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Top Overnight News Oil dropped US-Iran talks got underway in Oman, with Tehran indicating that a quick deal is unlikely. BBG The U.S. Virtual Embassy in Iran issued a security alert early Friday urging American citizens to “leave Iran now.” The notice came as American and Iranian officials were scheduled for a new round of negotiations in Oman on Friday. CNBC Bitcoin is bouncing this morning (currently +525bps), rising after a selloff that briefly dragged the token to more than 50% below its October peak. BBG US consumer sentiment probably edged lower at the start of February on concerns about a cooling labor market and elevated prices. BBG BOJ board member Kazuyuki Masu highlighted the need for a higher benchmark interest rate. BBG Indonesia’s assets slid after Moody’s cut the country’s credit outlook to negative. The cost of insuring sovereign debt rose to around 80 bps, the biggest increase among Asian sovereigns. BBG Intel and AMD have notified Chinese customers of supply shortages for server central processing units (CPUs), with Intel warning of delivery lead times of up to six months. The supply constraints have driven up prices for Intel's server products in China by more than 10% generally, although pricing varies by customer contract. RTRS Big Tech stocks sold off heavily after the companies unveiled plans to spend $660bn this year on AI, as investors fret that the “breathtaking” capital expenditures are outpacing the eranigns potential of the new technology. Amazon, Google and Microsoft are set to lose a combined $900bn in mkt value since filing their quarterly earnings over the past week. FT Sweden’s core inflation slowed more rapidly than expected last month, suggesting a March rate cut may be in play. The CPIF rate excluding energy fell to 1.7% from 2.3% in December. BBG South Korean official said US is taking necessary steps regarding the issue of South Korea being on sensitive country lists: Yonhap.