Daily News Links

8489 posts

Friday, February 6, 2026

General

• Stocks rebound Friday after three-day slide as tech shares pop, bitcoin stabilizes: Live updates
  CNBC
• Amazon stock falls 8% on $200 billion spending forecast, earnings miss
  CNBC
• Wall Street's AI honeymoon phase is over
  Axios
• Data centers dominate rising U.S. power demand growth
  Axios
• U.S. asks American citizens to ‘leave Iran now’ ahead of high-stakes talks with Tehran
  CNBC
• Big Tech to Spend $650 Billion This Year as AI Race Intensifies
  Bloomberg
• Private Credit Stocks Keep Falling as Software Wipeout Spreads
  Bloomberg
• US Yield Curve Nears Steepest in Four Years Amid Market Ructions
  Bloomberg
• Crypto-Hoarding Firms Pose Fresh Threat to Market After Selloff
  Bloomberg
• BOJ Board Member Adds to Signals Pointing to Interest Rate Hikes
  Bloomberg
• China’s Easy Money Floods Metals Markets as Real Economy Falters
  Bloomberg
• Crypto Takes a Deep Slide Despite Trump’s Support
  NYT
• The Dark Side of A.I. Weighs on the Stock Market
  NYT
• The Software Rout Is Spreading Pain to the Debt Markets
  WSJ
• The Week Anthropic Tanked the Market and Pulled Ahead of Its Rivals
  WSJ
• Private Markets’ AI Panic: When ‘Recurring Revenue’ Isn’t
  WSJ
• Big Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fears
  FT
• Donald Trump’s policies dent international travel to US in blow to tourism sector
  FT

Thursday, February 5, 2026

Evening

• Bitcoin drops 18%, breaking below $61,000 as sell-off intensifies, doubts about crypto grow
  CNBC
• Stock futures drop as Amazon slide adds to Wall Street’s tech woes: Live updates
  CNBC
• Amazon sees 50% boost to capital spending this year, shares tumble
  Reuters
• Wall Street’s Favorite Trades Collapse as Market Selloff Deepens
  Yahoo/Bloomberg
• Falling tech stocks and a plunge for bitcoin hit Wall Street
  AP
• Bitcoin falls below $64,000 as losses accelerate, hits lowest levels since October 2024
  Yahoo Finance
• Saylor-led Strategy's quarterly losses widen as bitcoin faces another reckoning
  Yahoo/Reuters
• Amazon Falls After Vowing to Spend $200 Billion on AI This Year
  Bloomberg
• Saylor’s Crypto Project Pounded After $12.4 Billion Loss
  Bloomberg
• GOP Senators Say Powell Probe ‘Waste of Time’ Amid Warsh Impasse
  Bloomberg
• Blackstone-Backed Liftoff Postpones IPO on Software Rout
  Bloomberg
• Private Capital Titans Rush to Defend Software Companies as AI Rout Deepens
  Bloomberg
• Soaring Food Bills Pose Risk to Takaichi’s Election Prospects
  Bloomberg
• Bitcoin Booster’s $12 Billion Loss Headlines Crypto’s Worst Day Since 2022 Crash
  WSJ
• Shares of private capital giants sink on worries AI risks hitting growth
  FT

Afternoon

• Dow drops 400 points, Nasdaq craters for a third day as stock sell-off gains steam: Live updates
  CNBC
• Oil Declines After Iran Confirms US Negotiations Set for Friday
  Yahoo/Bloomberg
• Bitcoin slump shakes companies that jumped on crypto-hoarding bandwagon
  Yahoo/Reuters
• Anthropic releases AI upgrade as market punishes software stocks
  Yahoo/Reuters
• Big Tech CEOs seek to quell AI worries hammering software stocks
  Yahoo Finance
• Trump would decide whether to investigate Fed pick Warsh over refusal to cut rates: Bessent
  CNBC
• Crowded Hedge Fund Treasuries Trade Faces Risk of Rapid Unwind
  Bloomberg
• Blue Owl Sees No Tech ‘Red Flags’ as Shares Extend Record Plunge
  Bloomberg
• Crypto Plunge Sparks Broad Rout in Digital Asset Treasury Stocks
  Bloomberg
• Taiwan Defense Minister Says US to Speed Up Weapons Deliveries
  Bloomberg
• Weak Hiring, Layoff Plans Paint a Gloomy Labor Market Picture
  WSJ
• Big Tech shares slide for third day with AI stocks under pressure
  FT

General

• S&P 500 falls for a third day as Alphabet, bitcoin and silver slide: Live updates
  CNBC
• Europe struggles to shake off tech rout, silver savaged again
  Reuters
• Bitcoin drops below $70,000 as sell-off continues
  CNBC
• Bitcoin Falls Below $70,000 as Market Faces a ‘Crisis of Faith’
  Yahoo/Bloomberg
• Gold, silver falter as speculators retreat, dollar firms
  Reuters
• Options Traders Pile Into Tech Hedges After Software Rout
  Yahoo/Bloomberg
• Morning Bid: Skittish investors haunted by tech sell-off
  Reuters
• US applications for jobless benefits jump by 22,000 to 231,000 last week, the most in 2 months.
  AP
• Layoffs in January were the highest to start a year since 2009, Challenger says
  CNBC
• Hedge Flow Hedge funds hit by AI sell-off, Goldman Sachs says
  Reuters
• AI arms race approaches IPO reckoning
  Axios
• Iran seizes 2 foreign oil tankers in Persian Gulf, state media says
  AP
• The Pessimist’s Guide to the Credit Boom
  Bloomberg
• Another Cold Blast to Grip US Northeast, Testing Power Demand
  Bloomberg
• Dovish Bank of England Hold Spurs Bets on Faster Rate Cuts
  Bloomberg
• US and Russia Enter Uncertain Era as Key Nuclear Pact Expires
  Bloomberg
• Seoul Apartment Prices Rise Further Even as Lee Hardens Resolve
  Bloomberg
• Fed’s Cook Focused on Inflation Risks as Greater Threat to Economy
  WSJ
• The American and Chinese Economies Are Hurtling Toward a Messy Divorce
  WSJ
• Kevin Warsh channels Alan Greenspan in AI productivity bet
  FT
• Bank of England holds rates steady at 3.75% in knife-edge vote
  FT
• ECB holds interest rates at 2%
  FT
• Private credit group Ares defies market jitters with record inflows
  FT
• Cuba hit by blackouts as threat of Trump oil blockade bites
  FT

Evening

• S&P 500 futures rise after latest earnings; traders weigh Alphabet results: Live updates
  CNBC
• Iran and the US will hold nuclear talks Friday in Oman as tensions remain high
  AP
• Trump Says Iran Should Be ‘Very Worried’ as Talks Set for Friday
  Yahoo/Bloomberg
• Trillion-Dollar Tech Wipeout Ensnares All Stocks in AI’s Path
  Bloomberg
• What’s Behind the ‘SaaSpocalypse’ Plunge in Software Stocks
  Bloomberg
• Fed’s Cook Says Central Bank Must Maintain Inflation Credibility
  Bloomberg
• Bessent Says Fed Lacks Accountability and Has Lost Public Trust
  NYT
• Google to Double Spending as Earnings Beat Wall Street Expectations
  WSJ

Wednesday, February 4, 2026

Afternoon

• S&P 500 falls for a second day, Nasdaq sheds 2% as chip stocks decline, led by AMD: Live updates
  CNBC
• Bitcoin-Led Crypto Rout Erases Nearly $500 Billion in a Week
  Yahoo/Bloomberg
• Oil Surges on Report that US-Iran Talks Have Hit a Snag
  Yahoo/Bloomberg
• Dip-buyers go missing as software selloff slams stocks
  Reuters
• Scoop: Plans for Iran nuclear talks are collapsing, U.S. officials say
  Axios
• Kevin Warsh's tenure as Fed governor shaped by inflation concerns, central bank credibility
  Yahoo/Bloomberg
• Bessent: Fed lost trust of American people over inflation, threatening independence
  Yahoo/Reuters
• Millions of Americans face higher utility bills after rate hike approvals
  Yahoo/CBS
• Trump, Xi Discuss Taiwan and Trade Ahead of Planned Summit
  Yahoo/Bloomberg
• Distressed Software Loans Swell by $18 Billion in Span of Weeks
  Bloomberg
• US Services Sector Maintains Fastest Growth Since 2024
  Bloomberg
• Top Republican Senator Says Fed’s Powell Didn’t Commit a Crime
  WSJ
• U.S. Services-Sector Activity Continues to Rise in January
  WSJ

General

• Global software stocks extend losses amid fears over AI-led disruption
  CNBC
• S&P 500 is little changed amid lingering tech pressure, weak jobs data: Live updates
  CNBC
• Software Stocks Slide Again as AI Threats Rattle Investors
  Yahoo/Bloomberg
• Gold Rebounds Above $5,000 as Historic Retreat Tempts Dip Buyers
  Yahoo/Bloomberg
• Private payrolls rose by just 22,000 in January, far short of expectations, ADP says
  CNBC
• Rough winter weather hits homebuyers, tanking mortgage demand
  CNBC
• Fed pick: Tillis doubles down on Warsh blockade over concerns about Fed independence
  CNBC
• US Treasury announces $125 billion refunding, keeps auction sizes unchanged
  Reuters
• Nvidia AI chip sales to China stalled by US security review, FT reports
  Yahoo/Reuters
• Wall Street’s Rotation Into Value Has a Dot-Com Warning to It
  Yahoo/Bloomberg
• New arms race looms as clock ticks down on last Russia-US nuclear treaty
  Reuters
• Nvidia’s Doubts About OpenAI Are a Warning for Microsoft
  Bloomberg
• China’s Services Activity Picks Up in Sign of Economic Momentum
  Bloomberg
• Why A.I. Fears Are Battering Stocks, Again
  NYT
• Once the Hottest Bet on Wall St., Private Credit Has Started to Crack
  NYT
• AI Threatens a Wall Street Cash Cow: Financial and Legal Data
  WSJ
• America’s Critical-Minerals Strategy Looks Increasingly Chinese
  WSJ
• Iran Plays Hardball With the U.S. to Throw It Off Balance
  WSJ
• Nvidia AI chip sales to China stalled by US security review
  FT
• Banks seek out new buyers for Oracle data centre loans
  FT
• The Treasury market is treading in dangerous waters
  FT
• Reading the runes on a Warsh Fed
  FT
• US and Iran set to meet in Oman as Middle East tensions spiral
  FT

Tuesday, February 3, 2026

Evening

• S&P 500 futures are little changed after tech selloff drags down major averages: Live updates
  CNBC
• Private credit stocks plummet on concern about exposure to software industry disrupted by AI
  CNBC
• Threat of new AI tools wipes $300 billion of software and data stocks
  MSN/WSJ
• Trump signs $1.2 trillion funding bill to end shutdown and fund DHS for 2 weeks
  Politico
• The wealthy ramp up spending while other Americans tread water, new study finds
  AP
• Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other
  CNBC
• Blue Owl, Ares Lead Private Market Firms Bashed by Software Risk
  Bloomberg
• Michael Burry Warns of Cascading Effects From Bitcoin Plunge
  Bloomberg
• Xi’s Military Purge Might Be Dangerous for the US
  Bloomberg
• Home Builders Turn to White House for Help on Inventory Glut
  WSJ
• Vladimir Putin Isn’t Winning in Ukraine
  WSJ
• Kevin Warsh faces Senate battle as lawmakers object to Donald Trump’s attacks on Federal Reserve
  FT

Afternoon

• Wall St selloff deepens led by software, cloud firms
  Reuters
• Dow drops 400 points, S&P 500 sheds 1% as investors rotate out of tech: Live updates
  CNBC
• Bitcoin Drops Below $76,000 With Traders Pivoting Back to Metals
  Yahoo/Bloomberg
• Investors ramp up bets on steeper yield curve under Warsh-led Fed
  Reuters
• Blackstone's Gray says AI disruption risk is 'top of the page' for us
  Yahoo/Reuters
• How dollar disorder could be a wake-up call for global investors
  Reuters
• Mike Johnson clears critical hurdle to ending government shutdown
  Axios
• Builders Push ‘Trump Homes’ in Pitch for a Million Houses
  Yahoo/Bloomberg
• Texas Considers Revisiting Some Data Center Grid Approvals
  Bloomberg
• Gold and Silver Fans ‘Hate This New Volatility’ But Keep the Faith
  Bloomberg
• Finance Leaders Weigh In on Trump, the Fed, Investing and AI Risk
  WSJ
• Ken Griffin Says CEOs Find Trump’s Interference ‘Distasteful’
  WSJ
• U.S. Shoots Down Iranian Drone Aimed at Carrier
  WSJ
• Three-Quarters of Greenlanders Don’t Want to Be Part of the U.S., Poll Shows
  WSJ

General

• S&P 500 gains as Palantir shares soar, gold and silver trade recovers: Live updates
  CNBC
• Gold Rallies With Silver as Historic Rout Lures Back Dip Buyers
  Yahoo/Bloomberg
• Copper Rebounds as China Industry Group Calls for Stockpiling
  Yahoo/Bloomberg
• ‘Get Me Out’: Traders Dump Software Stocks as AI Fears Erupt
  Yahoo/Bloomberg
• Trump-backed deal to end shutdown faces tight House vote
  Reuters
• Trump urges House to vote quickly to end the partial government shutdown
  AP
• Seeking shelter from Trump’s fury, US trade partners reach deals with each other
  AP
• Australia raises rates for first time since late 2023 as inflation hits six-quarter high
  CNBC
• Ray Dalio warns the world is ‘on the brink’ of a capital war
  CNBC
• Power grid delays challenge Amazon's data center expansion in Europe
  Yahoo/Reuters
• Exclusive: Chinese hackers impersonate U.S. policy briefings in phishing lures
  Axios
• Europe begins its slow retreat from US dependence
  Politico
• Real Fears Lurk Behind the Dollar 'Debasement Trade’
  Bloomberg
• Japan Bond Auction Sees Drop in Demand on Caution Into Election
  Bloomberg
• The Global Economy’s Warning Signals Are Broken
  NYT
• What Oracle Has to Lose From OpenAI and Nvidia’s Rocky Relationship
  WSJ
• Fed’s Barkin Says We Have Been Bringing Rates Back Down Toward Neutral Levels
  WSJ
• Trump Says He Will Sue Harvard for $1 Billion
  WSJ
• Taiwan Doubles Down on U.S. Partnership, Even as America’s Alliances Fray
  WSJ
• The political cost of America’s surging electricity bills
  FT
• The real European financial threat to America
  FT
• Australian central bank reverses course with interest rate increase
  FT
• Inside Trump’s $550bn ‘shakedown’ of Japan Inc
  FT
• Global investors need to go on Japan watch right now
  FT
• Russia hits Ukraine energy sites as Trump truce unravels
  FT

Evening

• S&P 500 futures are little changed after index rises to start February trading: Live updates
  CNBC
• Crypto market volatility triggers $2.5 billion in bitcoin liquidations
  Reuters
• Dollar Extends Advance to Second Day as Metals Drop, Oil Sinks
  Yahoo/Bloomberg
• Trump says DOJ should continue Fed Chair Powell probe ‘to the end’
  CNBC
• Dealers on Watch for Any Bessent Debt-Sale Move to Temper Yields
  Yahoo/Bloomberg
• Oracle to raise $50 billion as AI debt piles up
  Axios
• Trump Unveils $12 Billion Critical Minerals Stockpile
  NYT
• Trump Pushes House Republicans to End Partial Shutdown Quickly
  WSJ
• What to Know About the Wild Swings in Gold and Silver
  WSJ
• Oracle raises $25bn in bond offering despite concerns over rising debt
  FT
• Tech billionaires fuel Donald Trump’s $429mn haul ahead of midterm elections
  FT
• SpaceX buys xAI to unite crucial parts of Elon Musk’s empire
  FT

Monday, February 2, 2026

Afternoon

• Dow rallies 500 points as traders shake off gold, silver and bitcoin declines: Live updates
  CNBC
• Oil Plunges as Iran Risks Ease and Commodities Selloff Deepens
  Yahoo/Bloomberg
• Winter storm's power outages hammer the South
  Axios
• Partial US government shutdown will delay January's employment report, BLS says
  Yahoo/Reuters
• Trump plans to lower tariffs on Indian goods to 18% after India agreed to stop buying Russian oil
  AP
• Warsh to face 'tall task' as Fed chief, Bostic says
  Reuters
• China eyes challenge to U.S. dollar dominance – but that's easier said than done
  Axios
• Trump Needs an Off-Ramp for Powell Feud to Speed Warsh Into Fed
  Bloomberg
• Even In Warsh’s World, Bitcoin Will Be Dumped for Gold
  Bloomberg
• Apollo Says Risk of Yen Carry Unwind as Speculators Cut Bets
  Bloomberg
• Private Credit Defaults Would Hit 13% in UBS Worst Case for AI
  Bloomberg
• Collapsed FX Broker’s Derivatives Counterparties Hit by 98% Loss
  Bloomberg
• What Kevin Warsh Learned Working for Stanley Druckenmiller
  WSJ
• U.S., Iran Poised to Meet for Talks
  WSJ
• Xi’s ominous purge of his top general
  FT

General

• S&P 500 falls to start week on bitcoin decline, Nvidia pullback: Live updates
  CNBC
• Oil slides over 5% as Trump signals Iran talks, easing supply shock fears
  CNBC
• Korea’s World-Beating Stock Rally Stumbles as Risk-Off Wave Hits
  Yahoo/Bloomberg
• The $3 Trillion AI Data Center Build-Out Becomes All-Consuming For Debt Markets
  Yahoo/Bloomberg
• Oracle to Raise Up to $50 Billion in 2026 for Cloud Buildup
  Yahoo/Bloomberg
• Speaker Johnson faces tough choices on partial government shutdown and debate over ICE
  AP
• Japan PM Takaichi must face bond investors before winning over voters
  Yahoo/Reuters
• Bitcoin Flirts With Lowest Price Since Trump’s Return to Office
  Bloomberg
• Dudley: Warsh Has Promised More Than He Can or Should Deliver
  Bloomberg
• Software Slump Sees Another Leveraged Loan Deal Put on Hold
  Bloomberg
• Private Credit Is Headed for a Software Shock
  Bloomberg
• Japan’s Bond Market Has a Warning for America
  Bloomberg
• Michael Saylor’s High-Stakes Bitcoin Bet Faces Fresh Strain
  Bloomberg
• BOJ Summary Suggests Emerging Urgency Around Timely Rate Hikes
  Bloomberg
• China’s Factory Activity Gauge Expands for Export-Oriented Firms
  Bloomberg
• Vanke’s Record Loss Leaves Developer at Mercy of State Backer
  Bloomberg
• The Effects of Tariffs, One Year Into Trump’s Trade Experiment
  NYT
• Western Ski Resorts and Their Terrible, Horrible, No Snow, Very Bad Year
  NYT
• Saying You Want to Shrink the Fed Is One Thing. Doing It Is Another.
  WSJ
• The Housing Market Is Swinging Toward Buyers
  WSJ
• Markets are set to test Warsh
  FT
• An oral history of the Fed’s Covid-19 crisis
  FT
• The stablecoin war: Wall Street vs crypto over the future of money
  FT

Sunday, February 1, 2026

Evening

• Stock futures fall after silver, bitcoin sell off; questions loom over AI trade: Live updates
  CNBC
• Johnson says no quick House vote to end partial shutdown and blames Democrats for their ICE demands
  AP
• Warsh’s Return Revives Tensions Over the Fed’s $6.6 Trillion QE Hangover
  Yahoo/Bloomberg
• Oracle plans to raise $45 billion to $50 billion in 2026
  Yahoo/Reuters
• United Arab Emirates’ ‘Spy Sheikh’ bought secret stake in Trump crypto company: WSJ
  CNBC
• Yen Weakens Versus Dollar After Takaichi Comments on Currency
  Bloomberg
• Hassett Calls for Fed Balance Sheet to Be ‘as Lean as Possible’
  Bloomberg
• BlackRock, Pimco See Inflation Risks the Wider Market Dismisses
  Bloomberg
• Australia 10-Year Yield Heads Toward 5% as RBA Tightening Looms
  Bloomberg
• Home Prices Rising by the Week Shatter Ownership Dreams in Seoul
  Bloomberg
• Carvana’s Red-Hot Growth Runs on a Cycle of Borrowed Money
  Bloomberg
• Trump Says He’ll Close Kennedy Center for Two Years in July
  Bloomberg
• House’s Bid to End Partial Shutdown Gets Tougher
  WSJ
• ‘Spy Sheikh’ Bought Secret Stake in Trump Company
  WSJ

General

• Bitcoin’s break below $80,000 signals new crisis of confidence
  Yahoo/Bloomberg
• January jobs data, Alphabet and Amazon earnings, more Warsh fallout: What to watch this week
  Yahoo Finance
• OpenAI Investment Was ‘Never a Commitment,’ Nvidia’s Huang Says
  Yahoo/Bloomberg
• How Chinese speculators set the stage for gold and silver crash
  Yahoo/Bloomberg
• AI Boom Is Triggering a Loan Meltdown for Software Companies: Credit Weekly
  Bloomberg
• Japan’s Takaichi Clarifies Weak Yen Remarks From Election Rally
  Bloomberg
• Iran’s Supreme Leader Warns of ‘Regional War’ as US Threat Looms
  Bloomberg
• Trump Jokes About Suing Warsh if He Doesn’t Lower Interest Rates
  WSJ
• High-Speed Internet Boom Hits Low-Tech Snag: a Labor Shortage
  WSJ
• AI’s Fundraising Frenzy Continues
  WSJ
• The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice
  WSJ
• The Vibe in the Crypto Market Right Now: ‘Stay Alive’
  WSJ
• Snow Drought in the West Reaches Record Levels
  WSJ
• Before Any Strike on Iran, U.S. Needs to Bolster Air Defenses in Mideast
  WSJ
• China’s Xi, Now Alone Atop His Military, Is the Sole Voice in Tackling Taiwan
  WSJ
• Bitcoin price slides to lowest level since 2025 tariff shock
  FT
• Americans have drawn a red line in Minnesota
  FT
• Xi Jinping calls for China’s renminbi to attain global reserve currency status
  FT

Saturday, January 31, 2026

General

• Warsh 'regime change' faces steep hurdles at a sprawling US central bank
  Yahoo/Reuters
• Southern US Winter Storm Snarls Air Travel, Threatens Citrus
  Yahoo/Bloomberg
• Nvidia CEO Huang denies he is unhappy with OpenAI, says 'huge' investment planned
  Yahoo/Reuters
• Private Credit Worries Bedevil Shares of Biggest Buyout Shops
  Bloomberg
• Iran Renews Threat to Strike Israel as Fears of US Attack Grow
  Bloomberg
• China Factory Activity Unexpectedly Slides Into Contraction
  Bloomberg
• Kevin Warsh Has a Tough Job Ahead. It’s Not the First Time.
  NYT
• A Hawkish Kevin Warsh at the Fed Could Haunt Bessent
  NYT
• Sell America Is the New Trade on Wall Street
  NYT
• For Hassett, Loyalty to Trump Became a Liability in Fed Race
  NYT
• Wall Street Can’t Decide Whether Kevin Warsh Will Be a Friend or Foe
  WSJ
• How Fed Pick Warsh Survived Trump’s Ultimate Reality Show
  WSJ
• Kevin Warsh’s Three Tasks: Shrink the Fed, Tame Inflation, Manage the President.
  WSJ
• How America First Risks Becoming America Alone
  WSJ
• Venezuela’s New Leader Is Trying to Run Out the Clock on Trump
  WSJ
• Kevin Warsh’s nomination as Fed chair to spark rethink of bank’s role
  FT