Friday's News Links

[CNBC] Stocks rise as tech shares rebound following sell-off: Live updates

[Yahoo/Reuters] Oil eases, bringing some respite to stocks and battered bonds

[Reuters] Euro skids toward fifth weekly fall but selling pressure eases

[Yahoo/Bloomberg] Dollar’s Longest Winning Streak Since Early 2025 Keeps Going

[Yahoo/Bloomberg] Wall Street Sees an Ominous Sign in Bond Market’s Latest Selloff

[Reuters] Four signs it is about to get uglier in the bond market

[Reuters] High-profile IPO listings that fell victim to market jitters in 2026

[Yahoo/Reuters] US equity funds witness first weekly outflow in three weeks

[Yahoo/Reuters] Money market funds attract massive inflows as bond selloff bit

[AP] Attacks on Riyadh’s international airport killed 3 Saudi citizens, and other Mideast developments

[Yahoo/Reuters] Trump's moves to boost diesel supplies have not yet lowered prices

[Axios] Scoop: AI companies plot "the day after"

[Axios] The rising risk of the AI-versus-everything-else economy

[Yahoo/Bloomberg] US 10-year Treasury yield risks hitting 6% for first time since 2000, Pimco's Ivascyn tells FT

[Yahoo/WSJ] BP Curbs Production at Two Platforms in Gulf of Mexico Due to Hurricane Isaias

[CNBC] Treasury’s Bessent hires Trump’s controversial former Fed board pick, Judy Shelton, as adviser

[AP] Isaias strengthens into a dangerous Category 3 hurricane on track toward the US Gulf Coast

[Yahoo/Reuters] China ramps up fiscal push to meet growth target

[Reuters] Zelenskiy accuses US of inaction as Russian strikes kill over 70 in two days

[Bloomberg] Europe’s Bond Market Turbulence Puts ECB Repo Funding Into Focus

[Bloomberg] Hiring US-to-China Oil Tanker Costs More Than Launching a Space Rocket

[Bloomberg] France’s Bond Risk Is Outpacing Italy’s by Most in Euro History

[Bloomberg] Brazil Inflation Tops Target Ceiling Before Election Runoff

[Bloomberg] China Rolls Out $82 Billion in Additional Stimulus for Provinces

[Bloomberg] Weather-Roiling El Niño Hits Record Strength, Japan Bureau Says

[NYT] As Putin Wages Shadow War, Europe Looks for a Way to Hit Back

[NYT] How Trump’s Revenge Campaign Descended Into Turmoil

[WSJ] Nvidia’s Subtle Change to How It Counts Cash Flow Has Big Implications for Buybacks

[WSJ] Scrapped IPO of Nvidia-Backed Company Points to Limits of AI Boom

[WSJ] Iran and Houthis Try to Regain Upper Hand in Hormuz With Spate of New Attacks

[WSJ] American Oil Refiners Are Printing Money as Wars Shrink Global Energy Supplies

[FT] Tett: Five ways to tell if market trouble lies ahead

[FT] US 10-year Treasury yields risk hitting 6% for first time since 2000, Pimco says

[FT] Japan declares cyber space emergency as attacks soar

[FT] Ukraine strikes Russian tech giant’s data centres

[FT] Student protests rock Paris as 7,000 detained

Thursday Evening Links

[CNBC] S&P 500 futures are little changed after OpenAI’s revenue report prompts tech sector turmoil: Live updates

[CNBC] Nvidia, Oracle, CoreWeave and other AI stocks sink on OpenAI revenue report

[AP] Explosions heard in Saudi capital and Riyadh airport, and other Mideast developments

[Yahoo/Reuters] Fed's Musalem says tighter monetary policy needed to lower inflation

[Bloomberg] AI Debt Spree Hammers Tech Debt as Traders Rush to Reprice Risk

[Bloomberg] Isaias Puts 500,000 Barrels a Day of Refining Capacity at Risk

[Bloomberg] Why Trump Is Targeting Green Card Path Used by Microsoft, Other Tech Firms

[Bloomberg] Guggenheim Funds’ Outflows Surged to $2.4 Billion in September

[Bloomberg] Record El Niño Is Roiling Industries Months Before Its Peak

[NYT] Pentagon Draws Up New Iran Strike Plans as Trump Hesitates

[WSJ] U.S. Budget Deficit Jumps to Nearly $2 Trillion

Thursday Afternoon Links

[CNBC] Stocks fall, weighed down by oil prices and tech declines: Live updates

[Reuters] Oil jumps 5%, then pares gains after Trump says no attack on Iran this month

[CNBC] Gas prices face new threat as Hurricane Isaias forces widespread Gulf oil shutdowns

[CNBC] OpenAI annualized revenues $20 billion less than previously signaled: Report

[Axios] Trump rules out Iran strikes before midterms

[AP] Trump says US will not resume military strikes on Iran before the Nov. 3 midterm elections

[Yahoo/Reuters] US freezes Microsoft, Adobe, Infosys green-card applications over alleged fraud

[AP] The Trump administration is suspending Microsoft from a green card program, alleging fraud

[AP] Average long-term US mortgage rate at highest level in nearly 3 years after 7th weekly rise in a row

[Bloomberg] CBO Chief Warns Growth Solution for US Debt Is Unlikely to Work

[Bloomberg] Oracle Moves Gas by Trucks to Avoid Data Center Power Delays

[WSJ] China Is Offering Half Measures to Its Mounting Economic Problems

[FT] OpenAI annualised revenues $20bn less than previously signalled

[FT] El-Erian: Repeated US Treasury interventions risk an erosion of credibility