Tuesday Evening Links

[CNBC] Stock futures tick higher as traders await delayed January jobs report: Live updates

[Bloomberg] Wall Street’s New Trade Is Dumping Any Stock in AI’s Crosshairs

[Bloomberg] China’s Years-Long Retreat From US Treasuries Flags Bigger Risks

[WSJ] AI Threat Widens to Financial Sector

[FT] US brokerage shares slide in latest sell-off driven by new AI tool

Tuesday Afternoon LInks

[CNBC] S&P 500 ticks lower after disappointing retail sales data; financial stocks drop: Live updates

[Yahoo/Bloomberg] US Bonds Surge as Weak Retail Sales Boost Fed Rate-Cut Bets

[Axios] Exclusive: Trump says he might send second carrier to strike Iran if talks fail

[AP] Annual governors’ gathering with White House unraveling after Trump excludes Democrats

[Axios] States beg Canadians to return as Trump antagonizes America's neighbor

[Bloomberg] US Consumer Delinquencies Jump to Highest in Almost a Decade

[Bloomberg] Wealth Manager Stocks Sink as Investors Flee AI’s Next Casualty

[Bloomberg] US Stock Turnover Tops $1 Trillion a Day Amid Trading Surge

[Bloomberg] New Iran Deal Distant Prospect as US Talks Drag, Airstrikes Loom

[Bloomberg] Fed’s Logan Says Cooling Inflation Not Enough for More Rate Cuts

[Bloomberg] Fed’s Hammack Says Rates Could Be on Hold for ‘Some Time’

[Bloomberg] Ares CEO Calls AI, Private Credit Fears ‘Odd’ and ‘Frustrating’

[Bloomberg] Fears Flare in Brazil as Deep Downgrade Rattles the Bond Market

[Bloomberg] Bankers Pitching EM Debt Swaps Hit a Wall in a Once-Hot Market

[WSJ] Fed’s Interest-Rate Stance Well-Positioned, Dallas Fed President Says

[WSJ] Bitcoin-Backed Bond Sale Hit by Crypto Turbulence

[WSJ] What Is the Gordie Howe Bridge? And Why Is Trump Threatening to Keep It Shut?

[FT] Wall Street’s anything-but-tech trade shakes up US stock market

[FT] Trump threatens to block opening of new border bridge with Canada