Monday's News Links

[CNBC] Stocks rally as oil prices fall after U.S. and Iran pause attacks: Live updates

[CNBC] Oil slides 5% as Iran reportedly signals halt to attacks if U.S. pause holds

[Reuters] Shares, bonds make guarded gains as oil slips

[Yahoo/Bloomberg] Crisis-Level Swings Become New Normal in 2026 Stock Market

[AP] Mediators see progress in diplomatic efforts to halt Iran war, 2 regional officials say

[Reuters] Drones attack Iran's neighbours as Tehran appears to test Trump's latest pause

[Axios] The growing jitters over hyperscaler debt

[Yahoo/Bloomberg] Nvidia’s $750 Billion Deals Revive Fear of AI Circular Financing

[Axios] Cracks appear in the vision of off-grid AI data centers

[Yahoo/Bloomberg] China Vows Response to US Sanctions Threat Against AI Firms

[Yahoo/Bloomberg] Crypto Treasury Firms Pivot to AI in Bid to Win Back Investors

[Bloomberg] US Core Capital Goods Orders Climb by More Than Expected

[Bloomberg] Satellites Show Tank Fire at Saudi Oil Plant Jazan After Attack

[Bloomberg] A Third of Americans Swelter as Summer Heat Tests Power Grids

[Bloomberg] El Niño May Push Global Warming to 2C or Higher in the Short Term

[NYT] The Fed’s New Chairman Faces His Biggest Test Yet

[NYT] Open or Shut? The A.I. Debate That’s Driving a Wedge Through Big Tech.

[NYT] 5 Things to Know About Meta’s Giant Data Center in Louisiana

[NYT] Iran War Forces Energy Buyers to ‘Unshackle’ From Global Markets

[WSJ] The ‘Unsettled’ Vibe That’s Creeping Through the Markets

[WSJ] Washington’s Very Sensitive Secret: How Many U.S. Missiles Are Left?

[WSJ] Big Companies Are Starting to Hire Again, Defying Predictions of AI Wipeout

[WSJ] China’s Tycoons Made Fortunes Offshore. Now the Party Is Over.

[FT] Hedge funds grow at the fastest rate ever

[FT] Ukraine, Iran and how regional wars go global

[FT] AI companies spend record sums on Washington lobbying

[FT] The sting in the tail of Japan’s lost decades

[FT] China’s industrial profits grow at slowest pace this year

[FT] France and Spain brace for more extreme heat as wildfires rage

Sunday Evening Links

[CNBC] Stock futures climb, oil prices fall as U.S. and Iran pause attacks: Live updates

[CNBC] Oil slides 5% as Iran reportedly signals halt to attacks if U.S. pause holds

[Reuters] Iran says it will halt strikes as long as US bombing pause holds

[Reuters] Red Sea shipping slows after Houthi attack on Saudi Arabia, data shows

[Yahoo/Bloomberg] Fed Faces Growing Pressure to Hike Rates as Price Risks Rebound

[Reuters] Nvidia in talks with OpenAI to guarantee $250 billion financing for data center, WSJ reports

[CNBC] Singapore tightens monetary policy as rising oil prices rekindle inflation risk

[Bloomberg] Bond Traders on Edge as Risks of Fed Rate Hike This Week Mount

[WSJ] Trump Pauses Iran Strikes as Officials Weigh Dwindling Air Defense Stocks

[WSJ] Federal Probe into Dodgers Owner’s Financial Empire Was Sparked By Whistleblower