Tuesday's News Links

[CNBC] Stocks tick higher as Dow reaches new record: Live updates

[Yahoo/Bloomberg] Oil Steadies as Traders Focus on Supply Risks in Middle East

[AP] Retail sales unchanged in December from November, closing out year on a lackluster tone

[Yahoo/Reuters] US retail sales unexpectedly flat in December

[Axios] AI infighting hits a boiling point

[Yahoo/LAT] L.A. and Long Beach are among the least affordable cities in the world for homebuyers

[AP] Trump set to gut U.S. climate change policy and environmental regulations: White House official

[Reuters] Senior Chinese official calls for 'resolutely' cracking down on 'Taiwan independence' separatists

[Yahoo/Bloomberg] Memory Chip Crunch Ripples Through Markets, With Worse to Come

[Bloomberg] US Small-Business Optimism Eases on Economic Expectations

[Bloomberg] The Fed Is Heading for an F on a $7 Trillion Test

[Bloomberg] Yuan Strongest Since 2023 as Dollar Wobbles on Treasuries Report

[Bloomberg] Miran Says Fed Policymakers Should Use Balance Sheet in Crisis

[Bloomberg] Billionaires Fleeing California Wealth Tax Snap Up Miami Mansions

[Bloomberg] China’s Bond Futures Positions Hit Record as Bullish Bets Surge

[WSJ] Inside OpenAI’s Decision to Kill the AI Model That People Loved Too Much

[WSJ] Healthcare Is Propping Up the Job Market

[WSJ] Trump to Repeal Landmark Climate Finding in Huge Regulatory Rollback

[FT] Will software eat the creditors?

[FT] Investors sour on listed credit funds over AI hit to software sector

[FT] Dealogic and Mergermarket owner’s bonds hit by AI fears

[FT] Trump plans to spare Amazon, Google and Microsoft from next wave of chip tariffs

[FT] What fast food’s downturn says about the US economy

[FT] Polymarket, squared

[FT] Greenland ice melt opens sea routes for critical minerals

[FT] China steps up dangerous air encounters near Taiwan

[FT] EU seeks ban on Russian crypto assets to curb sanctions evasion

[FT] Russian army casualties in Ukraine surge

Monday Evening Links

[CNBC] Stock futures are little changed after Dow hits new record: Live updates 

[Yahoo/Bloomberg] Trump Says Fed Pick Warsh Can Get US Economy to Hit 15% Growth

[CNBC] Alphabet calls out new AI-related risks, as it taps debt market to fund buildout

[Yahoo/Bloomberg] Deep Freeze More Than Doubled Power Costs on Biggest US Grid

[ABC] Trump's tariffs cost American households $1,000 last year: Research group

[Bloomberg] Insurance Broker Stocks Sink as AI App Sparks Disruption Fears

[Bloomberg] Fed’s Waller Says Trump-Induced Crypto Euphoria May Be Fading

[Bloomberg] BOE’s Mann Says China Is Raising Export Prices Due to US Tariffs

[Bloomberg] Carlyle’s Currie Says Oil, Metals Markets Are ‘Underinvested’

[FT] US plans Big Tech carve-out from next wave of chip tariffs

[FT] Cuba runs out of jet fuel as Donald Trump squeezes oil supplies

Monday Afternoon Links

[CNBC] S&P 500 rises, led by tech; Dow climbs to fresh record: Live updates 

[Yahoo/Bloomberg] Alphabet Set to Raise $20 Billion From US Dollar Bond Sale

[Yahoo/Reuters] Factbox-Mega IPOs loom as Wall Street anticipates breakout year for listings

[Bloomberg] Warsh Will Face Challenges Shrinking Fed’s Portfolio, Citi Says

[Bloomberg] Alphabet’s Dollar Bond Sale Draws Over $100 Billion of Demand

[Bloomberg] King Dollar Risks Losing Its Crown to an Asian Mutiny

[Bloomberg] US Tells American Ships to Keep Away From Iran Amid Tensions

[NYT] A.I. Blitzes the Big Game

[WSJ] Proposed Ban on Investors in the Housing Market Hits a Wall in Congress