Tuesday Afternoon Links

[CNBC] Alphabet shares drop 9% on company revenue miss

[Yahoo/Bloomberg] Tech Hit in Late Hours as Alphabet, AMD Tumble: Markets Wrap

[Yahoo/Bloomberg] AMD Data Center Sales Miss Estimates in Sign of AI Slowdown

[Yahoo/Bloomberg] Traders Turn More Neutral on US Bonds as Tariffs Cloud Outlook

[Axios] Trump's perplexing tariffs goals

[Axios] Senate GOP plots to bypass Mike Johnson on reconciliation

[Yahoo/Bloomberg] Trade War Reality Greets Chinese Traders on Holiday Return

[AP] Trump suggests displaced Palestinians in Gaza be ‘permanently’ resettled outside war-torn territory

[AP] Trump says he’s given advisers instructions for Iran to be ‘obliterated’ if it assassinates him

[Bloomberg] DeepSeek’s Breakthroughs Are Too Big for the US to Ban

[Bloomberg] Daly Says Fed Can Take Its Time Reacting to Trump Policies

[Bloomberg] Inside Elon Musk’s Attack on the US Government

[Bloomberg] World Has Record Hot January Despite Outlook for La Niña Cooling

[NYT] S.E.C. Moves to Scale Back Its Crypto Enforcement Efforts

[NYT] The Newest, Biggest Investment Fund: The United States Government?

[WSJ] How U.S.-China Tariffs Will Work—and What’s in Store for Mexico and Canada

[WSJ] House Republicans Are Split on How Deeply to Cut Federal Spending