Tuesday Evening Links

 [CNBC] Stock futures are little changed ahead of key earnings results from Nvidia: Live updates

[AP] Trump’s State of the Union will seek to calm voters’ economic concerns ahead of midterm elections

[AP] Hegseth warns Anthropic to let the military use the company’s AI tech as it sees fit, AP sources say

[Reuters] Investors brace for a State of the Union speech that may fuel anxiety

[Bloomberg] Fed’s Collins Says Rates Likely on Hold ‘For Some Time’

[Bloomberg] Bond Traders Are Betting on Fed Rate Cuts Spilling Into 2027

[Bloomberg] CoreWeave Seeks $8.5 Billion Loan From Banks Backed by Meta Deal

[Bloomberg] China's $112 Billion Cargo Gap Shows Record US Tariff Evasion

[Bloomberg] Trade Financer Raistone to Liquidate After First Brands Blowup

[NYT] Pentagon Gives A.I. Company an Ultimatum

[WSJ] AI-Induced Tech Selloff Spoils the IPO Parade

[WSJ] Russia’s Shadow War With Europe