Tuesday's News Links

[CNBC] Nasdaq slides as chip sell-off continues, but strong earnings bolster rest of market: Live updates

[CNBC] Oil prices fall as Iran discusses Strait of Hormuz with Saudi Arabia and Oman

[Reuters] World stocks hit one-month low as chip rout worsens

[AP] Americans’ confidence in US economy falls as Iran conflict sends gas prices higher

[Bloomberg] Japanese, Korean Stocks Tumble as Chip Selloff Intensifies

[Bloomberg] Asian Stocks Slide 10% From June Peak to Head for Correction

[NYT] Trump Backs New Talks but It’s Unclear What He Hopes to Achieve This Time

[WSJ] Kevin Warsh Wanted a ‘Good Family Fight’ at the Fed. He’s Getting One.

[WSJ] Iran and Oman Seek Agreement on Hormuz in Bid to Jumpstart Peace Talks

[FT] AI stock sell-off deepens as investors dump chipmakers

[FT] Iran’s missile resilience challenges US forces

[FT] Quant trading ≠ software company

Monday Evening Links

[CNBC] Dow futures are little changed after index posts back-to-back winning sessions: Live updates

[Yahoo/Bloomberg] SK Hynix Slumps Below US IPO Price as Mega-Listings Turn Sour

[Yahoo/Bloomberg] BlackRock Dodges AI Bond Flop as $12.3 Billion Debt Deal Rallies

[Yahoo/Bloomberg] Citadel Securities Sees Warsh Delivering Surprise Fed Rate Hike

[Bloomberg] Data Center Power Supplies Imperiled by Crunch in Top US Grid

[NYT] Iran War Enters 6th Month and a Period of Greater Uncertainty

[WSJ] Saudi Arabia Blames Iran-Backed Militias for Attack on Oil Facilities

[FT] Big Tech credit risks rise sharply as AI spending soars

[FT] OpenAI hacking incident is ‘warning shot’ on cyber security, Microsoft’s AI chief warns

Monday Afternoon Links

[Reuters] Nasdaq, S&P 500 edge lower as tech stocks drop; focus on Mideast conflict

[Reuters] Bond investors, unsure about Fed policy outlook, hedge against US rate shock

[Reuters] Trump says US is talking with Iran right now

[Reuters] Houthis say they targeted Saudi east-west oil transport

[Axios] Trump to Axios: I'm ready for "strong military action" if Iran talks fail

[Reuters] Trump says Fed should lower interest rates

[Axios] The "no surprises" Fed is in doubt

[Bloomberg] Corporate Bonds Lose Appeal as Shock Absorber, Carlyle Says

[NYT] Even China’s A.I. Powerhouses Can’t Figure Out How to Profit Off A.I.

[NYT] Why Restarting a Nuclear Power Plant Can Be Much Harder Than Expected

[FT] Donald Trump rebuilds his tariff wall