Tuesday's News Links

[CNBC] Nasdaq falls as AI trade resumes sell-off: Live updates

[CNBC] Data center stocks slide as Korea IPO plunges 30%, pressuring tech sentiment

[Yahoo/Reuters] Shares down again as oil stays high; AI earnings in focus

[Yahoo/Reuters] Brent hits five-month high as attacks on ships, Saudi sites fuel supply worries

[Yahoo/Reuters] French bond yields near 24-year high as new protests loom

[Yahoo/Bloomberg] French Bond-Risk Gauge Hits 150 Basis Points After Protests

[Axios] The deficit is getting real expensive to deal with

[Axios] Exclusive: The AI race is hitting an energy wall

[Yahoo/Reuters] US single-family housing starts, building permits tumble in September

[Yahoo/Bloomberg] Home Insurance Tops Property Taxes in Squeeze for US Households

[Axios] How the energy crisis could become a food security crisis

[AP] From France to Albania, social unrest is setting Europe’s streets ablaze

[Reuters] Ukraine's Zelenskiy says US decisions on Ukraine hard to explain

[AP] Alberta rejects a move toward independence from Canada in a victory for Carney

[Reuters] Giant ‘heat storms’ are scorching the Earth. This is the story of the biggest one on record.

[Bloomberg] Iran Strikes More Ship Engine Rooms in Ramp-Up of Hormuz Attacks

[Bloomberg] Treasuries Losing Luster as Hedge Tool, Citi Australia CEO Says

[Bloomberg] The AI Buildout Is Nearing Its Existential Phase

[Bloomberg] CoreWeave’s Bond Rout Should Make the Fed Cautious

[Bloomberg] France’s Fiscal Mess Has Only One True Solution

[Bloomberg] French Bond Rout Highlights Capital Fight, BlackRock’s Li Says

[NYT] Trump’s Push for Deals With Russia Powers His Frustration With Ukraine

[NYT] Trump Announces $8 Billion Plan to Cover Farm Losses

[NYT] It’s Not Just France. Europe’s Political Center Is Crumbling.

[FT] Is CoreWeave the Silicon Valley Bank of 2026?

[FT] What has actually battered the bond market?

[FT] AI debt worries spark surge in default insurance trading

[FT] Older Americans brace for higher healthcare costs

[FT] Iran war tilts balance of global oil power towards Americas

[FT] Japan ‘months’ from running out of critical rare earth as China squeezes supply

[FT] Insurers face losses as riots in France become ‘like natural catastrophes’

Monday Evening Links

[CNBC] Stock futures rise slightly after tech shares rebound to start the week: Live updates

[CNBC] Stock investors are ready to move on from the AI rout. Credit investors are not

[Bloomberg] CoreWeave, Neoclouds and a Looming AI Reckoning

[Bloomberg] Bond Sale Tied to Manhattan Office Building Is Latest On Hold

[WSJ] Trump Says He Would Be Open to Meeting With Putin and Xi

Monday Afternoon Links

[Yahoo/Reuters] Nasdaq climbs over 1% as AI-linked stocks recover ahead of key earnings

[AP] AI stocks lead a rebound on Wall Street as European markets drop following protests

[Reuters] Oil edges higher as investors weigh renewed Houthi attacks on Saudi infrastructure

[Yahoo Finance] US bank stocks' longest losing streak since 2008 clashes with earnings picture

[Yahoo/Reuters] US homebuilder sentiment tumbles to near 14-1/2-year low in October

[Yahoo/Bloomberg] Hassett Says CPI Data Shows Inflation Needs ‘Some Work’

[Bloomberg] Treasuries Fall as Tech Shares Rebound, Weakening Haven Demand

[Bloomberg] Hedge Funds Cut Tech at Fastest Pace in a Decade, Goldman Says

[Bloomberg] CoreWeave Upgraded to Buy at Goldman on Overblown Debt Worries

[Bloomberg] Merz Warns Europe That It’s Underestimating the Russian Threat

[WSJ] Rioting in France: What’s Fueling the Violence and What Happens Next

[FT] French bond sell-off intensifies after violent protests