Thursday Afternoon Links

[Reuters] Nasdaq falls as Alphabet set for record loss amid AI spending woes

[AP] A potentially historic drop for Alphabet’s stock drags the US market lower

[Axios] The AI story is the macro story

[CNBC] Home prices fall and rents rise, both for the first time in three years

[Yahoo/Reuters] US inflation heats up in September; consumer spending rises

[Reuters] Wall Street's AI bet: Own the infrastructure, collect the rent

[Yahoo/Reuters] Central banks take a breather, though more hikes are to come

[Reuters] Bolsonaro's leadership claim fails to win support from allies in Brazil

[Bloomberg] Google Debt-Risk Gauge Rises as Earnings Revive AI Debt Jitters

[Bloomberg] Here’s How Much You’re Paying for Trump’s Tariffs and Iran War

[Bloomberg] ECB Officials Are Ready to Raise Interest Rates in December

[NYT] Inflation Accelerated in September, Fed’s Preferred Measure Shows

[WSJ] Federal Debt Hits 100% of GDP

[FT] New Jersey governor threatens to block delivery of Russian diesel cargoes

[FT] Two fears will decide the fate of Anthropic’s giant IPO

[FT] Investors double withdrawal requests at Partners’ flagship US private equity fund