Wednesday Afternoon Links

[CNBC] Dow falls 400 points as oil prices and bond yields creep higher: Live updates

[Reuters] Oil gains as Middle East hostilities flare

[CNBC] Leveraged ETF assets double in two months as investors press AI bet

[Yahoo/Bloomberg] US Forces Help Ships Leave Hormuz With Quiet Project Freedom

[Yahoo/Bloomberg] Rubio Says Trump Was Aware of Iran War Economic Fallout Risks

[Yahoo/Bloomberg] Pulte’s Job as Intelligence Boss Puts Spy Powers Law in Jeopardy

[Axios] Trump allies renew Greenland, Canada takeover talk

[Bloomberg] Fed’s Beige Book Shows Steady Employment, Higher Inflation

[Bloomberg] Bessent Invokes Language on Inflation That Caused Yellen Trouble

[Bloomberg] DoubleLine’s Cohen Says AI Bubble Is Coming to Credit Markets

[WSJ] U.S.-Iran Skirmish Spurs Deadly Drone Attack on Kuwait Airport

[WSJ] America’s Data-Center Build-Out Is Falling Way Behind Schedule

[WSJ] Trump Administration Turns to a New Rationale to Justify Old Tariffs

[FT] Donald Trump’s Iran war drains US oil stocks to lowest level since 2004

[FT] Warsh needs to separate his roles at the Fed