Monday's News Links

[CNBC] Nasdaq gains as investors buy the dip in the AI trade: Live updates

[Yahoo/Reuters] Oil slips as Trump's sanction waiver may lead to more Russian fuel supplies

[CNBC] Credit stress is threatening to unwind the AI bull. All eyes are on Oracle to hold the line

[Yahoo/Reuters] 'Panic' selling hits Indonesian markets on MSCI expulsion threat

[Axios] The Treasury market has been acting weird lately

[Yahoo/Reuters] Analysis-Global food inflation is expected to intensify as supply shocks pile up

[AP] Houthi rebels strike a government military camp in southern Yemen, killing at least 53 fighters

[Yahoo Finance] Homebuyers are canceling sales at near-record rates

[AP] France’s prime minister calls for localized curfews in cities to curb rioting and looting

[AP] China’s economy accelerated in the July-September quarter on robust exports

[Yahoo/Bloomberg] China State Funds Active as Stocks Post Record Weekly Losing Run

[Bloomberg] France’s Bonds Drop as Rioting Heaps Pressure on Government

[Bloomberg] There Is No Quick Fix for High Beef Prices

[Bloomberg] French Violence Raises Alert as Protests Flare Across Europe

[Bloomberg] China Home Price Slump Eases, Fueling Hopes for Recovery

[NYT] Huge Riots and Anti-Government Protests in France: What to Know

[NYT] ‘A Ticking Time Bomb’: An Economic Crisis Looms in Indonesia

[NYT] Latest Climate Report Warns of Major Upheaval to California Way of Life

[WSJ] The Weak Points in AI Bonds Are Becoming Clearer

[WSJ] America’s New Housing Market Is All About Luxury—and It Runs on Cash

[FT] Emmanuel Macron faces political firestorm after riots

[FT] Iranian hardliners say the time for nuclear weapons has come

[FT] Rise of crypto vaults channels billions of dollars into risky lending

[FT] Zelenskyy, Europe and the end of Trump whispering

Sunday Evening Links

[CNBC] Nasdaq futures gain as investors buy the dip in the AI trade: Live updates

[Reuters] Oil slips as Trump's sanction waiver may lead to more Russian fuel supplies

[CNBC] Brent crude hovers near $109 a barrel as Ukraine resumes energy strikes, tankers attacked in Middle East

[Yahoo/Bloomberg] Bond Market’s Big Short Bet Gets Wakeup Call as AI Trade Wobbles

[AP] Egypt’s top security body agrees to help Saudi Arabia defend itself against Houthi attacks

[Bloomberg] AI Cloud Firm Nscale Faces Investor Pushback Over IPO Valuation

[Bloomberg] Zelenskyy Says Trump Is Pushing Ukraine to Yield to Russia

[FT] Macron faces political firestorm after riots

Sunday's News Links

[AP] Houthi strikes on Saudi Arabia show the Yemeni rebels’ growing strength

[Yahoo/Bloomberg] France Struggles to Contain Fallout From Nationwide Protests

[Yahoo/Telegraph] France braces for debt sell-off after violent protests

[CNBC] Why hedge funds could be making a bond market shock more likely

[CNBC] Bessent warns Zelenskyy to ‘be very careful’ about claims U.S. is throttling Starlink

[Yahoo/Bloomberg] Zelensky Says Intelligence Sharing With US Working Again

[Bloomberg] Option Traders Brace for Volatility Surge as AI Jitters Jolt Market

[Bloomberg] Modi Has No Easy Fix to End Resurgent India Cockroach Protests

[Bloomberg] China Condemns Japan’s ‘Negative Moves’ Over Yasukuni Shrine

[NYT] This Is What America’s Utility Bill Crisis Looks Like

[NYT] Huge Riots in France Prompt Shock and Blame Game

[WSJ] The AI Stock Market Wobble Is a Reminder: This Time Isn’t Different

[WSJ] Trump Waives Sanctions Against Russia Just Before New Law Takes Effect

[FT] America’s $10tn AI infrastructure boom is starting to fray

[FT] St Petersburg endures biggest Ukrainian drone attack