Tuesday, February 3, 2026

Wednesday's News Links

[CNBC] Global software stocks extend losses amid fears over AI-led disruption

[CNBC] S&P 500 is little changed amid lingering tech pressure, weak jobs data: Live updates

[Yahoo/Bloomberg] Software Stocks Slide Again as AI Threats Rattle Investors

[Yahoo/Bloomberg] Gold Rebounds Above $5,000 as Historic Retreat Tempts Dip Buyers

[CNBC] Private payrolls rose by just 22,000 in January, far short of expectations, ADP says

[CNBC] Rough winter weather hits homebuyers, tanking mortgage demand

[CNBC] Fed pick: Tillis doubles down on Warsh blockade over concerns about Fed independence

[Reuters] US Treasury announces $125 billion refunding, keeps auction sizes unchanged

[Yahoo/Reuters] Nvidia AI chip sales to China stalled by US security review, FT reports

[Yahoo/Bloomberg] Wall Street’s Rotation Into Value Has a Dot-Com Warning to It

[Reuters] New arms race looms as clock ticks down on last Russia-US nuclear treaty

[Bloomberg] Nvidia’s Doubts About OpenAI Are a Warning for Microsoft

[Bloomberg] China’s Services Activity Picks Up in Sign of Economic Momentum

[NYT] Why A.I. Fears Are Battering Stocks, Again

[NYT] Once the Hottest Bet on Wall St., Private Credit Has Started to Crack

[WSJ] AI Threatens a Wall Street Cash Cow: Financial and Legal Data

[WSJ] America’s Critical-Minerals Strategy Looks Increasingly Chinese

[WSJ] Iran Plays Hardball With the U.S. to Throw It Off Balance

[FT] Nvidia AI chip sales to China stalled by US security review

[FT] Banks seek out new buyers for Oracle data centre loans

[FT] The Treasury market is treading in dangerous waters

[FT] Reading the runes on a Warsh Fed

[FT] US and Iran set to meet in Oman as Middle East tensions spiral