What I Am Reading
Tuesday, February 17, 2026
Markets
Credit
- AI bubble fears are creating new derivativesYahoo Finance
Commodities
Central Banks
US
Europe
- Keir Starmer says Britain needs to 'go faster' on defense spendingFinancial Times
- Europe's path to security without the USFinancial Times
China
AI
- Pentagon warns Anthropic will "pay a price" as feud escalatesMSN
- OpenAI accuses China's DeepSeek of stealing AI technologyLA Times
- Big tech stocks lose billions as AI spending fears hit valuationsReuters
- The Contradiction at the Heart of the AI SelloffBloomberg
- Luxury stocks' volatility highlights AI jitters, hedge fund positioningReuters