Wednesday's News Links

[CNBC] Stocks rise as traders evaluate latest raft of earnings; SpaceX shares surge: Live updates

[Yahoo/Reuters] Euro zone bond yields rise as French borrowing costs hit 24-year high

[CNBC] Australian data center operator NextDC’s shares plunge 40% after it slashes earnings forecast

[AP] Saudi capital’s airport opens to limited traffic, and other Mideast news

[CNBC] Mortgage rates drop for the first time in 2 months, but demand still falls further

[Axios] The AI trade gets a reappraisal

[Reuters] Anthropic logged net loss of over $80 billion in first half of 2026, WSJ reports

[Yahoo/Reuters] OpenAI says its AI agents weakened internal monitoring system

[Axios] AI is getting better at hacking power, water systems

[Yahoo/Reuters] UK Borrowing Exceeds Forecast in Final Data Before Budget

[Yahoo/Reuters] Analysis-Bond selloff revives debate about euro zone banks' 'doom loop'

[Reuters] Starlink access in Ukraine a decision for Musk, not White House, Rubio says

[AP] Trump envoy Witkoff meets Putin in St. Petersburg for Ukraine war talks

[Axios] Witkoff to present Putin with peace proposal after talks with Zelensky

[Reuters] Germany's military warns of 'significant' Russian sabotage threat

[Reuters] France to deploy troops, admits to failures over weekend unrest

[Reuters] El Nino 'wrecking ball' could cause record Pacific temperature rise, UN says

[AP] UN projections say world is losing ground in fight to curb climate change, faulting US a bit

[Bloomberg] Sticky Inflation Is Testing the Fed’s Resolve

[Bloomberg] Dudley: The AI Boom Is Setting Up the Fed for a Rate Seesaw

[Bloomberg] The Treasury Market’s New Power Brokers Are Pickier Than Ever

[Bloomberg] French Yields Hit 5%, Highest Since 2002, as Risk Gauge Climbs

[Bloomberg] Goldman Sachs Says War Spurs Sevenfold Jump in Oil Freight Rates

[Bloomberg] BOJ Likely to Keep Hiking Rates Every Quarter, Ex-Official Says

[Bloomberg] Thrown Punches and Missed Warnings: Inside a Billion-Dollar Fund's Collapse

[WSJ] Trump Says Data Centers Must Provide Their Own Electricity

[WSJ] Airfield Attack Marked Opening Shot in Putin’s Sabotage Campaign Against Europe

[FT] France’s borrowing costs hit 5% for first time since 2002

[FT] OpenAI ‘agents’ disabled their own monitoring systems

[FT] Macron hits out at ‘stupid’ Trump remarks about riots in France

[FT] Two Asian giants, one economic trap

[FT] Iran’s foreign minister: The false assumptions about us are dangerous

[FT] World headed for warming of 2.8C as fossil fuel emissions keep rising, UN warns

Tuesday Evening Links

[CNBC] Stock futures rise as traders evaluate latest raft of earnings; SpaceX shares surge: Live updates

[Axios] Space X and Tesla exploring merger, CEO Elon Musk says

[CNBC] Japan exports post huge miss in September as growth slows to 16.7%

[Bloomberg] Ken Griffin Says AI ‘Almost Certainly’ in a Bubble Right Now

[Bloomberg] Musk Gave Order to Slow Down Ukraine’s Starlink, WSJ Reports

[Bloomberg] US-Mexico Trade Talks Hit Impasse as Lutnick Exerts Influence

[Bloomberg] Ken Griffin Says Republicans Erred in Cutting Taxes Last Year

[WSJ] Musk Ordered Starlink Slowdown That Blindsided Ukraine

[WSJ] Larry Ellison Went on Borrowing Spree to Bankroll His Son’s Warner Bros. Bid

Tuesday Afternoon Links

[Yahoo/Reuters] Wall Street gains ground on healthcare stocks rally, oil retreat

[Yahoo/Reuters] Brent slips as Iran president discusses mediation with Pakistan army chief  

[AP] Houthis attack besieged city in Yemen that UN says is at ‘grave risk’

[AP] Zelenskyy says early warning system resumes following Rubio call

[Reuters] Russia expands attacks on energy facilities to western Ukraine

[Axios] Housing is grim for builders, buyers, and homeowners right now

[AP] Ahead of massive IPOs, AI companies are sketching plans to share their wealth

[AP] Alberta rejects a move toward independence from Canada in a victory for Carney

[Bloomberg] Oracle Data Center Fight Hands Activists Path to US-Wide Blitz

[Bloomberg] Why the Houthis Are So Hard to Defeat

[NYT] Trump Tariffs on Canada Spark Latest Lawsuit Over Trade Powers

[NYT] A ‘Doom Loop’ Threatens France as Populism Confronts Markets

[WSJ] The Biggest Inflation Contributor: Tariffs