Thursday Afternoon Links

[CNBC] Dow jumps more than 300 points as chip, bank stocks rally: Live updates

[Yahoo Finance] Oil tumbles 4% as Trump remarks ease investor worries of a US strike against Iran

[Yahoo/Reuters] Erosion of Fed independence would be 'credit negative' for US rating, Fitch says

[Yahoo Finance] Fed's Barr: DOJ probe is 'an assault on the independence of the Fed'

[CNBC] Taiwan will invest $250 billion in U.S. chipmaking under new trade deal

[Yahoo/Reuters] Taiwan chip deal is worth a total of $500 billion, US Commerce Secretary Lutnick says

[Bloomberg] Fed’s Schmid Says Policy Should Be Restrictive to Curb Inflation

[Bloomberg] Bank CEOs Say Record $134 Billion Trading Haul Is Just the Start

[NYT] Big Plan for Fannie and Freddie I.P.O. in Flux as Trump Pushes Affordability

[NYT] Cracks Begin to Appear at the Nation’s Biggest Banks

[WSJ] Trump Was Told Attack on Iran Wouldn’t Guarantee Collapse of Regime

[WSJ] How the Trump-Fed Feud Reached a Boiling Point

[WSJ] Wall Street Powers Nation’s Biggest Banks to Record Year