Thursday Evening Links

[CNBC] Stock futures are little changed after tech sector sell-off: Live updates

[Yahoo/Reuters] S&P 500, Nasdaq end sharply lower as revived AI doubts ignite tech selloff

[AP] Sharp drops for AI stocks overwhelm markets worldwide as oil prices jump

[Yahoo/Reuters] Yen jumps as oil, AI and France worries rattle markets

[Axios] How the French bond drama affects U.S. markets

[AP] US Treasury proposes a rule to crack down on high-tech investments in China, other adversaries

[Axios] U.S. manufacturing's rebound is lopsided

[Reuters] Flavio Bolsonaro and Lula about even ahead of Brazil runoff, Datafolha poll shows

[Bloomberg] Oil Holds Biggest Gain in Week as Saudi Attacks Fan Supply Risks

[Bloomberg] Traders’ Cost of Hedging Against Big Treasuries Rally Is Soaring

[Bloomberg] US Life Insurers’ Exposure to AI Jumped 24% from January to June

[Bloomberg] Oil Tankers Sailing the US-China Route Are Commanding $60 Million and It’s Crushing Demand

[Bloomberg] Russia Looking to Escalate War, Not End it, Romanian Leader Says

[NYT] Home Prices Are Starting to Fall in Some Pockets of the U.S.

[WSJ] Meta’s Hunt for AI Capital Strikes a Raw Nerve on Wall Street

[WSJ] Trump Called Musk and Asked Him to Lift Ukraine Starlink Restrictions

[FT] OpenAI trims valuation target to $1.25tn after pitching higher price