Wednesday's News Links

[CNBC] S&P 500, Nasdaq gain as AMD leads tech trade comeback: Live updates

[AP] House returns for vote to end the government shutdown after nearly 2 months away

[CNBC] Tariffs thaw, rivalry simmers: U.S.–China trade truce enters uneasy phase

[CNBC] Mortgage demand from homebuyers hits highest level since September, despite rising interest rates

[Axios] Bessent says "substantial" relief imminent on coffee, fruit prices

[CNBC] AI stock boom leaves many behind, economist says: ‘It really widens the wealth and income gap’

[Yahoo/Reuters] White House explores rules that would upend shareholder voting, WSJ reports

[Yahoo/Reuters] Trump to host JP Morgan's Dimon, other Wall Street CEOs at White House dinner

[Yahoo/Bloomberg] Japan’s Finance Chief Issues Fresh FX Warning as Yen Nears 155

[Yahoo/Bloomberg] China Deploys ‘Big Data’ in Crackdown on Overseas Trading Income

[Yahoo/Bloomberg] RBA Warns of Market Complacency Toward Rising Geopolitical Risks

[Axios] Influential study sees momentum ebbing on cutting global CO2 emissions

[Bloomberg] Car Loan Delinquencies Hit Record for Riskiest Borrowers

[Bloomberg] Private Companies Are Being Taken Over by Lenders at Brisk Pace

[Bloomberg] Hedge Fund Giants Are Muscling Into Red-Hot Private Markets

[Bloomberg] China’s Purchases of US Soybeans Stall Despite Trade Truce

[Bloomberg] Takaichi Says BOJ Policy Is Very Important for a Strong Economy

[Bloomberg] Australian Home Loans Soar to Record, Reinforcing RBA Pause

[NYT] Who Pays When A.I. Is Wrong?

[WSJ] The Fed Is Increasingly Torn Over a December Rate Cut

[WSJ] The AI Boom Is Looking More and More Fragile

[WSJ] America’s Chip Restrictions Are Biting in China

[WSJ] What the Looming Fall of a Ukrainian City Says About Putin’s War

[FT] How K-shaped is the economy, really?

[FT] Germany risks ‘squandering’ growth from debt bazooka, warn top advisers

[FT] Markets should pay heed to the affordability squeeze

[FT] Elliott seeks to reassure investors as long-term returns fall behind S&P 500

Tuesday Evening Links

[CNBC] Stock futures little changed after Dow notches record high: Live updates

[AP] What to know about Trump’s plan to give Americans a $2,000 tariff dividend

[Reuters] Stocks shine as foreigners add $27 billion to EM portfolios in October, says IIF

[Bloomberg] Regulators Move to Finalize Bank Capital Plan Tied to Treasuries

[Bloomberg] China Accuses US of Orchestrating $13 Billion Bitcoin Hack

[WSJ] Three AI Megadeals Are Breaking New Ground on Wall Street

[WSJ] Fannie Mae Watchdogs Probed How Pulte Obtained Mortgage Records of Key Democrats

[WSJ] Arrival of U.S.’s Largest Warship Ratchets Up Pressure on Venezuela

[FT] Warnings from the private credit wobble

Tuesday Afternoon Links

[CNBC] Nasdaq falls as tech shares come under pressure again; S&P 500 is little changed: Live updates 

[Yahoo/Bloomberg] CoreWeave Drops After Lowering Outlook on Capacity Crunch

[Axios] Trump claims tariff "unwind" would cost $3 trillion

[Reuters] Venezuelan military preparing guerrilla response in case of US attack

[Bloomberg] The AI Bubble Is Ignoring Michael Burry’s Fears

[Bloomberg] Bitcoin Traders Are Still Rattled After $340 Billion Wipeout

[Bloomberg] Russia's Sliding Oil Flows and Prices Strain Putin’s War Chest

[WSJ] Job Seekers Stare Down a Gloomy Holiday Hiring Season

[WSJ] Pakistan Points Finger at India Over Suicide Blast