Wednesday's News Links

[CNBC] Global software stocks extend losses amid fears over AI-led disruption

[CNBC] S&P 500 is little changed amid lingering tech pressure, weak jobs data: Live updates

[Yahoo/Bloomberg] Software Stocks Slide Again as AI Threats Rattle Investors

[Yahoo/Bloomberg] Gold Rebounds Above $5,000 as Historic Retreat Tempts Dip Buyers

[CNBC] Private payrolls rose by just 22,000 in January, far short of expectations, ADP says

[CNBC] Rough winter weather hits homebuyers, tanking mortgage demand

[CNBC] Fed pick: Tillis doubles down on Warsh blockade over concerns about Fed independence

[Reuters] US Treasury announces $125 billion refunding, keeps auction sizes unchanged

[Yahoo/Reuters] Nvidia AI chip sales to China stalled by US security review, FT reports

[Yahoo/Bloomberg] Wall Street’s Rotation Into Value Has a Dot-Com Warning to It

[Reuters] New arms race looms as clock ticks down on last Russia-US nuclear treaty

[Bloomberg] Nvidia’s Doubts About OpenAI Are a Warning for Microsoft

[Bloomberg] China’s Services Activity Picks Up in Sign of Economic Momentum

[NYT] Why A.I. Fears Are Battering Stocks, Again

[NYT] Once the Hottest Bet on Wall St., Private Credit Has Started to Crack

[WSJ] AI Threatens a Wall Street Cash Cow: Financial and Legal Data

[WSJ] America’s Critical-Minerals Strategy Looks Increasingly Chinese

[WSJ] Iran Plays Hardball With the U.S. to Throw It Off Balance

[FT] Nvidia AI chip sales to China stalled by US security review

[FT] Banks seek out new buyers for Oracle data centre loans

[FT] The Treasury market is treading in dangerous waters

[FT] Reading the runes on a Warsh Fed

[FT] US and Iran set to meet in Oman as Middle East tensions spiral

Tuesday Evening Links

[CNBC] S&P 500 futures are little changed after tech selloff drags down major averages: Live updates 

[CNBC] Private credit stocks plummet on concern about exposure to software industry disrupted by AI

[MSN/WSJ] Threat of new AI tools wipes $300 billion of software and data stocks

[Politico] Trump signs $1.2 trillion funding bill to end shutdown and fund DHS for 2 weeks

[AP] The wealthy ramp up spending while other Americans tread water, new study finds

[CNBC] Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other

[Bloomberg] Blue Owl, Ares Lead Private Market Firms Bashed by Software Risk

[Bloomberg] Michael Burry Warns of Cascading Effects From Bitcoin Plunge

[Bloomberg] Xi’s Military Purge Might Be Dangerous for the US

[WSJ] Home Builders Turn to White House for Help on Inventory Glut

[WSJ] Vladimir Putin Isn’t Winning in Ukraine

[FT] Kevin Warsh faces Senate battle as lawmakers object to Donald Trump’s attacks on Federal Reserve

Tuesday Afternoon Links

[Reuters] Wall St selloff deepens led by software, cloud firms

[CNBC] Dow drops 400 points, S&P 500 sheds 1% as investors rotate out of tech: Live updates

[Yahoo/Bloomberg] Bitcoin Drops Below $76,000 With Traders Pivoting Back to Metals 

[Reuters] Investors ramp up bets on steeper yield curve under Warsh-led Fed

[Yahoo/Reuters] Blackstone's Gray says AI disruption risk is 'top of the page' for us

[Reuters] How dollar disorder could be a wake-up call for global investors

[Axios] Mike Johnson clears critical hurdle to ending government shutdown

[Yahoo/Bloomberg] Builders Push ‘Trump Homes’ in Pitch for a Million Houses

[Bloomberg] Texas Considers Revisiting Some Data Center Grid Approvals

[Bloomberg] Gold and Silver Fans ‘Hate This New Volatility’ But Keep the Faith

[WSJ] Finance Leaders Weigh In on Trump, the Fed, Investing and AI Risk

[WSJ] Ken Griffin Says CEOs Find Trump’s Interference ‘Distasteful’

[WSJ] U.S. Shoots Down Iranian Drone Aimed at Carrier

[WSJ] Three-Quarters of Greenlanders Don’t Want to Be Part of the U.S., Poll Shows