Thursday's News Links

[CNBC] Stocks jump after lighter-than-expected CPI, strong Micron earnings: Live updates

[CNBC] 10-year Treasury yield slides after much lighter November inflation than expected

[CNBC] November consumer prices rose at a 2.7% annual rate, lower than expected, delayed data shows

[AP] US jobless claim applications fell by 13,000 last week as layoffs remain low

[Axios] Why Oracle keeps sparking AI-bubble fears

[Yahoo Finance] AI data centers are eating the memory industry, and it could hurt your wallet

[Axios] How to monitor tech debt that could fuel an AI bubble

[Axios] America's data center growth hot spots, mapped

[Yahoo/Bloomberg] JPMorgan Quants Warn of ‘Extreme Crowding’ in Speculative Stocks

[AP] Trump gives a partisan prime-time address insisting the economy is stronger than many voters feel

[Yahoo/Bloomberg] Bessent’s 2025 Saw Powell and Argentina Rescues, Deficit Angst

[Yahoo/Bloomberg] South Korea Is Pulling Out All Stops to Try to Prop Up Won

[AP] US announces massive package of arms sales to Taiwan valued at more than $10 billion, angering China

[Politico] Putin calls European leaders ‘little pigs’

[Bloomberg] Fannie, Freddie IPO Under Trump Far From a Sure Thing, BI Report Says

[Bloomberg] Private Credit’s Secret Weapon for Deals Is Buying Up Bank Loans

[Bloomberg] Russia Warns of Claims Against European Banks Over Frozen Assets

[NYT] Why the Affordability Crisis Is Likely to Stalk Trump

[WSJ] Gold Increasingly Seen as Cornerstone Asset

[WSJ] Bank of England Cuts Rates While ECB Holds Steady

[WSJ] The $8 Billion Black Market for Venezuelan Oil Is Suddenly Closing Down

[WSJ] The Trump Family Business Empire Is Growing. We Mapped Out 268 Pieces of It.

[FT] US approves $11bn arms sale to Taiwan

[FT] Bank of England cuts rates by quarter point to 3.75%

Wednesday Evening Links

[CNBC] S&P 500 futures are little changed as inflation report looms: Live updates

[AP] More drops for AI stocks drag Wall Street to its worst day in nearly a month

[Yahoo/Telegraph] AI stocks slide as $10bn data centre funding falls through

[Reuters] US House passes Republican healthcare bill without ACA subsidy renewal

[Bloomberg] Bitcoin’s Silent Exodus Hits Crypto as Long-Time Buyers Cash Out

[Bloomberg] US CLO Sales Reach Fresh Record in 2025 as Demand Stays Strong

[Bloomberg] BOJ Is Expected to Raise Rate to Highest in 30 Years

[WSJ] Frustrated GOP Centrists Back ACA Vote, Siding With House Democrats

Wednesday Afternoon Links

[Reuters] Wall Street falls as Oracle's funding woes hit tech stocks 

[Yahoo Finance] Oracle stock sinks as reported AI data center snag puts rising debt in focus

[Reuters] Perfect storm of factors propels silver to record high above $65/oz

[Axios] GOP centrists help Dems defy Mike Johnson on ACA in stunning revolt

[Yahoo/Bloomberg] Moderate Republican Revolt to Force January Obamacare Vote

[Reuters] US Congress passes massive defense bill that includes support for Ukraine and Europe

[Reuters] Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips

[Yahoo/Bloomberg] US Readies New Russia Sanctions If Putin Rejects Peace Deal

[Axios] Ukraine's defense minister warns Europe: Act now

[FT] Jimmy Lai’s conviction is ominous for Hong Kong