Thursday Afternoon Links

[Reuters] Wall St falls as tech earnings spark AI spending worries; oil hits $100

[CNBC] Brent crude crosses $100 after tankers reportedly struck off Saudi Arabia

[Axios] Exclusive: Trump "close" to decision on "massive attack" on Iran

[Reuters] Iran flew IRGC commanders, missile gear to Yemen's Houthis, sources say

[Reuters] US House passes $1 trillion defense bill despite Iran, Israel concerns

[Reuters] US Treasury bill issuance grows, heightens long-term risk

[AP] Average 30-year US mortgage rate climbs to 6.58%, highest level in nearly a year

[Yahoo/Reuters] US trade chief Greer aiming for 'interim arrangements' on USMCA by year end

[Reuters] Mexican economy falters in May as construction dips

[Bloomberg] Magnificent 7 Loses $767 Billion as AI Skeptics Dump Tech Stocks

[Bloomberg] Heat Worries US Wheat Farmers Just as Crop Prices Are Surging

[NYT] Iran War Live Updates: Attacks in Red Sea Send Oil Prices Over $100 a Barrel

[NYT] Trump Prepares Yet Another Strategy to Resurrect Global Tariffs

[FT] Hedge funds grow at fastest rate in history as AI boom lifts markets