Wednesday Afternoon Links

[Yahoo/Reuters] S&P 500, Nasdaq rise over 1% as CoreWeave results calm AI spending jitters

[Yahoo/Reuters] Oil up 2% as Iran official says country will keep enriched nuclear material

[Yahoo/Reuters] Dollar advances as markets price in December Fed rate hike

[AP] How Nvidia CEO Jensen Huang’s extramarital affair could cause collateral damage in Washington

[CNBC] Analysis: Is Nvidia too big to fail? Its AI financing web raises the stakes

[Axios] Scoop: Bessent confronts Lutnick in Situation Room over China inaction

[Bloomberg] What’s Next for Anthropic’s Mega-IPO: Five Things to Watch

[Bloomberg] Sixth Street CEO Warns AI Race Rife With ‘Speculative Behaviors’

[Bloomberg] Calpers Board Member Says AI Now Poses a ‘Stranded Asset’ Risk

[Bloomberg] Data Center Gas Plants to Lift US Power Emissions 10%, BNEF Says

[Bloomberg] London Aluminum Market Faces Biggest Supply Squeeze in Decades

[Bloomberg] Deadly Screwworm Spreads Fast With Milder Weather Fueling Resurgence

[NYT] Trump Officials Clashed Over Firm at Heart of Nvidia Affair

[WSJ] Rove: What if Trump Still Thinks He’s Winning?