Monday's News Links

[CNBC] Nasdaq gains 1% as chip stocks rebound from rout, Trump tries to maintain ceasefire: Live updates

[Yahoo/Reuters] Oil prices pares gains after Iran announces end to attacks on Israel

[Yahoo/Bloomberg] Japanese Stocks Slide on Tech Pullback as Iran Tensions Deepen

[Reuters] Morning Bid: Blistering AI rally turns ugly

[Axios] Trump calls on Israel and Iran to "immediately stop shooting" as ceasefire frays

[CNBC] Iran announces ‘end of military operations’ against Israel, but warns Lebanon strikes could trigger escalation

[CNBC] Iran and Israel exchange strikes, threatening fragile ceasefire

[AP] Live updates: Iranian military says it is halting offensive operations after Israel and Iran exchanged fire

[Reuters] Yemen's Iran-backed Houthis threaten Israeli shipping in the Red Sea

[Yahoo/Bloomberg] AI Trade Unwind Rocks Korean Traders Leveraged for One-Way Bet

[Yahoo/Telegraph] Britain’s debt rising at fastest rate in the world – bar Botswana

[Yahoo/Bloomberg] IMF Chief Warns World Isn’t Ready for Shocks That Are Piling Up

[Yahoo/Bloomberg] Xi Gets Warm North Korea Welcome as Kim Draws Nuclear Red Line

[Bloomberg] Houthis to Impose ‘Complete Ban’ on Israeli Ships in Red Sea

[Bloomberg] Fed Seen With Case to ‘Hike Right Now’ as Bar to Act Gets Lower

[Bloomberg] Treasuries Drop as Jobs Data, Iran Tensions Fuel Rate Hike Bets

[Bloomberg] Ford’s AI Rally Recalls the Excesses of the Dot-Com Bubble

[Bloomberg] AI Fears Spur 70% Plunge in Private Equity Tech Deal Value

[Bloomberg] Korean Stocks Tumble as AI Trades Unwind, Threatening Bull Run

[Bloomberg] Korea’s AI Impact Sparks Pressure Across Government Bond Market

[Bloomberg] Philippines Warns of FX Risks as Big Firms Face $26 Billion Debt Bill

[WSJ] Trump and Netanyahu’s Rift Over Lebanon Is Deepening

[WSJ] Israel Hits Back at Iran After Missile Attack, Renewing Fear of War

[FT] Israel and Iran trade air strikes as ceasefire falters

Sunday Evening Links

[CNBC] Stock futures fall as Iran attack on Israel shakes fragile ceasefire: Live updates

[Reuters] Oil prices rise more than $2 on Israel strikes on Lebanon

[Reuters] Asia markets brace for selling after tech rout hits Wall Street

[Axios] Israel strikes Iran military targets after Iranian missile attack

[AP] Israel says Iran launched missiles at it in first such bombardment since fragile ceasefire

[Axios] Trump tells Axios he will ask Netanyahu not to strike back at Iran

[Reuters] Earthquake of magnitude 8.2 strikes Mindanao, Philippines, GFZ says

[Bloomberg] Oil Jumps as Iran’s Attacks on Israel Put Ceasefire at Risk

[Bloomberg] Israel Bombs Beirut Outskirts as Fighting With Hezbollah Escalates

[Bloomberg] Goldman Sachs No Longer Expects Fed Interest-Rate Cut This Year

[WSJ] Iran Fires Waves of Missiles at Israel After Israeli Airstrike on Beirut

[WSJ] Market Rout Leaves Wall Street Bracing for Rockier Times

[FT] Donald Trump piles pressure on Kevin Warsh with call for rate cut

[FT] Trump says Netanyahu will have ‘no choice’ but to accept a deal with Iran

Sunday's News Links

[Yahoo/Bloomberg] US and Iran Appear Far From Peace Deal 100 Days Since War Began

[Reuters] US eyes Iranian assets for Gulf allies' reconstruction, source says

[Reuters] Trump says he would not unfreeze Iran's assets before peace deal is done

[Axios] The business of AI's 4 harsh realities

[Axios] Trump: U.S. stake in AI giants "could be a beautiful thing"

[Yahoo/Bloomberg] ECB Steps Up as G7’s Lead Hawk With Interest-Rate Hike Primed

[Yahoo/Bloomberg] Xi Visits North Korea to Reassert Influence Over Emboldened Kim

[Bloomberg] Trump Says Fed Rate Increase Would Be Wrong, Again Calls for Cut

[Bloomberg] Worries Grow That Hedge Fund Crowding May Amplify Risk in Crisis

[Bloomberg] South Korea Unveils Measures to Stem Won Slide, Curb Speculation

[Bloomberg] China’s PBOC Adds Gold Again as Bullion Remains Under Pressure

[NYT] As Oil Prices Spike, Talk of ‘Demand Destruction’ Sets In

[WSJ] Hormuz Crisis Exposes a Global Flaw That Will Take Years to Fix

[Ft] Trump’s outbursts rattle Gulf allies