Evening Scan

Stocks steadied after last week's AI-trade selloff, helped by cheaper oil. The weekend's main story: the Binance hack attributed to North Korea. Separately, the AI financing machine is tightening—same borrower, same collateral, higher debt costs.

$6.3B — The amount the FBI and Secret Service say North Korean hackers stole from Binance. (The Record)

AI debt nerves sharpen

A Blackstone-backed data center operator's debt is now being shopped at 2.2 to 2.5 points over Treasurys after an earlier deal fell through. That spread is how jitters register in basis points. (Semafor)

FBI blames N. Korea's TraderTraitor for Binance theft, urges crypto industry to block transactions

Attribution came over the weekend. The industry request is the notable part: freeze the transactions, because the money is already moving. (The Record)

Spot bitcoin ETFs see largest daily outflows in four months following record Binance hack (paywall)

Investors pulled $643 million on Friday, the biggest single-day exit since June 25. (The Block)

Disneyland's Autopia Ride Will Switch to Electric Vehicles (paywall)

After 71 years, the gas engines are out, apparently because they were never properly certified in the first place. (NYT)