Wednesday Evening Links

[CNBC] Stock futures are little changed as traders mull over earnings from Nvidia and Salesforce: Live updates

[CNBC] Nvidia reports earnings and guidance beat as AI boom pushes data center revenue up 75%

[Axios] Tech giants to sign AI electricity pledge next week

[Axios] Trump told Zelensky he wants to end war ASAP in call

[Reuters] Government spending lifts global debt to a record $348 trillion in 2025, says IIF

[Reuters] BOJ chief flags March, April rate-hike chance in Yomiuri interview

[Bloomberg] Salesforce Gives Disappointing Sales Outlook, Feeds AI Fears

[Bloomberg] Bowman Says Banks Need ‘Flexibility’ to Compete With Non-Banks

[Bloomberg] Wall Street Doesn’t Know What to Think About AI Anymore

[WSJ] The $130 Billion Race for Companies to Get Their Tariff Money Back

[WSJ] White House Says Iran Is Close to Weapons-Grade Nuclear Material. Experts Say No.

[WSJ] Fed’s Bostic Says People Have Begun to Doubt Fed Independence

[WSJ] Americans Are Leaving the U.S. in Record Numbers

[FT] Defence and AI spending sends global debt to record $348tn