Tuesday's News Links

[CNBC] Stocks rise as chip stocks gain for a second day, oil prices ease: Live updates

[Reuters] World stocks gain ahead of 'formidable' week for risk; oil prices fall

[Yahoo/Reuters] Analysis-Bond investors are thinking less about the Fed and more about AI, deficits

[AP] 5 things to watch from the Federal Reserve’s next meeting

[AP] Yemen’s Houthis say 2 killed as fighting around city of Taiz intensifies, and other Mideast news

[AP] Voters in Israel are deciding whether to oust Netanyahu after 3 years of war

[Axios] Israel braces for an election each side warns could bring ruin

[Yahoo/Reuters] US core capital goods rise in September; shipments accelerate

[Yahoo/Reuters] US single-family home prices rise further in August, FHFA says

[Yahoo/Bloomberg] Bank of Canada Seen Hiking as Oil Creates Stubborn Inflation: Decision Guide

[Yahoo/Bloomberg] French Banks to Face Investor Scrutiny Over Risks from Turmoil

[Yahoo/Reuters] Euro zone lending holds up even as banks tighten access

[Yahoo/Telegraph] French consumer confidence hits 13-year low after riots

[Yahoo/Reuters] Japan's September corporate services prices rise 3.7% yr/yr

[Reuters] Bank of Korea warns country's chip exports could fall by up to $100 billion if AI spending slows

[Reuters] Ex-BOJ chief Kuroda backs more rate hikes, his former deputy urges caution

[Yahoo/Bloomberg] Chinese Households Are Buying Gold’s Dip as Prices Test $4,000

[Bloomberg] Bond-Market Doubts Grow Over Gridlock as Cure for Deficit Angst

[Bloomberg] France’s Debt Reliance on Foreign Investors Exposes Risks

[Bloomberg] China 5-Year Yield Hits Record Low on PBOC’s Cash Injection

[NYT] The Fed Is Expected to Hold Rates Steady. Warsh Will Have to Explain Why.

[NYT] U.S. Pensions Are Riding the A.I. Wave. For Better or Worse.

[WSJ] Kevin Warsh Wanted the Fed to Be Quiet. Instead, It’s as Noisy as Ever.

[WSJ] A $300 Billion ‘Debt Wall’ Is Looming Over Private-Equity Backed Companies

[WSJ] The ‘Buy, Borrow and Die’ Wealth Strategy Has Become a $5 Trillion Market

[WSJ] Xi Wants to Play Peacemaker. Trump Has Other Ideas for a Historic Summit.

Monday Evening Links

[CNBC] Stock futures are little changed after Wall Street starts the week on a winning note: Live updates

[Yahoo/Reuters] Brazil stocks, real tumble as Lula win shifts investor focus

[Axios] The biggest surprises in Anthropic's IPO

[Yahoo/Bloomberg] Broadcom Arranges $63 Billion Deal to Finance Anthropic’s Chips

[Yahoo/Bloomberg] US-Canada Trade Talks Are Picking Up Pace But No Deal Yet, Carney Says

[Bloomberg] AI Funding Drives US High-Grade Bond Sales to Annual Record

[Bloomberg] Anthropic’s IPO Sets Up Defining Moment for Wall Street and AI Boom

[Bloomberg] Goldman’s $210 Billion Day of Deals Driven by AI Financing Fever

[Bloomberg] Memory Chip Giants Worth $2 Trillion Face Test to Prove AI Isn't a Bubble

[WSJ] Banks, Blackstone Form $63 Billion Financing Vehicle for Broadcom AI Tech

[FT] Brazil’s currency plunges most since 1999 after Lula’s surprise victory

[FT] Meta plans $95bn stock offering to bankroll AI expansion

Monday Afternoon Links

[Yahoo/Reuters] Wall St eyes best day in a month as Anthropic's IPO filing propels AI stocks 

[Reuters] Musk's grim outlook hits neoclouds as debt concerns mount

[Yahoo/Reuters] Euro falls against dollar; Brazilian real tumbles after Lula election win

[AP] Anthropic files for potentially the biggest IPO ever as CEO warns of risk to humanity from AI

[Axios] Anthropic's IPO filing outlines AI's extraordinary risks

[Yahoo/Reuters] Anthropic IPO filing to put AI investment boom to the test

[CNBC] Microsoft offers voluntary buyouts to 60,000 employees as AI leads to efficiency push

[Politico] Europe is living in a new ‘era of darkness,’ Finland’s Stubb warns

[Bloomberg] Goldman’s Pasquariello Says Tech Rout Casts Doubt on AI Trade

[Bloomberg] Citadel Securities’ Shah Says AI Trade Has No ‘Margin for Error’

[Bloomberg] Marathon’s Richards Warns ‘No Way Out’ for Beaten-Down CCC Debt

[Bloomberg] Shock Lula Win Derails $6 Billion in Equity Sales as Banks Reel

[Bloomberg] Brazil’s Richest Bankers Lose $10 Billion After Lula Victory

[NYT] Brazilian Markets Convulse After Unexpected Election Result

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

[WSJ] Brazilian Markets Crash After Lula’s Surprise Election Win Stuns Investors

[FT] ‘Bold but sane’: what we learnt from Anthropic’s 240,000-word IPO filing

[FT] Lula’s stunning comeback meets fiscal reality

[FT] Iran hosts regional powers for talks to prevent fresh escalation