Thursday's News Links

[CNBC] S&P 500 is little changed as traders weigh Nvidia and Salesforce earnings: Live updates

[Yahoo/Bloomberg] Oil Retreats as Oman Describes US-Iran Talks as Positive

[Yahoo/Reuters] Yen recovers against dollar with BOJ policy in view

[Axios] U.S.-Iran nuclear negotiators meet for 3 hours with Trump decision looming

[AP] US filings for jobless aid rise modestly to 212,000 as layoffs remain at historically healthy levels

[Axios] Scoop: Pentagon takes first step toward blacklisting Anthropic

[Axios] Even the CEOs are worried about AI now

[Reuters] Exclusive: Rare earth shortages worsen in US aerospace, chips despite trade truce, sources say

[Yahoo/Reuters] Insight: How China is masking drone flights in potential Taiwan rehearsal

[Yahoo/Bloomberg] Bitcoin Miner Tied to Trump Family Pummeled by Crypto Crash

[Bloomberg] Blackstone Private Credit Fund Markets Bond Amid Software Tumult

[Bloomberg] Insurers See Themselves Shielded From Private Credit Worries

[Bloomberg] China Ousts Nine Military Lawmakers as Xi’s Defense Purge Widens

[NYT] New A.C.A. Plans Could Increase Family Deductibles to $31,000

[WSJ] U.S. Brings Tough Demands to Iran Nuclear Talks

[WSJ] Why Nvidia’s Huge Numbers Don’t Settle the Latest AI Fears

[WSJ] The $1.6 Trillion Meltdown That Swept Through Software Stocks

[WSJ] Bank of Japan’s Most Hawkish Member Says Rate Hike Needed Soon

[FT] How Blue Owl’s battles sparked a chill for private credit

[FT] Private credit group Blue Owl battles to emerge from its cold winter

[FT] Tech groups turn to more chip-backed loans to fund AI arms race

[FT] More than 900 companies sue US over Donald Trump’s tariff regime

[FT] US and Iran hold fresh nuclear talks after Marco Rubio warning

[FT] What is AI ‘distillation’?