Tuesday Afternoon Links

[Yahoo/Reuters] Wall St edges lower as chips fall; markets assess big bank earnings

[Reuters] Brutal session for chip stocks shows AI trade is turning

[Yahoo/Reuters] US existing home sales rise in September; higher mortgage rates dim outlook

[Yahoo/Reuters] Higher Rates Turbocharge Lending Income for Biggest US Banks

[Yahoo/Reuters] Goolsbee says AI-induced inflation is 'jumping out of its lane,' Semafor reports

[Yahoo/Reuters] Fitch warns bond yield surge is worsening debt outlook for developed economies

[Yahoo/Reuters] US Treasury yield peak still ahead as Fed likely to tighten again, PIMCO's Ivascyn says

[Yahoo Finance] AI bubble worriers should put this risk on their radar

[Bloomberg] Blackstone’s AI Data Center Deals Are Looking Shaky

[Bloomberg] Ray Dalio Warns Slump in Treasuries Market Has ‘Long Way to Go’

[Bloomberg] Bank Bosses Are Too Optimistic About the AI Boom

[Bloomberg] Bassman Warns of ‘Nightmare Scenario’ Amplifying US Bond Selloff

[Bloomberg] Rosenberg Warns of Most Stretched Market in His 40-Year Career

[Bloomberg] Money Market Sage Lou Crandall to Retire After Decades-Long Career

[WSJ] Rising Interest Rates Threaten to Spoil the Party for Big Banks

[WSJ] Higher Rates Are Coming for Private Equity—and Smaller Firms Are Already Hurting

[WSJ] Municipal Bond Investors Face Elevated Risks From Rising Costs of Natural Disasters

[WSJ] Drone Attacks on Ships Sailing Near NATO Waters Present Fresh Threat for the Alliance

[FT] Wall Street plays down investor fears of faltering trading boom