Monday's News Links

[Reuters] Stocks cautious as Nvidia earnings test looms

[CNBC] Alibaba is helping Chinese military target the U.S., White House memo claims: FT

[Yahoo/Reuters] Japan's economy contracts for first time in six quarters

[Reuters] In a first, Taiwan to distribute security handbook to all households as China threat rises

[Bloomberg] Bitcoin Humbles Wall Street Faithful After $600 Billion Plunge

[Bloomberg] China Escalates Japan Spat With Threats of Economic Reprisal

[Bloomberg] Japan Calls China’s Travel Warning Unacceptable as Spat Simmers

[Bloomberg] Japan’s Falling GDP Backs Takaichi’s Case for Big Fiscal Package

[Bloomberg] Goldman Sees Higher Japan Bond Premium as Fiscal Worries Return

[WSJ] Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy

[WSJ] White House Hunts for Ways to Lower the Cost of Living

[FT] Private credit pushing reinsurers into riskier business, industry warns

[FT] Number of new foreign students in US falls by 17% over visa worries

[FT] Japan’s economy shrinks as US tariffs weigh on exports

[FT] Japan dispatches envoy to China as tensions soar