets

[Reuters] Record US Black Friday crowds to find fewer bargains amid high prices

[Yahoo/Reuters] Fed's Waller: December cut is appropriate, but action in January more uncertain given coming data

[Axios] Big-name AI founders could hit a wall

[Yahoo/Bloomberg] Bessent Says Health-Care Announcement Coming This Week

[Axios] U.S., Ukraine say they made "meaningful progress" on Trump's peace plan

[Axios] How Trump's 28-point plan for Ukraine shocked the world

[Axios] Airlines cancel flights to Venezuela after FAA warning on military activity

[Bloomberg] Blue Owl Is the Sum of All Investor Fears

[Bloomberg] Amazon Data Center Tally Tops 900 Amid AI Frenzy, Documents Show

[Bloomberg] SPAC Stocks Are Back in Risky Financial ‘Turducken’

[Bloomberg] Why China Can’t Sort Out Its Property Market Mess

[Bloomberg] China Uses Japan Spat to Pressure World to Pick Sides on Taiwan

[NYT] Why Crypto’s Slide Is Rattling Wall Street

[NYT] Why Europe and the U.S. Are Still Haggling on Trade

[NYT] Trade Chaos Causes Businesses to Rethink Their Relationship With the U.S.

[WSJ] AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center

[WSJ] How the U.S. Economy Became Hooked on AI Spending

[WSJ] White House Hails Progress on Ukraine Talks, But Zelensky Is Cautious

[WSJ] Japan’s New Leader Infuriated Beijing. She Isn’t Backing Down.

[FT] What big bond investors want from the UK Budget

[FT] Global fund groups to reach $200tn in assets by 2030, PwC says