Tuesday Evening Links

[CNBC] S&P 500 futures are little changed after massive rally lifts index to fresh record: Live updates

[Yahoo/Bloomberg] Oil Holds Two-Day Drop on Signs of Progress Toward Hormuz Deal

[AP] US stocks hit records as profits keep piling up for Palantir and others, while oil prices ease

[AP] Iran and Oman are working on a plan to reopen the Strait of Hormuz, and other Mideast developments

[AP] US job openings slip to 7.4 million, but labor market remains resilient in face of fighting in Iran

[Yahoo/Bloomberg] OpenAI Says Models Breached Boundaries During Outside Testing

[Bloomberg] Scott Bessent Draws on Hedge Fund Instincts to Help Rescue Yen

[Bloomberg] Fed’s Schmid Says Tighter Policy Needed to Reduce Inflation

[Bloomberg] Whale Rock Sank 22% as AI Selloff Crippled Hedge Fund Returns

[NYT] Warsh Wanted ‘Regime Change.’ A Reset Might Need to Come First.

[FT] Trump administration refunds $100bn in ‘liberation day’ tariffs