Sunday, October 25, 2026

Monday's News Linkd

[CNBC] Stocks rise to start the week as tech shares gain on Anthropic IPO enthusiasm: Live updates

[Reuters] Stocks, bonds edge up ahead of 'formidable' week for risk

[Yahoo/Reuters] Oil slips from near six-months highs despite supply concerns

[Yahoo/Reuters] Brazil's markets face selloff after Lula reelected

[Yahoo/Bloomberg] CoreWeave Rout Sends Warning Sign to Rest of the Stock Market

[CNBC] Neocloud stocks fall as Elon Musk says more than 200 of them face ‘guppy-level death’

[Yahoo/Bloomberg] Bitcoin Dips Below $80,000 as AI-Related Market Selloff Deepens

[AP] Artificial intelligence giant Anthropic files papers to sell shares to the public for the first time

[Reuters] From Amazon to Google, the deep-pocketed investors in Anthropic

[Yahoo/Bloomberg] SpaceX Agrees to $40 Billion Chip-Financing Deal With Apollo

[CNBC] Meta announces $95 billion stock offering to fund AI expansion

[Axios] Investors buckle up amid AI trade turbulence

[Axios] Big Tech's legal bill comes due — and AI is next

[AP] Saudi-led coalition says it has destroyed Yemeni rebels’ missile facilities, and other Mideast news

[AP] Home sellers are lowering their price and helping buyers to make a deal in a stagnant market

[AP] Lula is declared winner of Brazil’s election as Bolsonaro rejects results

[Reuters] Five economic challenges facing Brazil's re-elected President Lula

[Yahoo/Reuters] Euro zone firms find it harder to get credit, ECB survey shows

[Yahoo/Reuters] Asia-focused banks face capital squeeze due to inflation, bond turbulence

[Reuters] In China, the AI bubble has already burst

[Bloomberg] Fed Meeting Focus Turns to Warsh Messaging With December in Mind

[Bloomberg] Brazil Markets Brace for Rout on Lula’s Improbable Election Win

[Bloomberg] Bolsonaro Launches Longshot Bid to Annul Election Loss to Lula

[Bloomberg] Russia’s War on Ukraine Is Straining Food and Fuel Supply

[NYT] Meta and SpaceX to Raise Billions More to Fund A.I. Ambitions

[NYT] What’s Riding on Anthropic’s Market Debut? Nearly Everything.

[WSJ] Why the Fed Is Expected to Hold Rates Steady Despite a Case for Raising Them

[WSJ] The 19 People in the Room When the Fed Sets Interest Rates

[WSJ] U.S. Manufacturing Is Adding Jobs Again, but the Hiring Rules Have Changed

[FT] After stunning victory, Lula will face a deep hangover

[FT] Trump, Netanyahu and the politics of escalation against Iran

Sunday Evening Links

[Bloomberg] Lula Wins a Record Fourth Term in Brazil in a Surprise Comeback

[CNBC] Stock futures climb as traders try to recover from the S&P 500′s losing week: Live updates

[Reuters] Musk says SpaceX raised $40 billion in debt for GPUs

[Reuters] Brazil election live: Lula and Bolsonaro await voters' verdict as polls close

[Bloomberg] Trump Says Decision Time Nears on Iran: Deal or ‘Finish It Off’

[Bloomberg] A 50% Yield? The AI Trade Is Getting Wild

[Bloomberg] From Affordability to AI, The Issues Driving the US Midterms

[Bloomberg] The US-China Tech Cold War Is Moving Undersea

[Bloomberg] Why Xi Is Using China’s Fifth Plenum to Tighten Party Control

[WSJ] Blinder: Kevin Warsh, Forward Guidance and the Nobel Prize