Monday, October 12, 2026

Tuesday's News Links

[CNBC] S&P 500 is flat after bank earnings deluge; Nasdaq slides on chip stock weakness: Live updates

[AP] South Korea’s Kospi index sinks more than 7% on semiconductor share sell-off over AI boom worries

[Yahoo/Bloomberg] Cracks Grow Across the AI Trade as Memory-Chip Stocks Tumble

[CNBC] Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict

[CNBC] IMF warns bond yields could see a ‘disorderly’ spike as debt, inflation risks worsen 

[Yahoo/Reuters] AI investment props up global growth, but war and debt threaten outlook, IMF says

[AP] Houthi rebels report airstrikes in Yemen, and other Middle East developments

[Yahoo/Bloomberg] Fed’s Waller Says Higher US Yields Could Help Cool Demand

[Yahoo/Bloomberg] Trump’s Diesel Deal Irks Allies and Is Unlikely to Reduce Prices

[Yahoo/Bloomberg] BofA Poll Shows Investors Most Exposed to Tech Stocks Since 2020

[Yahoo/Reuters] Japan's wholesale inflation remains elevated, keeps alive BOJ rate-hike view

[Bloomberg] US Small-Business Optimism Falls on Dimmer Economic Outlook

[Bloomberg] Surging Bond Yields Are Top Risk to Financial System, IMF Says

[Bloomberg] Power and Talent Biggest AI Bottlenecks, Say Data Center Firms

[Bloomberg] The AI Industry Isn’t Ready for the Coming AI Catastrophe

[Bloomberg] Hyperscaler Debt Binge Risks Curbing Access for Emerging Nations

[Bloomberg] Trump Says He Does Not Believe Russia and China Are Helping Iran

[Bloomberg] Euro Repo Traders Turn to Humans Over Machines in Flight to Cash

[Bloomberg] French Student Protests Enter Third Week as Budget Debate Starts

[Bloomberg] BOJ Is Said to Lean Against Back-to-Back Rate Hike in October

[NYT] Higher Interest Rates Take Bite Out of JPMorgan’s Profits

[NYT] The Forces Driving Up Bond Yields Take a Troubling Turn

[NYT] I.M.F. Warns Mideast War Will Widen Gap Between Rich and Poor Countries

[NYT] After Russian Diesel Deal, Trump Faces New Crisis Over Ukraine

[NYT] How Climate Change Is Causing ‘the Gentrification of Seafood’

[WSJ] JPMorgan, Goldman Profit Jumps as Banks Kick Off Earnings

[WSJ] Iran Is Fortifying Nuclear Sites and Rallying Its People for a Return to Fighting

[WSJ] Blackstone-Backed Hyperscale Data-Center Operator Delays Singapore IPO

[WSJ] Europe Heads Into Winter With Low Gas Reserves, Uncertain Gulf Supplies

[FT] Ships in Hormuz strait hit by worst spate of attacks since start of war

[FT] Top economies heading for biggest budget deficits since Covid, IMF warns

[FT] Why Trump is going for Zelenskyy’s jugular

[FT] How governments spend money