Thursday's News Links

[CNBC] S&P 500 heads for first loss in four days as Alphabet, Caterpillar crack after earnings: Live updates

[Yahoo/Reuters] Oil prices fall as peace hopes offset fears of growing Middle East conflict

[AP] Inflation accelerated last month, highlighting affordability issues before election

[CNBC] Third-quarter U.S. GDP increases a better-than-expected 3.4% as September inflation accelerates

[AP] US unemployment claims slide to 194,000, the lowest since mid-July

[CNBC] AI build-out hits snag as Google and Microsoft put off raising capex forecasts

[Yahoo/Reuters] Microsoft Looks to Raise at Least $25 Billion From US Bond Sale

[Yahoo/Reuters] Cash is king as investors draw new battle lines in AI spending boom

[AP] Iran says 3 oil tankers struck mines, and other Mideast news

[AP] US warns allies to prepare for possible Iran strikes, retaliation after elections, AP sources say

[Axios] Iran pressed to make nuke concessions as massive post-midterms strikes loom

[Reuters] Iran’s hidden web of military agencies is slipping hardware past the US blockade

[Reuters] AI-related investment, consumers likely boosted US economic growth in third quarter

[CNBC] European Central Bank keeps key interest rate on hold at 2.5%

[AP] European Central Bank President Christine Lagarde will resign Feb. 7, nine months early

[Reuters] Ukraine sends drones towards Moscow, Russia strikes Kharkiv, officials say

[Politico] Ukraine peace talks: 5 things to know about the chances of a deal 

[Bloomberg] America Is Getting a Peek at Its Debt Future, and It’s Scary

[Bloomberg] Texas Data Center Boom Collides With Backlash Ahead of Midterms

[Bloomberg] How AI Is Making Cyberattacks a Bigger Threat

[Bloomberg] How France’s Debt Troubles Compare With Greece’s Crisis

[Bloomberg] HSBC Seeks to Hedge Data Center Debt With Credit Risk Insurance

[NYT] In Moving Gradually, Fed Risks Having to Play Catch-Up to Quell Inflation

[NYT] Nvidia Chief Seen as Target of Chinese Spy Plot

[WSJ] PCE Inflation Accelerated Last Month

[WSJ] The Fed’s AI Puzzle: Will High Rates Slow the Boom?

[WSJ] China’s Xi Demands More Loyalty as Purges Trim Party Elite

[FT] Google shares tumble 10% after $51bn AI outlay deepens cash burn

[FT] Samsung shares slide on lack of detail about investor returns

[FT] Private equity grows up 

[FT] Debt woes throttle European commercial property market