Friday's News Links

[CNBC] Nasdaq futures rise as Wall Street rebounds; South Korea’s Kospi soars 15%: Live updates

[AP] South Korea’s Kospi index jumps more than 16% on a surge of chipmaking stocks

[CNBC] Oil prices ease as recovering Hormuz Strait traffic tempers war premium

[Reuters] Stocks surge, yen awaits BOJ presser after intervention boost

[Reuters] BOJ keeps rates steady, delivers hawkish signal as government props up yen

[Bloomberg] China’s Factories, Construction Slump in Sign Slowdown Spreading

[WSJ] Kevin Warsh’s Honeymoon With the Bond Market Is Already Over

[WSJ] Situational Awareness Down 67% in July in AI Stock Rout

[WSJ] Pentagon Commits Over $120 Billion for Patriot Missiles, Submarines

[WSJ] Bank of Japan Stands Pat, Continues to See Inflation Around 2%

[FT] Big Tech AI spending spree tops $1tn

[FT] How Leopold Aschenbrenner, the ‘golden child’ of the AI trade, was laid low

[FT] Anthropic’s Claude AI models hack into 3 outside groups during testing