Monday, November 3, 2025

Tuesday's News Links

[CNBC] S&P 500 slides 1% on Palantir decline, rising concerns about AI stock valuations: Live updates

[Yahoo Finance] Bitcoin Slips Below $104K as Crypto Market Extends Losses

[Bloomberg] Bitcoin Falls to Lowest Since June as Risk-Off Mood Hits Crypto

[Yahoo/Bloomberg] Oil Tumbles Along With Equities as Market Weighs Glut Outlook

[Reuters] Asia stocks retreat from record highs on profit taking; US dollar gains

[Reuters] US government shutdown ties record, as congressional inaction takes toll

[Reuters] Goldman, Morgan Stanley CEOs warn of pullback in global equity markets

[The Hill] 5 things to watch as Supreme Court considers Trump’s tariffs

[Politico] What if Trump’s tariffs are illegal? It’s everybody’s problem.

[Reuters] Japan's factory activity falls at fastest pace in 19 months, PMI shows

[Reuters] Ukraine attacks petrochemical plant in Bashkortostan with drones, Russia says

[Bloomberg] The Fed’s Wait-and-See Approach to AI Can’t Last

[Bloomberg] First Brands Owner Wants Examiner to Expand Probe to Funders

[Bloomberg] Losses From Car Loan Fraud Soars Above Other Debt: Study

[Bloomberg] Why ‘Payment-In-Kind’ Debt Is So Appealing — and Risky

[Bloomberg] China Urges US to Avoid ‘Red Lines’ After Reaching Trade Truce

[Bloomberg] Amazon Says Berkshire Utility Failing to Power Data Centers

[Bloomberg] New World, Vanke Debt Moves Shake Up China’s Property Sector

[Bloomberg] South Korea’s Lee Puts AI Center Stage in First Budget Speech

[NYT] China Started Separating Its Economy From the West Years Ago

[WSJ] Wall Street Intensifies Scrutiny of Fraud After Spate of Loan Losses

[WSJ] First Brands’ New Management Accuses Founder Patrick James of Fraud

[WSJ] What Happened When Small-Town America Became Data-Center, U.S.A.

[FT] UBS chair warns of ‘looming systemic risk’ from private credit ratings

[FT] Apollo shrugs off rate fears with surge in private credit loans

[FT] How many ‘bragawatts’ have the hyperscalers announced so far?

[FT] Private equity investor body sounds alarm over rush of retail money

[FT] China offers tech giants cheap power to boost domestic AI chips