Monday Evening Links

[CNBC] Stock futures tick higher after major indexes sell off on anxiety over AI disruption, tariffs: Live updates

[Yahoo/Bloomberg] Gold Rises as Trump Tariff Defeat Throws Trade Deals Into Doubt

[Yahoo/Bloomberg] IBM Sinks Most Since 2000 as Anthropic Touts Cobol Tool

[Yahoo/Bloomberg] Blue Owl Anxiety Rattles $1.8 Trillion Private Credit Market

[Reuters] Focus: Software companies face higher borrowing costs, tougher scrutiny as AI threatens businesses

[Reuters] Trump considers new national security tariffs after Supreme Court ruling, WSJ reports

[Yahoo/Bloomberg] EU Warns That Trump’s New Tariff Policy Breaks Trade Agreement

[Bloomberg] Option Traders Pile Into Bets Against Software-Exposed Loan ETF

[Bloomberg] Wall Street Analysts Mount Rescue Operation for Slumping US IPOs

[CNBC] Trading volumes have surged in leveraged funds, options since the pandemic, data shows

[Yahoo/Bloomberg] Black Swan’s Taleb Warns on Software Bankruptcies, More Volatility

[CNBC] Countries are barring teens from social media—could the U.S. be next? One expert thinks it’s ‘inevitable’

[NYT] Trump Administration Scrambles to Pick Up the Pieces of Broken Tariffs

[WSJ] The Unending Trump Tariff Mess

[WSJ] Viral Doomsday Report Lays Bare Wall Street’s Deep Anxiety About AI Future

[WSJ] First Brands Lays Off Employees as Buyer Interest Fades

[FT] What the leveraged loan market can tell us about the software sell-off