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Thursday, July 30, 2026

Friday's News Links

[CNBC] Nasdaq rises as Wall Street rebounds; South Korea’s Kospi soars 15%: Live updates

[AP] South Korea’s Kospi index jumps more than 18% on a surge of chipmaking stocks

[CNBC] Oil prices move higher as recovering Hormuz Strait traffic tempers war premium

[Reuters] Stocks climb as strong tech results reignite AI trade, yen swings

[Yahoo/Bloomberg] Dollar Heads for Worst Week in Three Months as Fed Doubts Grow

[Yahoo/Reuters] Rare Japan-Korea joint intervention sends strong message to markets

[Reuters] Fed chief Warsh faces hard choice on inflation after bond market's 'red flag'

[Yahoo/Reuters] Fed's Hammack says tighter monetary policy needed to cool inflation

[Yahoo Finance] Trump administration rolls back red tape on smallest US banks to boost lending

[Reuters] BOJ keeps rates steady, delivers hawkish signal as government props up yen

[Reuters] What is AI model distillation and why is it becoming a US-China flashpoint?

[Reuters] Brazil's budget deficit nears pandemic-era levels as fiscal concerns linger

[Bloomberg] Fed Dissenters Say Rate Hikes Needed to Tame High Inflation

[Bloomberg] Citadel’s Big Buy Halts Downward Spiral in Still-Frothy AI Trade

[Bloomberg] Traders Gird for More S&P 500 Volatility as Marco Risks Rise

[Bloomberg] China’s Factories, Construction Slump in Sign Slowdown Spreading

[Bloomberg] Taiwan’s Economy Clocks Fastest First-Half Growth Since 1976

[NYT] Larry Ellison Bet It All on the A.I. Boom. Will He Be the Face of the A.I. Bubble?

[NYT] Inflation Worries Prompted Fed Officials to Dissent on Holding Rates Steady

[NYT] Europe Is Caught Between Low Gas Reserves and Rising Prices From Iran War

[WSJ] Kevin Warsh’s Honeymoon With the Bond Market Is Already Over

[WSJ] Two Fed Officials Say Inflation Should Have Prompted Higher Rates

[WSJ] Situational Awareness Down 67% in July in AI Stock Rout

[WSJ] Tankers Are Being Blown Out of the Water. See How Mideast Strikes Are Piling Up.

[WSJ] Pentagon Commits Over $120 Billion for Patriot Missiles, Submarines

[WSJ] The Rising Number of Uninsured Patients Starts to Hit Hospitals

[WSJ] Bank of Japan Stands Pat, Continues to See Inflation Around 2%

[FT] Big Tech AI spending spree tops $1tn

[FT] How Leopold Aschenbrenner, the ‘golden child’ of the AI trade, was laid low

[FT] Anthropic’s Claude AI models hack into 3 outside groups during testing

[FT] Federal Reserve rate dissenters warn of challenges in taming inflation

[FT] Bank of Japan governor vows not to ‘fall behind the curve’