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

Monday Evening Links

[CNBC] Stock futures are down slightly after AI stocks start November off strong: Live updates

[Axios] House Dems and GOP float compromise plan to end shutdown

[Reuters] Loan demand from US mid- and large firms improves, Fed survey shows

[Yahoo/Reuters] Divided Fed policymakers stake out positions ahead of December meeting

[Yahoo/Reuters] Fed's Cook says she will serve American public despite efforts to fire her

[Yahoo/Bloomberg] Alphabet Sells $25 Billion of Corporate Bonds in US, Europe

[Reuters] Exclusive: Trump ousts watchdog of US housing regulator involved in mortgage probes of his foes, sources say

[Bloomberg] Cryptocurrencies Slump as October Liquidations Repel Buyers

[WSJ] The Tariff King and the Supreme Court

[WSJ] Trump’s New World Order

[FT] OpenAI strikes $38bn computing deal with Amazon

[FT] The State of AI: is China about to win the race?

[FT] US-China escalation is here to stay

Monday Afternoon Links

[CNBC] S&P 500 rises to start November, pushed higher by Amazon and other AI leaders: Live updates 

[Yahoo/Bloomberg] Trump Administration Says Food Aid Will Be Partially Funded

[Yahoo Finance] Fed's Goolsbee, Cook, Daly join growing chorus of officials undecided on December rate cut

[Yahoo/Reuters] Fed's Miran says policy too restrictive, Goolsbee says he's focused on inflation

[Yahoo/Business Insider] Sam Altman shuts down question about how OpenAI can commit to spending $1.4 trillion while earning billions: 'Enough'

[Yahoo/Bloomberg] US Manufacturing Shrinks for Eighth Month on Sluggish Demand

[WSJ] Trump Officials Torpedoed Nvidia’s Push to Export AI Chips to China

[WSJ] Embattled Fed Governor Lisa Cook Voices Support for Recent Rate Cut