Thursday's News Links

[CNBC] S&P 500 slides as tech shares drop a second day, wholesale inflation reading jumps: Live updates

[CNBC] Nvidia, AMD, Micron fall as AI stock sell-off deepens

[Yahoo/Bloomberg] Chip Rout Deepens as Rate Fears Collide With AI Funding Woes

[Yahoo/Reuters] Tech sell-off gathers pace as chipmakers hammered

[Yahoo/Reuters] Oil prices slips as US weighs easing sanctions on 'shadow fleet'

[Yahoo/Reuters] South Korea's KOSPI closes at 6-month low as chipmakers slump on AI worries

[Axios] AI tremors felt in corporate bond market

[Yahoo/MW] CoreWeave’s AI bonds tumble, raising red flags for the wider market

[Reuters] CoreWeave's slump puts spotlight on debt behind AI boom

[Reuters] Market selloff, rising rates test AI data centre deal boom

[AP] Wholesale inflation jumped last month by most in four years as gas prices soared

[AP] Retail sales up a better-than-expected 0.8% in September as shoppers remain resilient

[AP] The number of Americans filing for jobless aid remain at historically low levels below 200,000

[Yahoo/Bloomberg] Rising Healthcare Costs Squeeze Low-Income and Wealthy Voters Alike

[Axios] CEO confidence drops into negative territory

[AP] Saudi Arabia says it thwarted a missile strike on Medina, and other Middle East developments

[Reuters] Iran’s precision strikes picked apart Gulf infrastructure, blunting US war plans

[Reuters] How the Houthis are helping Iran turn Saudi Arabia into a pressure point

[Reuters] US military weighs use of ‘mother of all bombs’ in potential future strikes on Iran, CNN says

[CNBC] U.S. Treasury dismisses IMF debt warning and ‘messy’ forecasting

[CNBC] Analysis: Why a $2 trillion deficit and 5% Treasury yields are becoming America’s biggest economic challenge

[Yahoo/Reuters] Warsh's quest for quiet Fed gets vocal pushback

[Reuters] Two ships ablaze off Romanian Black Sea coast, 7 sailors missing

[Yahoo/Bloomberg] AI Race Puts $3.5 Trillion at Write-Down Risk, Gartner Warns

[AP] Ukraine resumes attacks on Russian oil refineries, officials say, as US relations teeter

[Bloomberg] Anthropic Threatens the AI Trade Before the End of Humanity

[Bloomberg] NYC Comptroller Calls for Anthropic to Pause IPO for AI Safety

[Bloomberg] Daily Private Credit Marks Slammed After Apollo’s Rollout

[Bloomberg] BOJ’s Koeda Warns Against Too Much Caution on Rate Hikes

[NYT] Tech Stocks Plunge as Doubts Over A.I. Spending Intensify

[WSJ] Rising Rates Threaten Wall Street’s Golden Goose in Trading

[WSJ] Starlink Suspicions and a Frantic Warning: Inside Trump’s Turn on Zelensky

[FT] CoreWeave’s bonds scream financial distress

[FT] Investors dump data centre bonds as AI borrowers face ‘Darwin moment’

[FT] Global AI sell-off deepens as Asian markets tumble

[FT] Global chip stocks sink as AI debt fears intensify

[FT] Ukraine to resume strikes on Russian refineries, Zelenskyy says

[FT] Russia suspected of striking two tankers in Nato waters

Wednesday Evening Links

[CNBC] S&P 500 futures fall as traders await more U.S. economic data: Live updates

[Reuters] Yemen's Houthis vow more attacks on Saudi airports, oil facilities after Aramco HQ hit

[AP] Iran-backed Houthis strike Saudi oil company Aramco’s headquarters, officials say

[AP] Yemen’s Houthis look to build ballistic missiles with more Chinese supplies, report says

[Axios] Ukraine's Starlink restrictions raise suspicions of Musk, Trump retaliation

[Reuters] Fed survey shows price pressures intensifying as fuel costs rise

[Reuters] Anthropic's Q3 revenue surges 45% to nearly $17 billion

[Reuters] Russia's Lavrov, China's Wang discuss cooperation, Ukraine, Iran at Asia security meeting

[Bloomberg] CoreWeave’s Brazen Dream Crashes Into Reality as Yields Top 15%

[Bloomberg] Oil Holds Gain as Middle East and Russia Strikes Threaten Supply

[Bloomberg] Fed’s Goolsbee Says Inflation Discouraging, Warns of Overheating

[Bloomberg] Trump Says Leakers Should Be Shot, Veering Off Midterm Pitch

[Bloomberg] Blue Owl Goes All In on AI as Fortress, Others Caution on Risks

[Bloomberg] Banks Pull Back From Financing Australian Private Credit Funds

[NYT] Ukraine’s Exposure Grows as Satellite Use Is Restricted and Russia Escalates

[WSJ] Fed’s Beige Book Shows Price Pressures May Be Intensifying

[WSJ] What’s Going on With Starlink in Ukraine?

[FT] Ukraine blindsided by Starlink restrictions and intelligence gaps

Wednesday Afternoon Links

[CNBC] S&P 500 slumps over 1% after hot inflation report, drop in AI-related stocks: Live updates

[CNBC] CoreWeave shares tumble as bond yields near 15% on concern about AI borrowing binge

[Reuters] Wall St tumbles as hot CPI boosts rate-hike bets; banks, AI stocks weigh

[Yahoo/Reuters] Dollar hits fresh 18-month high as hot inflation boosts Fed hike expectations

[Reuters] Two ships sink near Hormuz after being hit by projectiles amid surge in attacks

[CNBC] How high inflation became a ‘fact of life’ in the U.S.

[Yahoo/Reuters] Major US banks post solid third quarter loan growth, but see more competition for deposits

[Reuters] As Wall Street banks finance and adopt AI, risks mount on both fronts

[Bloomberg] CoreWeave’s Bonds Turn Distressed, Drawing ‘Yikes’ From Musk

[Bloomberg] BofA Sheds $30 Billion in Value as Years of Lapses Come to Light

[Bloomberg] US Private Credit Stress Masked by Growing PIK Use, Moody’s Says

[Bloomberg] Bessent Pushes IMF on ‘Distortionary’ Policies, in China Signal

[NYT] 5 Costs That Jumped for Americans

[WSJ] The AI Boom Is Supercharging Wall Street’s Profits