Monday's News Links

[CNBC] Stocks jump as tech shares gain, U.S.-Iran agree to halt hostilities: Live updates

[Yahoo/Bloomberg] Oil Rises as US and Iran Set to Halt Attacks Following Flare-Up

[Reuters] Asia stocks adrift as Middle East worries meet rate-hike bets

[Reuters] Dollar poised for best month in nearly a year; eyes on jobs data, Gulf tension

[Yahoo/Bloomberg] Microsoft’s $570 Billion Rout Sets Up Its Worst Month Since 2000

[Yahoo/Bloomberg] Bitcoin ETFs Set for Worst Month With $4 Billion in Outflows

[AP] Trump says Iran has requested a meeting, but Iranian officials say nothing has been scheduled

[Yahoo/Bloomberg] US and Iran Set for Fresh Talks in Doha After Halting Attacks

[Yahoo/Bloomberg] Hormuz Traffic Drops Off as Vessel Attacks Raise Fresh Concerns

[Reuters] Borrowed money fueling US stock rally is getting more expensive

[Axios] Why Wall Street wants to talk about Kevin Warsh

[Axios] Student loan shake-up hits July 1: Here's what to know

[Yahoo/LAT] SpaceX IPO sparks race for luxury housing in Southern California

[Yahoo/Reuters] South Korean president to unveil massive AI and chip investment drive

[Reuters] China debuts overnight reverse repos at 1.25%, below market expectations, sources say

[Yahoo/Bloomberg] China Escalates Takaichi Feud by Blacklisting More Japan Firms

[Reuters] China places 20 Japanese entities on export control list for dual-use items 

[Bloomberg] SpaceX Pushes US Share Sales to Record $251 Billion at Midyear

[Bloomberg] Strategy Says It May Sell Up to $1.25 Billion of Bitcoin

[Bloomberg] The Real Danger of These Hot New Derivatives Is Being Ignored

[Bloomberg] PBOC’s New Overnight Rate Said Below Forecasts in Hint at Easing

[Bloomberg] China Blacklists More Japan Entities as Takaichi Feud Deepens

[Bloomberg] Japan Protests China Maritime Claims Near Southern Island

[NYT] Iran Risks Peace Talks With U.S. to Maintain Leverage Over Strait

[NYT] How Warsh Has Begun to Change the Fed

[NYT] China Emerges as a Relative Winner From Strait of Hormuz Crisis

[WSJ] The Trillion-Dollar Borrowing Binge Lifting the Stock Market to Risky Heights

[FT] Freight shipping costs surge as companies race to beat new Trump tariffs

[FT] AI fuels record $200bn M&A boom in US power sector

[FT] Europe risks starting winter with gas stocks at 15-year low

[FT] The new AI-based world order

[FT] The leap of faith behind SpaceX’s mega bond deal

[FT] Donald Trump and how strongman leaders fall

Sunday Evening Links

[CNBC] Stock futures rise along with oil prices as traders weigh U.S. attacks on Iran over the weekend: Live updates

[CNBC] Oil rises as renewed U.S.-Iran strikes reignite Middle East supply fears

[Axios] U.S. and Iran agree to halt strikes and meet this week, U.S. official says

[Yahoo/Bloomberg] Trump's U-Turn on Iran Sanctions Would Unravel Decades of Curbs

[CBS] Dangerous heat wave impacting large swathes of the U.S. this week, forecasters warn

[Bloomberg] Private Credit Is Making Bets on Consumer Debt at a Precarious Time

[Bloomberg] Samsung, SK Reportedly to Invest $1.3 Trillion Over 10 Years

[WSJ] U.S. and Iran Agree to Stop Fight Over the Strait of Hormuz

[WSJ] BIS Sees Peril for Economy, Financial System in AI Investment Boom

[WSJ] A $55 Billion Safety Net? Government Tab to Prop Up American Farms Is Rising

[WSJ] Iran Is Winning the Battle of Hormuz

[WSJ] Venezuela Is Desperately Searching for 50,000 Missing After Earthquakes

[FT] Putin says Russia faces fuel shortages as Ukrainian drones strike refineries