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Wednesday, November 4, 2026

Thursday's News Links

[Bloomberg] Chips Selloff Worsens as Fears About AI Trade Grip Stock Market

[CNBC] Nasdaq tumbles 3%, Dow reverses earlier gain as tech selling drags stocks lower: Live updates

[Yahoo/Reuters] AI stocks fall, oil bounces back after 'blue wave' drop

[Yahoo/Reuters] Oil falls for a fourth day on expectations for lower risk of Iran war escalation

[AP] Unemployment claims drop to 189,000, the fewest since mid-July

[Yahoo/Bloomberg] Trump’s Trouncing Gives Warsh More Room for Maneuver on Rates

[AP] Tanker struck by projectiles in the Persian Gulf off Qatar, and other Mideast news

[AP] After midterm loss, Trump is left to weigh his next move in Iran war that contributed to GOP debacle

[Axios] After midterm defeat, Trump faces mostly bad options in Iran

[Reuters] Iran's IRGC says two tankers and tugboat caught fire in Strait of Hormuz

[Axios] Iran seen as "emerging" space power in U.S. intel report

[Yahoo/Reuters] Visa sees US holiday retail sales growing 4.5%, fastest pace since 2021

[Yahoo/Reuters] Bank of England raises rates for first time since 2023, says more may come

[Yahoo/Bloomberg] Bank of England Questions Lenders About Risky Data Center Loans

[Yahoo/Reuters] Japan services activity expands for fifth month, PMI shows

[AP] Bank of England set to hike interest rates to tackle higher inflation caused by Iran war

[Reuters] Hong Kong activist Joshua Wong gets 10 years in jail on national security charge

[Bloomberg] Tesla Shares Tumble Again in Deepening Post-Election Slump

[Bloomberg] Fed’s Hammack Says Restrictive Rates Needed to Cool Inflation

[Bloomberg] A $6 Billion Hack Puts Crypto’s Wall Street Rebellion on Trial

[Bloomberg] A Cornered Trump Is a More Volatile Trump

[NYT] The Making of Dario Amodei

[WSJ] The Election Day Revolt That Threatens America’s AI Boom

[WSJ] Meta President Says Midterm Results Will Make Building Data Centers Harder

[WSJ] Saudi Arabia Has No Easy Choices as It Weighs How to Combat Houthi Threat

[WSJ] After Two Years of Unchecked Power, Trump Faces a Tough New Reality

[FT] Russia deepened Iran support with missile launcher deal

[FT] Bank of England raises interest rates to 4% in bid to tame inflation