Tuesday Afternoon Links

[Yahoo/Bloomberg] Stocks Hit as Nvidia Leads Selloff in Chipmakers: Markets Wrap 

[Yahoo/Bloomberg] Bond Rally Turns ‘Dangerous to Chase’ With Bets on Big Rate Cuts

[Yahoo/Bloomberg] Oil Erases 2024 Gain as Rising Supplies, Tepid Demand Fuel Gloom

[Bloomberg] Firms Pile Into Bond Market in Busiest Day on Record

[CNBC] Weak manufacturing measures raise specter of U.S. economic slowdown

[Yahoo/Bloomberg] US Manufacturing Activity Contracts for a Fifth Straight Month

[Reuters] US construction spending falls more than expected in July

[Yahoo/Bloomberg] Cliff Asness Is ‘Old Man Whinging’ as Markets Get Less Efficient

[Reuters] Russian missiles kill 51 in deadliest strike on Ukraine this year