Friday's News Links

[CNBC] Stock futures are little changed after the S&P 500 hits a record to wrap April’s trading: Live updates

[CNBC] Oil rises as White House says Iran ceasefire halts 60-day war deadline

[Reuters] Pivotal US-Iran war deadline approaches with no end in sight for conflict

[Axios] Pentagon calls timeout on War Powers

[MSN/NBC] Iran is Accelerating Efforts to Dig Out Missiles and Munitions

[Bloomberg] Stavridis: The Chokepoint Economy Starts With Hormuz

[NYT] Why Countries Are Stocking Up on Gold

[NYT] Trump’s Plans to Boost Weapons Production Might Not Deliver for Years

[WSJ] Iran Is Grasping for a Solution to an American Blockade It Can’t Break

[WSJ] AI Investment Boosted Economic Growth, While Consumers Tapped the Brakes

[FT] Trump vs Kimmel: inside Disney chief Josh D’Amaro’s baptism of fire

[FT] Huawei’s AI chip sales surge as Nvidia stalls in China

Thursday Evening Links

[CNBC] Stock futures are little changed after the S&P 500 hits a record to wrap April’s trading: Live updates

[Yahoo/Bloomberg] Trump Says Iran Blockade Working After Oil Hits Wartime High

[Yahoo/Bloomberg] Meta Sells $25 Billion of Debt as Investor Worry, Fatigue Builds

[Yahoo/Bloomberg] AI Debt Investors Show Fatigue After $300 Billion Binge

[Politico] Trump’s call to reduce US troops in Germany shocks Pentagon

[Bloomberg] Fitch Warns US Debt Burden Is ‘Far Above’ Other AA Rated Nations

[Bloomberg] Citi’s Bhatia Warns of Private Credit ‘Tourists’ Forced to Sell

[Bloomberg] First Brands Creditor Sues Auditor BDO Over Missed Red Flags

[Bloomberg] Trump Says He’s Open to Reducing US Troops in Spain, Italy

[WSJ] What a $24 Million Home Sale Tells Us About San Francisco’s Comeback

Thursday Afternoon Links

[CNBC] Meta tanks 9%, Alphabet climbs 7% as each company raises capex spend

[Reuters] Oil retreats after hitting four-year high on concern of US-Iran war escalation

[Yahoo/Bloomberg] Yen Soars as Traders Say Japan Intervened After ‘Final’ Warning

[CNBC] California gas prices hit $6 per gallon as fuel costs jump nearly 30 cents in a week across the U.S.

[Reuters] Iran threatens painful response if US renews attacks

[Yahoo Finance] America's national debt is now larger than the entire economy

[Yahoo/Bloomberg] CoreWeave Heralds New AI Borrowing Frontier With GPU-Backed Loan

[Yahoo/Bloomberg] Meta Gets $96 Billion of Orders for Its Latest Jumbo Bond Sale

[Yahoo/Bloomberg] Taiwan Blows Past Forecasts With Economic Growth at 39-Year High

[Bloomberg] Pain at the Pump Is Intensifying for US Consumers as Iran War Drags On

[Bloomberg] Only Iran-Linked Traffic Moves Through Hormuz Amid Blockades

[Bloomberg] Dollar Wraps Worst Month Since June as Haven Trade Unwinds

[Bloomberg] DOJ Readies Fed Subpoena Appeal After Closing Powell Probe

[Bloomberg] RBI’s Short Dollar Book Surges Past $100 Billion for First Time

[NYT] Behind Powell’s High-Stakes Decision to Stay at the Fed

[WSJ] Blue Owl Expands Other Businesses With Private Credit in Turmoil

[WSJ] Wheat Prices Jump as Drought Threatens U.S. Output\

[FT] Jay Powell’s defiant curtain call

[FT] ECB and BoE warn of interest rate rises as central banks grapple with Middle East shock