Monday's News Links

[CNBC] Stocks fall as investors weigh calls for AI slowdown, oil gains: Live updates

[CNBC] 10-year Treasury yield hits 5% for first time since 2023 as traders brace for Fed decision this week

[Reuters] Global AI stocks fall as industry chiefs call for slowing development

[Yahoo/Reuters] Oil prices jump more than 2% after new strikes on Saudi, Strait of Hormuz 

[CNBC] Microsoft sets limits for future AI models as industry throttles frontier development

[AP] Houthis seize 2 strategic Red Sea islands, and other Mideast developments

[Reuters] Diplomacy stumbles with postponement of meeting on Strait of Hormuz proposal

[AP] Oman postpones regional talks on Strait of Hormuz, and other Mideast developments

[AP] Saudi oil pipeline hit in strikes will be mostly out of service for several weeks for repair

[Reuters] Fed's table is set for a rate hike, a first under Warsh

[Yahoo/Reuters] Analysis-Biggest risk for sinking bond market is Fed standing pat

[Yahoo/WSJ] Altman Says AI’s Rapid Progress Could Go ‘Very Badly’

[Yahoo/Bloomberg] China Rejects AI ‘Fearmongering’ After Amodei Urges Slowdown

[Yahoo/Reuters] China August bank lending disappoints as credit demand stays weak

[Yahoo/Reuters] India inflation rises to 4.82% in August, strengthening case for rate hike

[Politico] Europe hesitates as Russian attacks escalate

[Bloomberg] BIS Frets About Leverage After Situational Awareness Emergency

[Bloomberg] Easing the Diesel Crunch Is Harder Than Keeping Planes in the Air

[Bloomberg] Junk Firms Are Refinancing Debt Early on Fear Costs Will Rise

[Bloomberg] We’re in a $3 Trillion Insurance Hole and Just Keep Digging

[Bloomberg] US AI Boom Needs $110 Billion of New Power Plants, Moody’s Says

[Bloomberg] Wall Street’s Data Center Boom Is Reshaping the Real Estate Bond Market

[Bloomberg] China Spy Chief Warns of AI Risks as Anthropic CEO Urges Brakes

[NYT] Tech Stocks Shudder in Response to Calls to Slow A.I. Progress

[NYT] Saudi Arabia Faces ‘Worst-Case Scenario’ After Being Rebuffed by Trump

[WSJ] Widening Mideast Instability Squeezes Global Oil Supplies

[WSJ] How the Clash Between Money and Safety Created a Monumental Crisis for AI

[WSJ] Mark Walter’s Financial Empire Was Fueled by Retirement Savers

[WSJ] Malls Lead Commercial Real Estate as Property Values Jump 13%

[WSJ] Russia Is Churning Out Smart, Cheap New Weapons Faster Than Ukraine or the U.S.

[FT] Warsh and Trump on collision course as investors expect Fed to raise rates

[FT] A spreading war threatens Trump and MBS

[FT] Japan’s central bank set for pivotal moment on rates

[FT] ‘Offensively cheap’: solar power is looking up

Sunday Evening Links

[CNBC] Stock futures drop as investors weigh AI safety concerns, oil gains: Live updates

[CNBC] Oil prices rise after Saudi Arabia shut down critical pipeline that bypasses Strait of Hormuz

[Reuters] New attacks in Hormuz and Saudi test nerves as war's spread worsens oil disruption

[AP] Fighting in Yemen intensifies, and Houthis launch more attacks on Saudi Arabia

[Reuters] Houthis' Yemen advance leaves Gulf states with uncomfortable choice

[Reuters] Ahead of Fed meeting, Trump says US should have world's lowest interest rate

[CNBC] Washington scrambles to meet calls for AI guardrails while the window to act closes

[Axios] The tab is coming due for America's borrowing binge

[Bloomberg] Fed’s Warsh on Collision Course With Trump as Rate Hike Looms

[Bloomberg] A 5% Treasury Yield Is Raising New Risks for Markets, Economy

[Bloomberg] Hormuz Meeting With Iran and Gulf Nations Delayed, Oman Says