Tuesday's News Links

[CNBC] Nasdaq rebounds as chip stocks bounce, Dow dragged lower by Apple shares: Live updates

[Yahoo/Reuters] Asian stocks retreat ahead of US midterms, oil steadies

[CNBC] U.S. crude oil falls below $95 per barrel as market hopes for diplomatic resolution to Iran war

[CNBC] Treasury yields rise as investors weigh midterm vote, jobs data and Iran tensions

[AP] Midterm elections live updates: Voters will decide control of Congress in major test of Trump’s second term

[Yahoo/Reuters] Investors ready for possible shake-up in Congress as Election Day arrives

[Yahoo/Bloomberg] US Voters Head to Polls in Biggest Referendum on Trump’s Presidency

[Yahoo/Bloomberg] A Guide to the US Midterm Elections' Biggest Questions

[AP] US strikes Iranian targets in the Strait of Hormuz, official says, leaving unclear what comes next

[Reuters] Oracle taps investors for $20 billion to finance AI expansion

[Axios] AI debt: Can't stop, won't stop

[Reuters] Global markets were already fragile. Big AI bets could break them

[Reuters] AI-related debt binge may pressure European bond markets

[CNBC] Australia hikes rates to 18-year high to fight inflation

[Reuters] World faces €30 trillion financing gap, Santander report warns

[Reuters] War widens in the Black Sea in a test of NATO red lines

[AP] Russian strikes choke Ukraine’s economy as steel shuts down and grain exports stall

[Bloomberg] Major Hedge Funds Mostly Lose in ‘Nowhere to Hide’ October

[Bloomberg] Oracle Is Near $10 Billion Share Sale at 11% Discount

[Bloomberg] Central Banks Buy Gold at Fastest Pace Since 2024, WGC Says

[Bloomberg] Nvidia Tells Data Center Clients to Trim China Business, FT Says

[Bloomberg] Wall Street Chiefs See Robust Demand for Massive AI Deals

[Bloomberg] Pimco CEO Warns AI Financing Is on Path to Become ‘Too Much’

[Bloomberg] Insurers Didn’t Learn From the Financial Crisis

[Bloomberg] Magic Johnson’s Trophy Insurer Is Tangled in Mark Walter’s Web

[Bloomberg] Huafa’s $62 Billion Debt Strain Shakes China’s Credit Market

[NYT] Midterm Elections Live Updates: A Divided Nation Votes to Decide Control of Congress

[WSJ] U.S. Strikes Iran’s Qeshm Island as Trump Talks Down War Risks

[WSJ] Hedge Fund Elliott Warns of FOGO: Fear of Getting Obliterated in the Market

[WSJ] Iran War Threatens Record Annual Drop in Global LNG Supply, IEA Says

[WSJ] They Built a $600 Million Luxury Tower in Downtown L.A. Now They’re Walking Away.

[WSJ] Beijing Reins In IPO Rush After AI Concerns Hit Stock Market

[WSJ] Russian Airstrike Kills 31 at Ukraine Aid Center

[FT] AI is making CDS great again

[FT] The risk of higher volatility in stocks is rising

[FT] Nvidia orders data centre clients to reduce China exposure

[FT] Apollo lends record $114bn as it piles into AI financing boom

[FT] The power problems holding back America’s AI ambitions

[FT] Russia unleashes massive attack on Ukraine’s energy infrastructure

Monday Evening Links

[CNBC] S&P 500 futures are flat as investors weigh Apple earnings; U.S. midterm elections loom: Live updates

[AP] More drops for AI and tech stocks overshadow gains for most of Wall Street

[Yahoo/Reuters] Trading Day: Oil slump no cure for AI angst 

[Yahoo/Reuters] US Treasury cuts fourth-quarter borrowing estimate to $618 billion

[Bloomberg] Nasdaq 100 Enters Correction as Megacap Results Amplify AI Fears

[Bloomberg] Apple’s Tightening Margins Overshadow Upbeat Holiday Forecast

[Bloomberg] Inspector General Hits Pulte Over ‘Unprecedented’ Obstruction

[WSJ] America’s Multi-Trillion Dollar AI Buildout Is on the Ballot—And Wall Street Is Watching

[WSJ] Apple’s Growth Machine Is Slowing. High Prices Might Not Save It.

[WSJ] Anthropic Investors Push for Cautious Valuation Closer to $1.5 Trillion

[FT] Apple warns on rising costs from memory chip shortage

Monday Afternoon Links

[CNBC] S&P 500 pulls back as tech stock losses outweigh cooler oil prices ahead of midterms: Live updates

[AP] US stocks turn unsteady following last week’s sell-off, but oil prices fall sharply

[Yahoo/WSJ] U.S. Treasury, European Bond Yields Fall as Oil Prices Drop

[Axios] Anthropic's spending commitments surge to nearly $900 billion

[Axios] Trump to Axios: "No rush" to decide on restarting war in Iran

[AP] Netanyahu is pressing Trump to attack Iran after the midterms, officials tell AP

[Yahoo/Reuters] US Treasury auction changes loom in 2027; dealers eye long-end cuts

[Axios] How deficits will shape 2028 politics

[Bloomberg] US Manufacturing Activity Accelerates as Production Picks Up

[Bloomberg] Millennium Pulls Over $1.5 Billion From Two External Hedge Funds

[Bloomberg] El Niño Could Raise US Inflation, Boost Jobs in 2027, Fed Study Says

[WSJ] America’s Gulf Allies Prepare for New Round of Strikes on Iran—and the Blowback

[FT] Benjamin Netanyahu presses Donald Trump for renewed strikes against Iran

[FT] AI build-out forecasts are increasingly reliant on Elon Musk telling the truth

[FT] What caused the $6.3bn Binance hack?

[FT] European supermarket freezers overheat in fresh cyber attack