Wednesday's News Links

[CNBC] Asian software stocks plunge after U.S. peers decline on fears over AI-led disruption 

[Yahoo/Bloomberg] Gold Rebounds Above $5,000 as Historic Retreat Tempts Dip Buyers

[Yahoo/Reuters] Nvidia AI chip sales to China stalled by US security review, FT reports

[Bloomberg] Nvidia’s Doubts About OpenAI Are a Warning for Microsoft

[Bloomberg] China’s Services Activity Picks Up in Sign of Economic Momentum

[WSJ] America’s Critical-Minerals Strategy Looks Increasingly Chinese

[FT] Nvidia AI chip sales to China stalled by US security review

[FT] Banks seek out new buyers for Oracle data centre loans

[FT] The Treasury market is treading in dangerous waters

[FT] Reading the runes on a Warsh Fed