Tuesday's News Links

[CNBC] S&P 500 futures are little changed as market tries to rebound from Monday’s rout: Live updates

[CNBC] Bitcoin extends decline, falling below $63,000 before paring some losses

[Yahoo/Bloomberg] Bitcoin Heads for Worst Month Since Crypto Collapse of June 2022

[Yahoo/Bloomberg] Oil Holds Near Seven-Month High as Traders Await US-Iran Talks

[Reuters] Morning Bid: AI doom and tariff gloom

[Axios] Behind the Curtain: AI's biggest threats

[Axios] The AI doom-and-gloom scenario captivating Wall Street

[Axios] Global AI data center boom hits delays

[CNBC] From Dimon’s ‘cockroaches’ to the Blue Owl freeze: How stress is spreading in private credit

[Axios] Blue Owl hoots and private credit hollers

[CNBC] Jamie Dimon says ‘watch out’ as lofty asset prices add to economic risks: ‘My anxiety is high’

[Yahoo/Bloomberg] Trump’s 10% Levy Takes Effect as US Rebuilds Tariff Wall

[Axios] Trump's plan B for tariffs is this legally questionable emergency tool

[Reuters] US single-family home price growth slows in December, FHFA says

[Reuters] Next Fed move a hike? Bostic's parting shot raises alarm

[Axios] The Big One: The cyberattack scenarios that keep officials up at night

[MSN/WP] Trump's top general foresees acute risk in an attack on Iran

[MSN/WSJ] Viral doomsday report lays bare Wall Street's deep anxiety about AI future

[Yahoo/Reuters] US retail investors fuel surge in leveraged ETF trading, study shows

[AP] China puts Japanese companies on export control lists as tensions rise

[Reuters] Zelenskiy marks war anniversary vowing to fight on, with Ukraine's allies divided

[Reuters] Exclusive: Iran nears deal to buy supersonic anti-ship missiles from China

[Reuters] Russia issues statement warning of risks of clash between nuclear powers

[Bloomberg] ‘AI Bubble’ Becomes Credit’s Biggest Scare, BofA Survey Shows

[Bloomberg] Dimon Sees Parallel to Pre-Crisis Era as Rivals Do ‘Dumb Things’

[Bloomberg] Why Jamie Dimon’s Doubts on the Credit Market Are Well Founded

[Bloomberg] Japan Warns Against Trade Deal Backtracking After Latest Tariffs

[Bloomberg] Trump Seeks Vows from Tech Executives to Cover Data Center Costs

[Bloomberg] Anthropic Kicks Off Share Sale for Staffers of Up to $6 Billion

[Bloomberg] CBO Plans New Fiscal Estimates After Trump Cements Tariff Plan

[Bloomberg] China Targets Japan Defense Companies in Sweeping Export Ban

[Bloomberg] Russia’s Invasion of Ukraine Has Already Changed the World

[NYT] The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored

[WSJ] The AI Bust is Here. The AI Boom Is Still Going.

[WSJ] As War Enters Fifth Year, Ukraine Shows Russian Victory Is Anything but Inevitable

[WSJ] Beijing Sees Opening in U.S. Trade War After Court Blunts Trump’s Tariff Weapon

[WSJ] Jane Street Accused of Insider Trading That Helped Collapse Terraform

[FT] ‘Crisis of his own making’: Donald Trump weighs another war with Iran

[FT] Donald Trump’s state of mind is a global risk

[FT] AI upheaval puts software investors on edge

[FT] How insurance became the lifeblood of private capital

Monday Evening Links

[CNBC] Stock futures tick higher after major indexes sell off on anxiety over AI disruption, tariffs: Live updates

[Yahoo/Bloomberg] Gold Rises as Trump Tariff Defeat Throws Trade Deals Into Doubt

[Yahoo/Bloomberg] IBM Sinks Most Since 2000 as Anthropic Touts Cobol Tool

[Yahoo/Bloomberg] Blue Owl Anxiety Rattles $1.8 Trillion Private Credit Market

[Reuters] Focus: Software companies face higher borrowing costs, tougher scrutiny as AI threatens businesses

[Reuters] Trump considers new national security tariffs after Supreme Court ruling, WSJ reports

[Yahoo/Bloomberg] EU Warns That Trump’s New Tariff Policy Breaks Trade Agreement

[Bloomberg] Option Traders Pile Into Bets Against Software-Exposed Loan ETF

[Bloomberg] Wall Street Analysts Mount Rescue Operation for Slumping US IPOs

[CNBC] Trading volumes have surged in leveraged funds, options since the pandemic, data shows

[Yahoo/Bloomberg] Black Swan’s Taleb Warns on Software Bankruptcies, More Volatility

[CNBC] Countries are barring teens from social media—could the U.S. be next? One expert thinks it’s ‘inevitable’

[NYT] Trump Administration Scrambles to Pick Up the Pieces of Broken Tariffs

[WSJ] The Unending Trump Tariff Mess

[WSJ] Viral Doomsday Report Lays Bare Wall Street’s Deep Anxiety About AI Future

[WSJ] First Brands Lays Off Employees as Buyer Interest Fades

[FT] What the leveraged loan market can tell us about the software sell-off

Monday Afternoon Links

[CNBC] Dow tumbles 800 points on growing fears about AI disruption, tariff drag: Live updates

[CNBC] Bitcoin falls to nearly $64,000 as 2026 crypto woes continue

[Yahoo/Reuters] New York Fed inflation measure heats up in December

[Axios] Trump's top general warns of Iran strike risks

[AP] Live updates: Trump threatens countries to abide by tariff deals despite Supreme Court decision

[Politico] EU Parliament puts US trade deal on ice after latest Trump tariff hit

[AP] EU hits pause on US trade deal as it seeks clarity over latest Trump maneuver

[AP] US military builds up the largest force of warships and aircraft in the Middle East in decades

[CNBC] Mortgage rates just dropped below 6%, matching lowest level since 2022

[Yahoo/Reuters] Chinese companies distilled Claude to improve own models, Anthropic says

[Bloomberg] People Are Worried About Blue Owl Liquidity

[Bloomberg] What to Know About Tariff Refunds After the Supreme Court Decision

[WSJ] Pentagon Flags Risks of a Major Operation Against Iran

[WSJ] European Private Lenders’ Shares Tumble as Selloff Intensifies

[FT] US software and private capital shares hit with fresh wave of selling

[FT] Moody’s alert cites gap in data centre accounting for Big Tech companies

[FT] US evacuates staff from Lebanon embassy as fears rise of war with Iran

[FT] Navarro: The US Supreme Court’s ruling won’t stop Donald Trump’s tariffs