Monday, February 16, 2026

Tuesday's News Links

[CNBC] Stocks fall to start shortened week as tech and software shares slide: Live updates

[AP] Shares fall in Japan, while most of Asia’s markets are shut for the Lunar New Year holiday

[Yahoo/Bloomberg] Bitcoin Declines as Geopolitical Tension Adds to Risk-Off Mood

[Yahoo/Bloomberg] Gold and Silver Decline With China Closed for Lunar New Year

[Yahoo/Bloomberg] BofA Survey Shows Investor Worry Over Capex Race at Record High

[Axios] Big Tech bets big on bonds

[Axios] AI concentration is everywhere

[Yahoo/Reuters] Warsh may want a smaller Fed balance sheet, but that's hard to achieve

[Axios] Trump: Iran doesn't want consequences of not making nuclear deal with U.S.

[Reuters] Trump says he will be involved indirectly in Iran talks

[Yahoo/Bloomberg] Iran Says It’s Closing Parts of Hormuz Strait as US Talks Resume

[Reuters] Ukraine, Russia begin Geneva talks as Trump piles new pressure on Kyiv

[Reuters] Kremlin aide warns West over seizure of Russian vessels

[Bloomberg] How Real Is a $1.6 Trillion AI Backlog?

[Bloomberg] New York Factory Activity Expands for Second Month While Outlook Improves

[Bloomberg] Fed’s Goolsbee Sees Several Rate Cuts If Inflation Heads Lower

[Bloomberg] The Office Market Is as K-Shaped as the US Economy

[Bloomberg] BIS Warns SRT Loans Are ‘Blind Spots’ for Banking Watchdogs

[Bloomberg] Trump Says He’ll Soon Make Decision on Weapon Sales to Taiwan

[WSJ] Micron Is Spending $200 Billion to Break the AI Memory Bottleneck

[WSJ] What Washington Won’t Talk About

[WSJ] Iran’s Two-Pronged Approach to Trump: Concessions and Saber Rattling

[WSJ] U.S. Plans to Deploy More Missile Systems in the Philippines, Challenging China

[FT] US investment grade credit markets care about the tech wreck, just not very much

[FT] Investors expect ‘Warsh trade’ to weaken dollar, BofA survey shows

[FT] The housing market is not getting much better

[FT] Global regulators fret about banks’ rising use of credit risk transfers

[FT] Why rivers in the far north are turning orange