Thursday's News Links

[CNBC] Stocks sell off as Meta and Tesla lead AI trade lower and oil rises: Live updates

[CNBC] China’s stock market sinks into bear territory as CSI 300 extends 10-week rout

[CNBC] Treasury yields fall as investors weigh Middle East tensions and assess fresh jobs data

[Reuters] Oil jumps on escalating Middle East conflict

[Yahoo/Reuters] French debt risk premium reaches euro zone sovereign crisis levels

[AP] Iran says 7 tankers were damaged in the Strait of Hormuz, and other Mideast news

[Reuters] Iran's IRGC Navy says seven vessels hit, warns US of wider response

[CNBC] U.S. pulls diplomats from Saudi Arabia as it reportedly readies Iran strikes after midterms

[AP] US jobless claims fell to 194,000 last week, lowest since July

[Yahoo/Reuters] Analysis-Investors see risk from US midterms to AI trade as data center backlash builds

[Yahoo/Bloomberg] Meta Reports $825 Billion in Future Spending Commitments

[Axios] The AI boom has a new complication: falling prices

[Bloomberg] Meta Credit Risk Gauge Hits Fresh High on AI Spending Plans

[Bloomberg] How Soaring AI Bills Are Vexing Wall Street Executives

[Bloomberg] A US Family’s Annual Healthcare Plan Now Costs More Than $28,000

[Bloomberg] Sudden CLO Unwind at Crescent Wipes Out Owners of Riskiest Debt

[Bloomberg] What Different US Midterm Outcomes Could Mean for Markets

[Bloomberg] Hedge Funds Pile Into Shorts as Goldman Flags Stock Squeeze Risk

[Bloomberg] Russian Drones Are Already Killing People Within EU Territory

[NYT] U.S. and Israel Draw Up Plans for Renewed Strikes on Iran After Elections

[NYT] Global Rush to Fix Security Flaw Uncovered by A.I. Leaves Sites Offline

[NYT] Employers Shift Rising Health Care Costs Onto Millions of Workers

[NYT] Tesla Profit Slumps as Musk Pours Money Into A.I. and Robots

[NYT] Putin Nears a Prize: Restoring Ties With the U.S. While Giving Up Nothing

[WSJ] France’s Debt Crisis Deepens as Foreign Investors Look for the Exit

[WSJ] Higher Deductibles, Bigger Premiums: Rising Healthcare Costs Hit Employees

[WSJ] The Superrich Are Buying $100 Million Mansions Just to Tear Them Down

[FT] A bond is like a party balloon

[FT] Europe’s bracing reality on US bond yields

[FT] China steps up ‘grey zone’ tactics to isolate Taiwan and punish its allies

[FT] Websites taken offline in race to patch PHP security flaw

[FT] Russia drops cluster warheads on Kyiv after Witkoff-Putin peace talks

Wednesday Evening Links

[CNBC] Stock futures tick lower as investors digest earnings from Meta and Tesla: Live updates

[Yahoo/WSJ] French Bond Yields Hit Multiyear Highs, U.S. Treasury Yields Edge Higher

[CNBC] CoreWeave’s market confidence erodes as bond yields spike and stock sinks

[Reuters] US orders diplomats to depart Saudi Arabia amid Houthi strikes

[AP] Saudi authorities say 2 killed by falling debris at oil facility following a drone attack in Kingdom

[CNBC] Trump denies ordering Starlink slowdown in Ukraine, says he doesn’t know who did

[Axios] White House to Politico: Retract stories or face "consequences"

[Bloomberg] Oil Rises as Deadly Saudi Attack Fans Middle East Supply Fears

[Bloomberg] Nvidia Is AI’s Central Bank. Now Jensen Huang Must Step Up

[FT] Scott Bessent shrugs off ‘systemic’ AI risks at closed-door investor conference

[FT] US orders some personnel to leave Saudi Arabia after Houthi attacks

Wednesday Afternoon Links

[AP] Wall Street ticks higher after SpaceX helps lift AI stocks

[Axios] The oil market's 2027 relief hopes are fading fast

[Yahoo/Bloomberg] US to Tap National Diesel Reserve as Prices Soar Before Election

[Yahoo/Bloomberg] BOE’s Bailey Defends Speaking Out Over Trump Attacks on Powell

[Yahoo/Telegraph] Germany’s top banker sounds alarm over French debt crisis

[Axios] Putin tells Witkoff he is ready to resume direct peace talks, Russia releases U.S. detainee

[AP] Putin agrees to resume three-way talks on Ukraine war with Kyiv and Washington, Kremlin says

[Bloomberg] SpaceX Bonds Weaken, Credit Risk Gauge Worsens On Debt Fears

[Bloomberg] Argentina’s Bond Selloff Blindsides Bulls as Election Fears Grow

[Bloomberg] Money Managers Say There’s Nowhere to Hide as Super El Niño Forms

[NYT] Senator Asks 4 Accounting Giants to Describe Malta Tax Advice

[WSJ] AI Just Found a Bug That Puts up to 70% of the World’s Websites at Risk

[WSJ] Lawmakers Call For Musk Probe Over Starlink Slowdown In Ukraine

[WSJ] Stagnant Housing Market? Not for Luxury Homes

[FT] UK inflation and borrowing top forecasts in blow to John Healey