Wednesday Evening Links

[CNBC] Stock futures higher as Nvidia’s strong forecast reignites the AI trade: Live updates

[Yahoo Finance] Nvidia stock soars after Q3 earnings, forecasts top estimates with sales for AI chips 'off the charts'

[CNBC] Nvidia says there’s ‘no assurance’ of final agreement with OpenAI despite $100 billion pact

[AP] Fed minutes: Most officials supported more rate cuts but not necessarily in December

[Axios] Trump on Fed Chair Powell: "I'd love to fire his ass"

[AP] Trump urges Treasury Secretary Bessent to take Federal Reserve job

[Yahoo/Bloomberg] Trump Plans to Unveil ‘Genesis Mission’ to Boost AI Development

[CNBC] The September jobs report is finally coming out Thursday. Here’s what it is expected to show

[Bloomberg] BlackRock Private Credit CLO Fails Key Tests as Bad Loans Mount

[Bloomberg] BDCs Face Rising Credit-Quality Pressure Into 2026, Fitch Says

[Bloomberg] AI Stock Gains Boost California Revenue by $11 Billion

[Bloomberg] Brazil Bank Collapse Spells Turmoil for Firms Holding Its Debt

Wednesday Afternoon Links

[CNBC] S&P 500 rises as Wall Street awaits Nvidia earnings: Live updates

[AP] U.S. trade deficit drops 24% in August as Trump’s tariffs reduce imports

[Yahoo/Reuters] Easing regulations could lead to smaller Fed balance sheet, Miran says

[Reuters] Fed's Miran calls for exempting Treasuries from bank leverage rule

[Bloomberg] Bitcoin Daredevils Leave Market on Edge as Levered Bets Misfire

[Bloomberg] Market Stress to Divide Private Credit Firms, Fortress Says

[Bloomberg] What Is Hybrid Warfare? How Is Russia Employing It?

[WSJ] In One of San Francisco’s Priciest ZIPs, Buyers Are Moving Fast and Paying Cash

[FT] Blue Owl calls off merger of private credit funds