Wednesday's News Links

[CNBC] Stocks rise, adding to Tuesday’s comeback, as Nvidia and Oracle shares gain: Live updates

[Yahoo/Bloomberg] Gold Rises as Traders Weigh Tariff Risks and Middle East Tension

[Yahoo/Bloomberg] Oil Steadies as Traders Await Upcoming US-Iran Nuclear Talks

[CNBC] Mortgage rates hit lowest level in nearly 4 years, but homebuyers are still stuck on the sidelines

[Reuters] Takeaways from Trump's State of the Union address to Congress

[Reuters] Trump says he has told big tech companies to build their own power plants

[Yahoo/Bloomberg] Strong Earnings Not Enough to Power Stocks Past AI, Credit Worry

[Yahoo/Reuters] China says it has met US trade obligations, warns against more tariffs

[Axios] Trump says he prefers diplomacy, but lays the case for war with Iran

[Reuters] Japan's government taps reflationists for BOJ board, markets react

[Reuters] Exclusive: Ex-BOJ chief Kuroda calls for rate hikes, tighter fiscal policy

[Bloomberg] Trump to Hike US Tariff to 15% ‘Where Appropriate,’ Greer Says

[Bloomberg] Takaichi’s Reflationist Picks for BOJ Board Nudge Yen Weaker

[Bloomberg] Orban’s Hardening Anti-Ukraine Stance Means Trouble for the EU

[WSJ] Key Takeaways From Trump’s State of the Union Address

[WSJ] Blue Owl Fallout Sets Off Retail-Investor Panic. Their Advisers Are Urging Calm.

[WSJ] Private Equity Was Headed for a Correction, Even Without AI Gloom

[WSJ] World Trade Surged in 2025, Despite Higher Tariffs

[WSJ] Violent Militias Stand Between the U.S. and Venezuela’s Vast Mineral Riches

[FT] The death of the Trump trade

[FT] Friedrich Merz meets China’s Xi Jinping as trade tensions mount

[FT] Yen weakens after Sanae Takaichi picks dovish candidates for Bank of Japan

[FT] Australian and New Zealand dollars surge as traders position for global interest rate rises

[FT] How war stopped working

Tuesday Evening Links

 [CNBC] Stock futures are little changed ahead of key earnings results from Nvidia: Live updates

[AP] Trump’s State of the Union will seek to calm voters’ economic concerns ahead of midterm elections

[AP] Hegseth warns Anthropic to let the military use the company’s AI tech as it sees fit, AP sources say

[Reuters] Investors brace for a State of the Union speech that may fuel anxiety

[Bloomberg] Fed’s Collins Says Rates Likely on Hold ‘For Some Time’

[Bloomberg] Bond Traders Are Betting on Fed Rate Cuts Spilling Into 2027

[Bloomberg] CoreWeave Seeks $8.5 Billion Loan From Banks Backed by Meta Deal

[Bloomberg] China's $112 Billion Cargo Gap Shows Record US Tariff Evasion

[Bloomberg] Trade Financer Raistone to Liquidate After First Brands Blowup

[NYT] Pentagon Gives A.I. Company an Ultimatum

[WSJ] AI-Induced Tech Selloff Spoils the IPO Parade

[WSJ] Russia’s Shadow War With Europe

Tuesday Afternoon Links

[CNBC] Dow gains 400 points, S&P 500 jumps as software stocks rebound from AI disruption fears: Live updates

[AP] US consumer confidence improves modestly in February after cratering the first month of 2026

[CNBC] Data center expansion reaches an ‘inflection point’

[CNBC] Bitcoin mining is no longer profitable after crypto’s latest downward turn, analyst says

[Bloomberg] Cook Says Fed May Not Be Able to Counter AI-Driven Job Loss

[Bloomberg] White House Economist Calls Citrini AI Report ‘Science Fiction’

[Bloomberg] US Private Schools’ Average Tuition Approaches Record $50,000

[WSJ] U.S. Home-Price Growth Slows In December

[WSJ] Solid Economy Should Keep Fed’s Focus on Inflation, Chicago Fed’s Goolsbee Says

[FT] Pete Hegseth threatens to cut Anthropic from Pentagon supply chain in showdown with CEO

[FT] Donald Trump’s fateful decision on Iran