Monday Afternoon Links

[CNBC] Stocks rally, fueled by gains in Big Tech and a drop in oil prices: Live updates

[Yahoo/Bloomberg] Oil Slips as Trump Holds Off Iran Attack, Says Talks to Resume

[AP] Trump says new talks are ‘last chance’ for Iran to forge deal and avoid escalation of US strikes

[Yahoo/Bloomberg] US Factory Activity Expands at Strongest Pace Since 2022

[Axios] The message beneath the yen intervention

[Yahoo/Bloomberg] Citadel Securities Sees a $500 Billion Chip Financing Debt Binge

[Yahoo/Reuters] Fed lending officer survey finds stable standard for many types of commercial, industrial loans

[CNBC] Hugging Face CEO says China is winning the AI race and dominating on open models

[Bloomberg] Citadel Securities’ Shah Says Markets Questioning Warsh’s Plans

[WSJ] Iran Says No Talks With the U.S. on Hormuz Strait

[FT] How big was the American JPY intervention?