Thursday Afternoon Links

[CNBC] Stocks gain as chipmakers rise, oil prices fall: Live updates

[CNBC] June home sales disappoint as prices reach an all-time high

[Yahoo/Bloomberg] Fed’s Williams Says AI Is Now His Main Inflation Concern

[Yahoo Finance] New York Fed says many businesses are not finished raising prices to offset tariffs

[Yahoo/Bloomberg] Microsoft’s Emissions Surged 25% in 2025 During Data Center Boom

[Bloomberg] US 30-Year Bond Auction Draws Highest Yield Since 2007

[NYT] A $3.2 Trillion Deal-Making Frenzy Is Spurred by the A.I. Economy

[WSJ] The Fight Over Hormuz Boils Down to One Poorly Worded Clause in Trump’s Deal

[WSJ] Fed’s Williams Says Inflation Still Too High, Expects Retreat in Energy Prices

[WSJ] Federal Regulator Warns Robotaxis Are a ‘Danger’ to the Public

[FT] World faces growing diesel supply crunch as Russia cuts off exports