Tuesday's News Links

[CNBC] Dow slides after record-setting session on Wall Street: Live updates

[AP] Asian shares mostly slip as latest fighting undermines the US-Iran ceasefire.

[Yahoo/Reuters] Oil falls more than 1% as Iran reviews proposed US agreement

[Yahoo/Bloomberg] Gold Rises as Traders Weigh Confusion Over US-Iran Talks

[Yahoo/Bloomberg] Bitcoin Tumbles Below $70,000 for First Time in Two Months

[Reuters] Iran studying deal to halt war as stalemate persists

[AP] The ceasefires in Gaza, Lebanon and Iran are stretching the term’s meaning

[Yahoo/Bloomberg] Trump Tries to Stop Israel’s Lebanon Push Derailing an Iran Deal

[Yahoo/Reuters] Fed's Hammack eyes tighter policy if inflation doesn't abate

[Yahoo/Bloomberg] Wall Street Analysts Turn Skeptical After Two-Month Stocks Rally

[Axios] America's muddled factory recovery

[Axios] Anthropic faces AI spending backlash before IPO

[Yahoo/Bloomberg] SK Hynix Plans to Double Capacity to Ease Memory Chip Crunch

[Reuters] US in talks to expand nuclear weapons deployments in Europe, FT says

[AP] Massive Russian attack kills 18 people across Ukraine, officials say, as Moscow escalates fighting

[Bloomberg] Hammack Says Fed May Need to Act Soon Against High Inflation

[Bloomberg] Kevin Warsh’s Fed Regime Change Comes With a Catch

[Bloomberg] Trump Taps Pulte as Acting Director of National Intelligence

[Bloomberg] How the Iran War Is Shaking Up Food Supply Chains

[Bloomberg] US Targets Brazil With New 25% Tariff Over Trade Practices

[WSJ] Private-Credit Firms’ Insurers Brace for Looming Legal Storm

[WSJ] Eurozone Inflation Climbs Further, Paving Way for ECB Rate Hike

[FT] America’s AI boom is carrying more than investors admit

[FT] US convertible bonds set for record year as issuers harness AI boom

[FT] Eurozone inflation rises to 3.2% in May as ECB prepares to raise rates

[FT] Gold replaces US Treasuries as world’s top reserve asset, ECB says

Monday Evening Links

[CNBC] Stock futures slip after all three major indexes close at new records: Live updates

[CNBC] Asia-Pacific stocks open lower as uncertainty over U.S.-Iran peace talks dents sentiment

[Yahoo/Bloomberg] Oil Holds Biggest Gain in a Month on Standoff in US-Iran Talks

[Yahoo/Bloomberg] Trump Aims to Calm Lebanon Tensions to Keep Peace Talks Alive

[Axios] 'You're fu..... crazy': Trump fumes at Netanyahu in call on Lebanon

[Yahoo/Bloomberg] CoreWeave-Tied Data Center Seeks $850 Million Junk Bond Sale

[Reuters] Trump's 'weaponization' fund put on hold after fierce opposition from Congress

[Yahoo/Bloomberg] PBOC Currency Policy Guessing Game is Traders’ New AI Experiment

[Bloomberg] S. Korea’s Inflation Accelerates, Supporting BOK’s Hawkish Tilt

[Bloomberg] South Korea Overtakes India as World’s Sixth-Largest Stock Market

[NYT] Iran War Live Updates: Israel and Iran Step Back From Threats After Day of Tension

[NYT] High-Wire Negotiations with Iran? Trump Finds it ‘Very Boring.’

[WSJ] Trump Pushes to End Lebanon Conflict in Hope of Unlocking a Deal With Iran

[WSJ] America’s New Financial Middle: Not in Crisis, Not Thriving Either

[WSJ] South Korea Inflation Accelerated to 26-Month High in May

[FT] China’s housing market could have further to fall

Monday Afternoon Links

[Yahoo/Reuters] Stocks hold near record highs as AI optimism trumps Iran tensions

[Yahoo/Bloomberg] Oil Soars After Report Says Iran Is Set to Halt Messages With US

[Yahoo/Bloomberg] Iran Halts Talks With US and Threatens Full Hormuz Closure

[Reuters] Trump says no Israeli troops will go to Beirut after call with Netanyahu

[Axios] Lebanese official told U.S. that Hezbollah ready for full ceasefire with Israel

[Yahoo/Bloomberg] US Manufacturing Activity Expands by Most in Four Years

[Yahoo/Reuters] US construction spending beats expectations in April

[Yahoo/Bloomberg] Apollo’s Slok Says AI Will Dash Warsh’s Hopes for Quick Rate Cut

[Bloomberg] US Construction Spending on Data Centers Eclipses $50 Billion

[WSJ] Anthropic Files to Go Public in Blockbuster Year for IPOs