Monday Afternoon Links

[AP] US stocks drift at the start of a week full of economic updates

[Yahoo/Reuters] Bridgewater warns Big Tech's reliance on external capital to fund AI boom is 'dangerous'

[Yahoo Finance] Fed's Williams sees rates as modestly restrictive, expects economy to pick up steam in 2026

[Reuters] US tells Ukraine it must withdraw from Donetsk region for peace deal, says person familiar with talks

[Reuters] Vast majority of Ukrainians reject major peace concessions, poll finds

[Reuters] Venezuela's PDVSA says it is a victim of cyber attack, blames U.S.

[Bloomberg] Fed’s Collins Says Cut Was Close Call, Balance of Risks Shifted

[Bloomberg] US Homebuilder Sentiment Edges Up With Help From Incentives

[FT] Fed decisions distorted by ‘phantom inflation’, says Stephen Miran

[FT] Ukraine claims strike on Russian submarine with underwater drones