Tuesday's News Links

[CNBC] Nasdaq falls as AI trade resumes sell-off: Live updates

[CNBC] Data center stocks slide as Korea IPO plunges 30%, pressuring tech sentiment

[Yahoo/Reuters] Shares down again as oil stays high; AI earnings in focus

[Yahoo/Reuters] Brent hits five-month high as attacks on ships, Saudi sites fuel supply worries

[Yahoo/Reuters] French bond yields near 24-year high as new protests loom

[Yahoo/Bloomberg] French Bond-Risk Gauge Hits 150 Basis Points After Protests

[Axios] The deficit is getting real expensive to deal with

[Axios] Exclusive: The AI race is hitting an energy wall

[Yahoo/Reuters] US single-family housing starts, building permits tumble in September

[Yahoo/Bloomberg] Home Insurance Tops Property Taxes in Squeeze for US Households

[Axios] How the energy crisis could become a food security crisis

[AP] From France to Albania, social unrest is setting Europe’s streets ablaze

[Reuters] Ukraine's Zelenskiy says US decisions on Ukraine hard to explain

[AP] Alberta rejects a move toward independence from Canada in a victory for Carney

[Reuters] Giant ‘heat storms’ are scorching the Earth. This is the story of the biggest one on record.

[Bloomberg] Iran Strikes More Ship Engine Rooms in Ramp-Up of Hormuz Attacks

[Bloomberg] Treasuries Losing Luster as Hedge Tool, Citi Australia CEO Says

[Bloomberg] The AI Buildout Is Nearing Its Existential Phase

[Bloomberg] CoreWeave’s Bond Rout Should Make the Fed Cautious

[Bloomberg] France’s Fiscal Mess Has Only One True Solution

[Bloomberg] French Bond Rout Highlights Capital Fight, BlackRock’s Li Says

[NYT] Trump’s Push for Deals With Russia Powers His Frustration With Ukraine

[NYT] Trump Announces $8 Billion Plan to Cover Farm Losses

[NYT] It’s Not Just France. Europe’s Political Center Is Crumbling.

[FT] Is CoreWeave the Silicon Valley Bank of 2026?

[FT] What has actually battered the bond market?

[FT] AI debt worries spark surge in default insurance trading

[FT] Older Americans brace for higher healthcare costs

[FT] Iran war tilts balance of global oil power towards Americas

[FT] Japan ‘months’ from running out of critical rare earth as China squeezes supply

[FT] Insurers face losses as riots in France become ‘like natural catastrophes’