Tuesday's News Links

[CNBC] Stocks are higher, boosted by chipmakers and strong earnings: Live updates

[Reuters] Oil prices rise nearly 2% on fresh attacks by US and Iran

[Reuters] Iran war live: Tehran says tankers on fire in Strait of Hormuz, Houthis announce Saudi naval blockade

[AP] Iran and US persist in their attacks, as Pakistan tries to keep diplomacy alive

[Yahoo/Bloomberg] Chinese Oil Tanker U-Turns in Red Sea After Houthi Attack Threat

[Axios] Iran mediators push new ceasefire as Trump eyes all-out war

[Reuters] How vulnerable is the Gulf to attacks on desalination plants?

[CNBC] Inflation fears are back in the spotlight as the Middle East conflict keeps oil prices elevated, analysts say

[CNBC] Ships shun Strait of Hormuz as renewed fighting strains key oil corridor

[Yahoo/Bloomberg] Wall Street Talks Up Carry Trade as Returns Soar Most in Decades

[Yahoo/Bloomberg] Economic Momentum Flips From Blessing to Curse for S&P 500 Bulls

[Yahoo/Bloomberg] Schwab Beats Estimates as Retail Investors Pile Into the Market

[Yahoo/Bloomberg] Data Centers on Track to Suck Up a Fifth of US Power Use by 2035

[CNBC] Jamie Dimon says markets underestimate risks and he wouldn’t buy stocks or Treasurys at current prices

[Yahoo/Bloomberg] China Vows to Achieve Annual Growth Target After Economy Weakens

[Yahoo/Bloomberg] China at Risk of 20% Youth Joblessness as Labor Distress Spreads

[Yahoo/Bloomberg] Quant Hedge Fund ‘Free Fall’ Spooks Wealthy Investors in China

[CNBC] U.S. condemns China’s ‘dangerous and aggressive’ acts after Philippine sailor injured at disputed shoal

[Bloomberg] Houthis Warn All Ships Against Calling at Saudi Arabia’s Ports

[Bloomberg] Hegseth Faces Lawmakers Over Iran War Costs as Conflict Widens

[Bloomberg] Bessent Says US Will Scrutinize Chinese AI Models for IP Theft

[Bloomberg] Private Credit and Data Center Wraps Are 2008 Redux

[Bloomberg] Texas Heat to Challenge State Grid’s Power Demand Record

[Bloomberg] Euro-Zone Banks Further Tighten Companies’ Credit Standards

[Bloomberg] China Broadens Market Rescue With Tech Stocks Drawing Support

[NYT] Trump Is Squeezing Canada. Don’t Expect Carney to Roll Over.

[NYT] The U.S. Is Pulling Back on Energy Efficiency Just as Prices Are Rising

[WSJ] ADP Says June Private Sector Hiring Grew Slightly Below Expectations

[WSJ] Top American AI Execs Sound Alarm on Chinese Models

[WSJ] China AI Companies Rush to Raise Funds and Close Gap With U.S.

[WSJ] Israel Believes Iran Moved Nuclear Centrifuges Into Pickaxe Mountain

[WSJ] Insurers Find Workarounds on Risky Debt as Regulators Play Whac-A-Mole

[FT] Nearly 100 US troops injured in two weeks since Iran war resumed

[FT] Oracle could face $7bn collateral bill for Wisconsin data centre

[FT] Midwest sunset: Trump’s tariffs hit America’s agricultural powerhouse

[FT] The Gulf nation that became Iran’s softest target

[FT] China weighs tighter export controls on AI models and chips

Monday Evening Links

[CNBC] Stock futures are little changed as traders shift focus to earnings amid Middle East tensions: Live updates

[AP] Live updates: US strikes Iran again as Trump threatens retribution if more US soldiers are killed

[AP] US military says it’s carrying out its 10th consecutive night of strikes on Iran

[Reuters] Houthis announce Saudi naval blockade, threatening new front in US-Iran war

[AP] Trump imposes 50% tariffs on Canadian goods, citing disputes over autos, alcohol and cheese

[Reuters] North Korea, Russia foreign ministers hold strategic talks in Moscow, KCNA says

[Bloomberg] How Houthis’ Red Sea Threat Risks Bigger Oil Shock

[Bloomberg] Prediction Markets Are Minting a New Type of Insider Trader

[WSJ] Iran Missile Struck Housing Units for U.S. Troops at Jordan Base

[WSJ] Trump Imposes Additional 50% Tariffs on Certain Canadian Goods

[WSJ] Iran’s Fortitude Is Its Decisive Edge

[FT] Donald Trump says US to hit Canada with 50% tariff

[FT] Gilts under pressure as investors brace for higher spending under new PM

Monday Afternoon Links

[CNBC] S&P 500 and Nasdaq are higher to start the week as U.S. oil wavers, chipmakers rise: Live updates

[Yahoo/Reuters] Oil steadies as hopes of renewed US-Iran negotiations offset Houthi threat

[AP] Expansion of US strikes on Iran leads to more retaliation across the Gulf

[AP] Live updates: US military identifies 2 soldiers killed in Iranian attack on Jordan

[AP] Yemen’s Iranian-backed Houthis say they will block Saudi shipping at Red Sea gateway

[Axios] Don't count on AI to fix America's deficit problem

[Yahoo/Reuters] NY Fed survey finds highest credit application rate in nearly five years

[AP] Judge says Paramount and Warner must halt merger for at least two weeks, granting states’ request

[Bloomberg] Money Funds Keep Cash Closer as Fed Leaves Markets Guessing

[FT] Andy Burnham becomes UK prime minister promising ‘unity and positivity’