Monday Afternoon Links

[Yahoo/Reuters] Stocks hold near record highs as AI optimism trumps Iran tensions

[Yahoo/Bloomberg] Oil Soars After Report Says Iran Is Set to Halt Messages With US

[Yahoo/Bloomberg] Iran Halts Talks With US and Threatens Full Hormuz Closure

[Reuters] Trump says no Israeli troops will go to Beirut after call with Netanyahu

[Axios] Lebanese official told U.S. that Hezbollah ready for full ceasefire with Israel

[Yahoo/Bloomberg] US Manufacturing Activity Expands by Most in Four Years

[Yahoo/Reuters] US construction spending beats expectations in April

[Yahoo/Bloomberg] Apollo’s Slok Says AI Will Dash Warsh’s Hopes for Quick Rate Cut

[Bloomberg] US Construction Spending on Data Centers Eclipses $50 Billion

[WSJ] Anthropic Files to Go Public in Blockbuster Year for IPOs