Monday Afternoon Links

[CNBC] Dow jumps 300 points for first close above 52,000, powered by new member Alphabet: Live updates

[Yahoo/Reuters] Oil settles up on US-Iran strikes; cautious hopes for shipping cap gains

[AP] US and Iran pause strikes but disagree over next steps on talks

[AP] Iran says this. The U.S. says that. A look at the trickiest issues in the unresolved conflict

[AP] Supreme Court says Fed’s Cook can keep her job for now, but it upholds other Trump firings

[AP] What the Supreme Court’s ruling in the Cook case means for Federal Reserve independence

[Yahoo/Bloomberg] Cook Ruling Marks the Latest Setback for Pulte’s Fraud Campaign

[Bloomberg] Soaring US Equity Funding Costs Risk Spilling Over to Repo Rates

[Bloomberg] Citadel Securities Warns of ‘Shifting Landscape’ Under Warsh Fed

[Bloomberg] JPMorgan Says Private Muni-Bond Accounts Swell to $1.6 Trillion

[NYT] Trump Renews Threat to Fire Fed Governor in Wake of Court Loss

[NYT] In San Francisco, Even $180,000 Tech Salaries Are No Longer Enough

[WSJ] The Biggest Winner in Lisa Cook Case? Fed Chairman Kevin Warsh

[WSJ] AI Data Centers Have Been Great for the Steel Industry. Now, a Power Crisis Looms.

[WSJ] Strategy’s Turnaround Plan Includes Stock Buyback, Bitcoin Sales and More Reserves