What I Am Reading
Wednesday, October 8, 2025
Markets I
- Stocks Fall After Report Raises Concerns About AI ProfitabilityWall Street Journal
- Oracle stock slips on report company seeing thin Nvidia chip marginsCNBC
- Nvidia CEO Huang says Oracle will be 'wonderfully profitable,' despite reported thin marginsCNBC
- How the S&P 500 performed after 10 previous government shutdownsCNBC
Markets II
- Trading Day: A 'melt up' time out (except gold)Reuters
- A New Wall Street Trade Is Powering Gold and Hitting CurrenciesWall Street Journal
- Gold Price Hits $4,000 an Ounce as Record-Breaking Climb ContinuesWall Street Journal
- Ray Dalio says today is like the early 1970s and investors should hold more gold than usualCNBC
- Oil rises on fading oversupply fear after OPEC+ restrains output increaseReuters
Central banks
US
- NY Fed finds rising worry about state of job market in SeptemberReuters
- Trump's threat to invoke Insurrection Act escalates showdown with Democratic citiesReuters
- Explainer: Trump keeps bringing up the Insurrection Act. What is it?Reuters
- Trump White House Says Furloughed Federal Workers’ Back Pay During Government Shutdown Isn’t AssuredWall Street Journal
Europe
- An Isolated Macron Is Pushing the Limits of France’s Political SystemWall Street Journal
Trade
Industries & companies
- Tesla Unveils ‘Standard’ Model Y Starting at $39,990Wall Street Journal
- California’s Newsom Signs Bill to Curb Private Equity’s Role in HealthcareWall Street Journal
Corporate finance & AI
- The global M&A engine is roaring, fueled by megadeals and rate-cut betsCNBC
- OpenAI's Nvidia, AMD Deals Boost $1 Trillion AI Boom With Circular DealsBloomberg
- Nvidia to Finance Musk’s xAI Chips as Part of $20 Billion DealBloomberg
- Anthropic and IBM Partner in Bid for AI Business CustomersWall Street Journal
- Michael Dell: 'At some point there'll be too many' AI data centersCNBC
- AI and jobs truth? 'No one knows anything': Wharton guru Ethan MollickCNBC