Tuesday Afternoon Links

[CNBC] Dow turns red as chip stocks tumble, oil prices gain: Live updates

[CNBC] Oil prices rise more than 2% after attacks on tankers in Strait of Hormuz

[CNBC] Trump renews Greenland threats at NATO summit, says U.S. could remove troops from Europe

[Yahoo/Reuters] NY Fed survey reports rising near-term inflation expectations in June

[Axios] The bond market's new bet on interest rates

[Yahoo/Reuters] US power use to beat record highs in 2026 and 2027 as AI use surges, EIA says

[Yahoo/Reuters] Record capital goods imports help to sharply widen US trade deficit in May

[Yahoo/Bloomberg] Microsoft Replaces OpenAI, Anthropic With Own AI in Some Apps

[Bloomberg] Traders Are Dumping Tech Bonds to Make Room for Amazon Debt Deal

[Bloomberg] BlackRock Sees Private Credit Taking Bigger Role in AI Buildout

[Bloomberg] Iran Tells UN It Has Right to Control ‘Parts’ of Hormuz Strait

[WSJ] Private-Equity Firms Are Sitting on a Nine-Year Backlog

[FT] Trump threatens to remove all US troops from Europe