Tuesday Afternoon Links

[Reuters] Wall Street's rally fades as Middle East angst overshadows earnings optimism

[Reuters] Oil prices climb 5% after Trump says he does not want to extend Iran ceasefire

[Yahoo/Bloomberg] Oil Rises as Traders Await US-Iran Talks With Truce Winding Down

[AP] Live updates: US-Iran talks are in doubt as ceasefire nears an end

[Axios] Vance's Pakistan trip on hold as Iran refuses to commit to peace talks

[Yahoo/Bloomberg] US Awaits Iran Decision on Talks as Ceasefire Deadline Nears

[Reuters] Warsh calls for 'regime change' at Fed, new inflation approach

[AP] Warsh says Trump has not pressured him to cut rates, even as president calls for reductions

[Reuters] Fed chair nominee Warsh has big ideas. Here are some, in his own words

[AP] What to know as ceasefire in the Iran war hangs in the balance

[AP] US military pushes for boost in 2027 spending on drones and air defenses used in Iran war

[Axios] [Yahoo/Bloomberg] US Awaits Iran Decision on Talks as Ceasefire Deadline Nears

[Yahoo/Bloomberg] Trump Encourages Companies Not to Seek Tariff Refunds

[Politico] Russia uses AI to hack Europe, Dutch intelligence warns

[Bloomberg] Here Are the Key Takeaways From Kevin Warsh’s Fed Confirmation Hearing

[Bloomberg] Riskiest Junk Debt Is Lagging as Investors Continue to Fret About Software Firms’ AI Future

[NYT] U.S. Considers Financial Support for Oil-Rich U.A.E.

[NYT] Job Cuts Driven by A.I. Are Rising on Wall Street

[WSJ] The AI Spending Spree Is Far from Over

[WSJ] Probe of Trump Foes Heats Up Under Acting Attorney General

[FT] Oil market has lost a billion barrels due to Iran war, Vitol boss warns