Thursday's News Links

[CNBC] S&P 500 is little changed as traders weigh Nvidia and Salesforce earnings: Live updates

[Yahoo/Bloomberg] Oil Retreats as Oman Describes US-Iran Talks as Positive

[Yahoo/Reuters] Yen recovers against dollar with BOJ policy in view

[Axios] U.S.-Iran nuclear negotiators meet for 3 hours with Trump decision looming

[AP] US filings for jobless aid rise modestly to 212,000 as layoffs remain at historically healthy levels

[Axios] Scoop: Pentagon takes first step toward blacklisting Anthropic

[Axios] Even the CEOs are worried about AI now

[Reuters] Exclusive: Rare earth shortages worsen in US aerospace, chips despite trade truce, sources say

[Yahoo/Reuters] Insight: How China is masking drone flights in potential Taiwan rehearsal

[Yahoo/Bloomberg] Bitcoin Miner Tied to Trump Family Pummeled by Crypto Crash

[Bloomberg] Blackstone Private Credit Fund Markets Bond Amid Software Tumult

[Bloomberg] Insurers See Themselves Shielded From Private Credit Worries

[Bloomberg] China Ousts Nine Military Lawmakers as Xi’s Defense Purge Widens

[NYT] New A.C.A. Plans Could Increase Family Deductibles to $31,000

[WSJ] U.S. Brings Tough Demands to Iran Nuclear Talks

[WSJ] Why Nvidia’s Huge Numbers Don’t Settle the Latest AI Fears

[WSJ] The $1.6 Trillion Meltdown That Swept Through Software Stocks

[WSJ] Bank of Japan’s Most Hawkish Member Says Rate Hike Needed Soon

[FT] How Blue Owl’s battles sparked a chill for private credit

[FT] Private credit group Blue Owl battles to emerge from its cold winter

[FT] Tech groups turn to more chip-backed loans to fund AI arms race

[FT] More than 900 companies sue US over Donald Trump’s tariff regime

[FT] US and Iran hold fresh nuclear talks after Marco Rubio warning

[FT] What is AI ‘distillation’?

Wednesday Evening Links

[CNBC] Stock futures are little changed as traders mull over earnings from Nvidia and Salesforce: Live updates

[CNBC] Nvidia reports earnings and guidance beat as AI boom pushes data center revenue up 75%

[Axios] Tech giants to sign AI electricity pledge next week

[Axios] Trump told Zelensky he wants to end war ASAP in call

[Reuters] Government spending lifts global debt to a record $348 trillion in 2025, says IIF

[Reuters] BOJ chief flags March, April rate-hike chance in Yomiuri interview

[Bloomberg] Salesforce Gives Disappointing Sales Outlook, Feeds AI Fears

[Bloomberg] Bowman Says Banks Need ‘Flexibility’ to Compete With Non-Banks

[Bloomberg] Wall Street Doesn’t Know What to Think About AI Anymore

[WSJ] The $130 Billion Race for Companies to Get Their Tariff Money Back

[WSJ] White House Says Iran Is Close to Weapons-Grade Nuclear Material. Experts Say No.

[WSJ] Fed’s Bostic Says People Have Begun to Doubt Fed Independence

[WSJ] Americans Are Leaving the U.S. in Record Numbers

[FT] Defence and AI spending sends global debt to record $348tn

Wednesday Afternoon Links

[CNBC] Stocks rise, adding to Tuesday’s comeback as Nvidia and Oracle shares gain: Live updates

[Yahoo/Bloomberg] Housing Stocks Hit Hard by Gloomy Outlooks, Trump’s Snub

[Yahoo/Bloomberg] Bond Rally Stalls as Rising Risk Appetite Erodes Haven Demand

[AP] Iran accuses Trump of ‘big lies’ ahead of Geneva talks in face of major US military deployment

[Axios] Scoop: Witkoff says any Iran nuclear deal should last indefinitely

[Yahoo/Reuters] Fed's Schmid says high inflation still bigger issue facing central bank

[Axios] Winters are getting shorter across most U.S. cities

[Bloomberg] Private Credit Fears Deepen With UBS Warning of 15% Defaults 

[Bloomberg] Global Debt Surges to $348 Trillion as Deficit Spending Rises

[Bloomberg] US Data Center Construction Fell Amid Permit and Power Delays

[Bloomberg] AI Disruption Fears Prompt Scrutiny in Hot Private Markets Trade 

[NYT] Bleak Research Report Stokes A.I. Debate on Wall St.

[WSJ] Kansas City’s Schmid Says Federal Reserve Has Work to Do With Inflation