Tuesday's News Links

[CNBC] S&P 500 is flat after bank earnings deluge; Nasdaq slides on chip stock weakness: Live updates

[AP] South Korea’s Kospi index sinks more than 7% on semiconductor share sell-off over AI boom worries

[Yahoo/Bloomberg] Cracks Grow Across the AI Trade as Memory-Chip Stocks Tumble

[CNBC] Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict

[CNBC] IMF warns bond yields could see a ‘disorderly’ spike as debt, inflation risks worsen 

[Yahoo/Reuters] AI investment props up global growth, but war and debt threaten outlook, IMF says

[AP] Houthi rebels report airstrikes in Yemen, and other Middle East developments

[Yahoo/Bloomberg] Fed’s Waller Says Higher US Yields Could Help Cool Demand

[Yahoo/Bloomberg] Trump’s Diesel Deal Irks Allies and Is Unlikely to Reduce Prices

[Yahoo/Bloomberg] BofA Poll Shows Investors Most Exposed to Tech Stocks Since 2020

[Yahoo/Reuters] Japan's wholesale inflation remains elevated, keeps alive BOJ rate-hike view

[Bloomberg] US Small-Business Optimism Falls on Dimmer Economic Outlook

[Bloomberg] Surging Bond Yields Are Top Risk to Financial System, IMF Says

[Bloomberg] Power and Talent Biggest AI Bottlenecks, Say Data Center Firms

[Bloomberg] The AI Industry Isn’t Ready for the Coming AI Catastrophe

[Bloomberg] Hyperscaler Debt Binge Risks Curbing Access for Emerging Nations

[Bloomberg] Trump Says He Does Not Believe Russia and China Are Helping Iran

[Bloomberg] Euro Repo Traders Turn to Humans Over Machines in Flight to Cash

[Bloomberg] French Student Protests Enter Third Week as Budget Debate Starts

[Bloomberg] BOJ Is Said to Lean Against Back-to-Back Rate Hike in October

[NYT] Higher Interest Rates Take Bite Out of JPMorgan’s Profits

[NYT] The Forces Driving Up Bond Yields Take a Troubling Turn

[NYT] I.M.F. Warns Mideast War Will Widen Gap Between Rich and Poor Countries

[NYT] After Russian Diesel Deal, Trump Faces New Crisis Over Ukraine

[NYT] How Climate Change Is Causing ‘the Gentrification of Seafood’

[WSJ] JPMorgan, Goldman Profit Jumps as Banks Kick Off Earnings

[WSJ] Iran Is Fortifying Nuclear Sites and Rallying Its People for a Return to Fighting

[WSJ] Blackstone-Backed Hyperscale Data-Center Operator Delays Singapore IPO

[WSJ] Europe Heads Into Winter With Low Gas Reserves, Uncertain Gulf Supplies

[FT] Ships in Hormuz strait hit by worst spate of attacks since start of war

[FT] Top economies heading for biggest budget deficits since Covid, IMF warns

[FT] Why Trump is going for Zelenskyy’s jugular

[FT] How governments spend money

Monday Evening Links

[CNBC] Stock futures are little changed after mixed session; traders await bank earnings: Live updates

[Yahoo/CBS] Squeezed by inflation, more Americans are falling behind on their debts

[Yahoo/LAT] Port of Los Angeles sets record for busiest month ever

[Bloomberg] Oil Holds Gains as Expanding Middle East War Threatens Supply

[Bloomberg] How Big Tech’s AI Race Fueled a Borrowing Boom

[Bloomberg] AI’s Giant Money Loop Is Drawing Foreign Cash Like 2008

[Bloomberg] JPMorgan, Goldman Curb Exposure on $5 Billion Volta AI Loan Sale

[WSJ] Frenzied Stock-Options Trading Shows Individual Investors Are Still Hungry for Risk

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

[WSJ] Putin Ignores That Energy ‘Cease-Fire’

[FT] Riyadh defiant as Houthis launch new missile strikes on Saudi Arabia

[FT] Singapore Bank Selloff Tests the City-State’s Safe Haven Status

Monday Afternoon Links

[Yahoo/Reuters] Wall Street mixed as oil prices surge, investors await earnings, economic data

[Yahoo/Reuters] Oil prices rise 2% as attacks on Saudi Arabia overshadow Trump's diesel deal

[Yahoo/Reuters] Fed's Hammack backs restrictive policy, says better if it comes 'relatively quickly'

[CNBC] Higher rates could be needed to avoid ‘inflationary mindset’ taking hold, says Fed’s Hammack

[Yahoo/Bloomberg] US mortgage bond funds suffer one of worst outflows since 2021

[Yahoo/Bloomberg] Wall Street Revives the Case for Scrapping the US 20-Year Bond

[AP] Zelenskyy says Russia strikes energy facilities despite Trump claim of an energy ceasefire