Friday's News Links

[CNBC] Nasdaq rebounds after worst rout in 19 months as AI stocks recover: Live updates

[CNBC] 10-year Treasury yield rises after much stronger-than-expected October jobs report

[CNBC] Nasdaq sell-off batters Asian chip stocks as SK Hynix, Samsung, Softbank, TSMC tumble 

[Yahoo/Reuters] Stocks tumble as AI panic sweeps markets, bonds draw haven demand

[CNBC] U.S. economy added 165,000 jobs in October, way more than expected; unemployment rate at 4.1%

[Axios] Trump meets with national security team, says Iran war decision coming "soon"

[AP] Trump discusses Middle East de-escalation with Qatar’s emir, and other Mideast news

[Yahoo/Bloomberg] US and Iran Edge Closer to Deal With Nuclear Issue Back in Play

[Yahoo/Bloomberg] Wall Street Peers Into Abyss of AI Trade as Midterms Expose Risk

[Yahoo/Bloomberg] Fast-Money Systematic Funds Stoked $2.3 Trillion Tech-Stock Rout

[AP] AI data centers took a beating in the midterm elections. A reckoning may be ahead for tech giants

[Yahoo/Reuters] US inflation too high; essential to get back to 2%: Fed's Williams

[Yahoo/Bloomberg] Trump Points Finger at Democrats Over Massive Market Losses

[Reuters] Asian hedge fund Aspex suffers 16% loss in October tech rout, source says

[Bloomberg] Crowded Hedge Fund Trades Are Unwinding Fast After Ugly October

[Bloomberg] AI Selloff Drives Asian Stock Markets to Fresh Grim Milestones

[Bloomberg] AI Has Taken Over Every Corner of the Market

[Bloomberg] Some 40% of US Planned Data Center Capacity Is in States Wanting to Hit Pause

[Bloomberg] Wall Street Traders Wrong-Footed After Bullish Equity Calls

[Bloomberg] Tiger Global, Whale Rock, D1 Battered by AI Jitters in October

[Bloomberg] Macro Trader Haidar’s Hedge Fund Plunged 11.5% in October Tumult

[Bloomberg] Hedge Fund Samlyn Dumps All Stocks But Financials, Cuts Staff

[Bloomberg] Asia Hedge Funds, Rich Investors Face Big Losses in AI Rout

[Bloomberg] A Glossary for Navigating a Markets Meltdown

[Bloomberg] Korea’s $1.7 Trillion Rout Burns Day Traders, Challenges Lee

[Bloomberg] Japan’s Takaichi Eyes BOJ’s ETF Sales to Fund Economic Security

[Bloomberg] El Niño Could Drive a Record Jump in Carbon in the Atmosphere

[WSJ] Hedge Funds Dump Positions and Cut Staff as Selloff Deepens

[WSJ] AI Companies Scramble to Navigate a World Hostile to Data Centers

[WSJ] Major Investors Are Skeptical Anthropic IPO Can Achieve $1.5 Trillion Valuation

[WSJ] Gulf Airports Built to Connect the World Are Now in the Crosshairs

[FT] Tett: The post-midterms playbook for America Inc

[FT] America turns on Donald Trump’s tech cheerleaders

[FT] Iran celebrates Trump’s election defeat as mediators push for deal to end war

[FT] The echo chamber of Xi Jinping

[FT] World ‘virtually certain’ to exceed average 1.5C of warming in 2026, EU agency says