Thursday's News Links

[CNBC] S&P 500 slides as tech shares drop a second day, wholesale inflation reading jumps: Live updates

[CNBC] Nvidia, AMD, Micron fall as AI stock sell-off deepens

[Yahoo/Bloomberg] Chip Rout Deepens as Rate Fears Collide With AI Funding Woes

[Yahoo/Reuters] Tech sell-off gathers pace as chipmakers hammered

[Yahoo/Reuters] Oil prices slips as US weighs easing sanctions on 'shadow fleet'

[Yahoo/Reuters] South Korea's KOSPI closes at 6-month low as chipmakers slump on AI worries

[Axios] AI tremors felt in corporate bond market

[Yahoo/MW] CoreWeave’s AI bonds tumble, raising red flags for the wider market

[Reuters] CoreWeave's slump puts spotlight on debt behind AI boom

[Reuters] Market selloff, rising rates test AI data centre deal boom

[AP] Wholesale inflation jumped last month by most in four years as gas prices soared

[AP] Retail sales up a better-than-expected 0.8% in September as shoppers remain resilient

[AP] The number of Americans filing for jobless aid remain at historically low levels below 200,000

[Yahoo/Bloomberg] Rising Healthcare Costs Squeeze Low-Income and Wealthy Voters Alike

[Axios] CEO confidence drops into negative territory

[AP] Saudi Arabia says it thwarted a missile strike on Medina, and other Middle East developments

[Reuters] Iran’s precision strikes picked apart Gulf infrastructure, blunting US war plans

[Reuters] How the Houthis are helping Iran turn Saudi Arabia into a pressure point

[Reuters] US military weighs use of ‘mother of all bombs’ in potential future strikes on Iran, CNN says

[CNBC] U.S. Treasury dismisses IMF debt warning and ‘messy’ forecasting

[CNBC] Analysis: Why a $2 trillion deficit and 5% Treasury yields are becoming America’s biggest economic challenge

[Yahoo/Reuters] Warsh's quest for quiet Fed gets vocal pushback

[Reuters] Two ships ablaze off Romanian Black Sea coast, 7 sailors missing

[Yahoo/Bloomberg] AI Race Puts $3.5 Trillion at Write-Down Risk, Gartner Warns

[AP] Ukraine resumes attacks on Russian oil refineries, officials say, as US relations teeter

[Bloomberg] Anthropic Threatens the AI Trade Before the End of Humanity

[Bloomberg] NYC Comptroller Calls for Anthropic to Pause IPO for AI Safety

[Bloomberg] Daily Private Credit Marks Slammed After Apollo’s Rollout

[Bloomberg] BOJ’s Koeda Warns Against Too Much Caution on Rate Hikes

[NYT] Tech Stocks Plunge as Doubts Over A.I. Spending Intensify

[WSJ] Rising Rates Threaten Wall Street’s Golden Goose in Trading

[WSJ] Starlink Suspicions and a Frantic Warning: Inside Trump’s Turn on Zelensky

[FT] CoreWeave’s bonds scream financial distress

[FT] Investors dump data centre bonds as AI borrowers face ‘Darwin moment’

[FT] Global AI sell-off deepens as Asian markets tumble

[FT] Global chip stocks sink as AI debt fears intensify

[FT] Ukraine to resume strikes on Russian refineries, Zelenskyy says

[FT] Russia suspected of striking two tankers in Nato waters