Thursday Afternoon Links

[CNBC] S&P, Dow futures are higher after indexes notch record closes: Live updates 

[Reuters] Gold climbs to over one-month high after Fed rate cut; silver hits record high

[Yahoo/Bloomberg] Oracle Slides by Most Since January on Mounting AI Spending

[Yahoo/Bloomberg] Oracle’s Credit Risk Hits Highest Since 2009 on Earnings

[Reuters] Five debt hotspots in the AI data centre boom

[Yahoo/Bloomberg] Trump Administration Plans to Boost Tax Break for Corporations

[Axios] Senate rejects rival Obamacare bills

[Yahoo/Reuters] Trump thinks more should be done to lower interest rates, White House says

[Yahoo/Bloomberg] Trump’s Warner Bros. Meddling Pushes Limits of Executive Power

[CNBC] Home prices go negative for the first time in over 2 years — and may stay that way for a while

[CNN] With Fed rate cuts behind us, AI and bonds are now on Wall Street’s mind

[Reuters] Exclusive: US preparing to seize more tankers off Venezuela's coast after first ship taken, sources say

[Axios] NATO chief: "Putin is in the empire-building business again"

[Politico] Don’t meddle in European democracy, von der Leyen tells Trump

[Politico] NATO’s Rutte says Europe must prepare for ‘scale of war our grandparents’ endured

[Bloomberg] Bessent Emphasizes Economic Growth in Bid to Ease Regulation

[Bloomberg] JPMorgan, Barclays See Fed Grabbing Major Chunk of Bill Issuance

[Bloomberg] Trump ‘Extremely Frustrated’ Over Ukraine Delays, Leavitt Says

[Bloomberg] Record Washington State Floods Spur Evacuation Order for 100,000

[Bloomberg] Only 0.02% of Stock Bids Is Awarded in China IPO Market Frenzy

[NYT] Bessent Accelerates Regulation Overhaul to Jumpstart Growth

[FT] US healthcare costs poised to leap as senators fail to reach deal

[FT] Federal Reserve reappoints regional chiefs in move that allays fears of challenge by Trump allies

[FT] Get ready for a spectacular IPO boom from the big beasts of Silicon Valley