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Thursday, July 30, 2026

Thursday Evening Links

[CNBC] Nasdaq futures rise after strong rebound on Wall Street, Amazon surges after earnings: Live updates

[AP] Microsoft’s best day since 2008 leads US stocks, while inflation worries remain in the bond market

[CNBC] Amazon hikes 2026 capex to $220 billion due to higher memory costs

[Yahoo/Bloomberg] Trump Faces Escalation Conundrum as Iran War Flares Once Again

[AP] Here’s why new fronts seem to be opening up across the Middle East

[Yahoo/Bloomberg] Warsh Hints at New Inflation Roadmap, Stoking Investor Angst

[Yahoo/Bloomberg] ‘Talk Is Cheap’: Wall Street Delivers Harsh Verdict on Warsh Fed

[Yahoo/Reuters] Major central banks steer a cautious hiking path

[Bloomberg] Dudley: Kevin Warsh’s Approach to Fed Policy Is Deeply Flawed

[Bloomberg] How Warsh Left Investors Baffled at His Second Press Conference

[Bloomberg] Fitch’s Private Credit Default Rate Hit Record in Second Quarter

[Bloomberg] Situational Awareness Drops to $10 Billion as Citadel Steps In

[Bloomberg] Who Is Leopold Aschenbrenner and Why Is Wall Street Watching?

[Bloomberg] Record Fed Funds Short Hedging Rate Hike Unravels After Hold

[Bloomberg] Companies Are Cutting Costs By Skimping on Ingredients

[NYT] Bond Investors’ Inflation Angst Rises on Fed’s Lack of Guidance

[NYT] Floundering A.I. ‘Nostradamus’ Hedge Fund Is Rescued by Rival

[WSJ] Trump Looks Away From Iran’s Allies

[FT] Japan’s yen jumps 3% as speculation over intervention swirls

[FT] Kevin Warsh’s concerning communication style

[FT] Saudi Arabia announces maritime defence coalition as Houthi attacks threaten Red Sea route

[FT] CoreWeave bows to investor pushback on debt linked to Anthropic contracts

[FT] Citadel buys Situational Awareness equity holdings after steep AI losses