Credit Bubble Bulletin

- Chronicling History's Greatest Financial Bubble

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Tuesday, February 3, 2026

Tuesday Evening Links

[CNBC] S&P 500 futures are little changed after tech selloff drags down major averages: Live updates 

[CNBC] Private credit stocks plummet on concern about exposure to software industry disrupted by AI

[MSN/WSJ] Threat of new AI tools wipes $300 billion of software and data stocks

[Politico] Trump signs $1.2 trillion funding bill to end shutdown and fund DHS for 2 weeks

[AP] The wealthy ramp up spending while other Americans tread water, new study finds

[CNBC] Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other

[Bloomberg] Blue Owl, Ares Lead Private Market Firms Bashed by Software Risk

[Bloomberg] Michael Burry Warns of Cascading Effects From Bitcoin Plunge

[Bloomberg] Xi’s Military Purge Might Be Dangerous for the US

[WSJ] Home Builders Turn to White House for Help on Inventory Glut

[WSJ] Vladimir Putin Isn’t Winning in Ukraine

[FT] Kevin Warsh faces Senate battle as lawmakers object to Donald Trump’s attacks on Federal Reserve

at 2/03/2026 03:12:00 PM
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