Thursday's News Links

[CNBC] Stocks climb as investors jump back into tech stocks following rate cut: Live updates

[CNBC] Intel surges 30% as Nvidia to invest $5 billion in chipmaker, co-develop data center and PC chips

[Yahoo/Bloomberg] China’s Showcase of AI Chip Prowess Triggers $240 Billion Rally

[AP] US jobless aid applications retreat to 231,000 after surging to nearly 4-year high a week earlier

[AP] Federal Reserve shows unexpected unity, independence as it weathers Trump’s attacks

[Yahoo/Reuters] Miran's Fed dissent makes a splash, fails to sway the outcome

[Axios] Fed meeting hints at new future of the central bank

[Yahoo/Reuters] Bank of England slows pace of bond rundown and keeps rates on hold

[AP] Strikes and protests roil France, pitting the streets against Macron and his new prime minister

[Yahoo/Bloomberg] Disney Pulls ‘Kimmel Live’ Over Host’s Kirk Remarks

[Axios] Media's MAGA makeover

[Reuters] China's DeepSeek says its hit AI model cost just $294,000 to train

[Axios] Amodei on AI: "There's a 25% chance that things go really, really badly"

[Bloomberg] Dudley: The Three Takeaways From the Fed’s Interest Rate Decision

[Bloomberg] Summers Says Fed Policy ‘On the Loose Side,’ Inflation Top Issue

[Bloomberg] Powell Rallies Fed Colleagues as Economic, Political Risks Grow

[Bloomberg] The Bond Market Won't Like These Fed Rate Cuts

[Bloomberg] Spencer Cox Is a Lonely Voice in an Age of Rage

[Bloomberg] China Banks Amped Up $10 Trillion Bond Bet Just as Market Peaked

[Bloomberg] Huawei Unveils New AI Chip Tech to Challenge Nvidia’s Dominance

[Bloomberg] China’s Defense Minister Warns on Taiwan, Condemns ‘Bullying’

[Bloomberg] Why Is China Stockpiling So Much Oil?

[Bloomberg] Global Water Cycle ‘Erratic’ in 2024, Leading to Floods, Drought

[NYT] ABC Pulls Jimmy Kimmel Off Air for Charlie Kirk Comments After F.C.C. Pressure

[NYT] Russia, China and Iran Use Kirk’s Murder to Stoke Conspiracy Theories and Division

[WSJ] Powell’s Last Stand: Balancing a Tricky Economy and Intense Political Pressure

[WSJ] What Decides Where Mortgage Rates Go From Here

[WSJ] Inside the Room Where CEOs Say What They Really Think of Trump’s Policies

[WSJ] Huawei Unveils AI Chip Pipeline as Tech Rivalry Heats Up

[WSJ] China Hardens Military Stance Against U.S. With Nuclear Weapons and Tough Talk

[FT] Trump tariffs could fund bailout for US farmers, says agriculture secretary

[FT] BoE holds interest rates at 4% and slows ‘quantitative tightening’

[FT] BoE signals crackdown on offshore reinsurance risk in pensions