Monday, February 2, 2026

Tuesday's News Links

[CNBC] S&P 500 gains as Palantir shares soar, gold and silver trade recovers: Live updates

[Yahoo/Bloomberg] Gold Rallies With Silver as Historic Rout Lures Back Dip Buyers

[Yahoo/Bloomberg] Copper Rebounds as China Industry Group Calls for Stockpiling

[Yahoo/Bloomberg] ‘Get Me Out’: Traders Dump Software Stocks as AI Fears Erupt

[Reuters] Trump-backed deal to end shutdown faces tight House vote

[AP] Trump urges House to vote quickly to end the partial government shutdown

[AP] Seeking shelter from Trump’s fury, US trade partners reach deals with each other

[CNBC] Australia raises rates for first time since late 2023 as inflation hits six-quarter high

[CNBC] Ray Dalio warns the world is ‘on the brink’ of a capital war

[Yahoo/Reuters] Power grid delays challenge Amazon's data center expansion in Europe

[Axios] Exclusive: Chinese hackers impersonate U.S. policy briefings in phishing lures

[Politico] Europe begins its slow retreat from US dependence

[Bloomberg] Real Fears Lurk Behind the Dollar 'Debasement Trade’

[Bloomberg] Japan Bond Auction Sees Drop in Demand on Caution Into Election

[NYT] The Global Economy’s Warning Signals Are Broken

[WSJ] What Oracle Has to Lose From OpenAI and Nvidia’s Rocky Relationship

[WSJ] Fed’s Barkin Says We Have Been Bringing Rates Back Down Toward Neutral Levels

[WSJ] Trump Says He Will Sue Harvard for $1 Billion

[WSJ] Taiwan Doubles Down on U.S. Partnership, Even as America’s Alliances Fray

[FT] The political cost of America’s surging electricity bills

[FT] The real European financial threat to America

[FT] Australian central bank reverses course with interest rate increase

[FT] Inside Trump’s $550bn ‘shakedown’ of Japan Inc

[FT] Global investors need to go on Japan watch right now

[FT] Russia hits Ukraine energy sites as Trump truce unravels