Monday's News Links

[CNBC] S&P 500 is little changed to start the week; Micron leads tech lower: Live updates

[CNBC] Brent tops $106 after deadly Saudi airport attack, Ukraine says Russia violated energy ceasefire

[CNBC] Why China is importing a record amount of gold — and what it means for prices

[AP] Saudi Arabia responds to drone and cruise missile attacks, and other Mideast developments

[Yahoo/Reuters] In the US, a wealth boom and a price shock collide

[Reuters] Kyiv says Russia hits energy targets despite Trump ceasefire

[Yahoo/Bloomberg] Zelenskyy Says Strikes to Continue If Putin Rejects Energy Truce

[Yahoo/Bloomberg] Zelenskyy Risks Rupture With Trump as Midterms Pressure Mounts

[Yahoo/WSJ] A Credit-Score Shift at Fannie and Freddie Is Shaking Up the Mortgage Market

[AP] 2 American economists win Nobel for overturning assumptions about how to deal with economic shocks

[Yahoo/Bloomberg] Japan Urges Oil Stockpiling, Development as Mideast Risks Rise

[Politico] ‘This deal doesn’t help’: Europe slams Trump’s plan to buy Russian diesel

[Reuters] Germany faces 'shadow war' that goes beyond Cold War threats, minister warns

[Reuters] Chinese wealth manager CreditEase placed under criminal investigation

[Bloomberg] The Staggering Costs of a Single AI Data Center

[Bloomberg] AI's Water Strain Includes Surging Demand From Electricity Use

[Bloomberg] Rising Bond Yields Are No Excuse for Central Bank Inertia

[Bloomberg] China Sanctions Officials of Taiwan’s Partners for First Time

[Bloomberg] India’s Capital Braces for More Protests After Mass Detentions

[Bloomberg] A Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to Expect

[NYT] World’s Energy Order Tested Again as Iran War’s Reach Extends Further

[WSJ] U.K. Government Faces Test of Budget Credibility

[WSJ] Iran-Backed Militants Are Tightening the Screws on Saudi Arabia’s Crown Prince

[WSJ] Russia Pounds Ukrainian Energy Despite Trump’s Ceasefire Announcement

[WSJ] NATO’s Top Commander Lays Out Plan to Thwart a Russian Attack on the Alliance

[WSJ] Xi’s Superpower Ambitions Fuel a Dangerous Debt Spiral in China

[FT] The huge lurking leverage of AI hyperscalers

[FT] Wall Street’s record-breaking trading streak set to cool

[FT] What a $30bn Aussie data centre IPO debacle actually means

[FT] Putin is breaching Trump’s ‘energy ceasefire’, Zelenskyy says

[FT] India’s Narendra Modi faces ‘bitter pill’ as Cockroach protests mount

Sunday Evening Links

[CNBC] S&P 500 futures are little changed with big banks set to kick off earnings season: Live updates

[Yahoo/Bloomberg] Bond Selloff May Mean Fewer Rate Hikes From Global Central Banks

[AP] Saudi airport passenger terminal is struck again, a day after 12 were killed

[AP] Six senators call for Trump administration to ‘immediately reverse course’ on Russian diesel plan

[Axios] Trump bears down on Zelensky as Russia keeps up attacks on Ukraine

[AP] Trump says Russia and Ukraine agree to an ‘energy ceasefire’ but Kyiv says attacks continue

[Yahoo/Bloomberg] Houthi Attacks on Saudi Arabia Raise Risk of Wider War

[Yahoo/Bloomberg] America's housing affordability crisis spreads to the Midwest

[Bloomberg] France’s Bond Turmoil Raises the Specter of Contagion in Europe

[Bloomberg] US Bond Traders Await CPI, Warsh For Insight on Fed’s Rate Path

[NYT] Saudi and Yemeni Airports Hit in New Round of Strikes

[NYT] Saudi Arabia Has Few Options as Houthis Aim at Heart of Its Ambitions