Federal AI Order
According to Reuters, “Trump says he will sign executive order this week on AI approval process”, the president said he will push a single national standard to streamline approvals and avoid a patchwork of state laws, stressing U.S. leadership in AI. [Reuters](https://www.reuters.com/world/trump-says-he-will-sign-executive-order-this-week-ai-approval-process-2025-12-08/)
Enterprise Security Warning
According to The Register, “Block all AI browsers for the foreseeable future: Gartner”, the advisory “Cybersecurity Must Block AI Browsers for Now” urges firms to BLOCK agentic AI BROWSERS, warning of data exfiltration, prompt‑injection and autonomous‑action risks and recommending vetting of back‑end services. [The Register](https://www.theregister.com/2025/12/08/gartner_recommends_ai_browser_ban/)
China Chip Spin-off
According to Reuters, “Baidu’s Kunlunxin, valued at close to $3 billion, eyes Hong Kong IPO, sources say”, Baidu is reported to be preparing a spin‑off and potential Hong Kong listing for its AI chip arm, a move that could accelerate CHIPS self‑sufficiency and funding for domestic AI accelerators. [Reuters](https://www.reuters.com/world/china/baidus-kunlunxin-valued-close-3-billion-eyes-hong-kong-ipo-sources-say-2025-12-05/)
Oppenheimer’s 2026 S&P call — According to Reuters, “Oppenheimer sets Street-high 8,100 S&P 500 target for 2026” the firm cites stronger corporate earnings and AI-driven gains, forecasting $305 EPS and expecting Fed cuts to sustain the equity rally. [Reuters](https://www.reuters.com/business/oppenheimer-sets-street-high-8100-sp-500-target-2026-2025-12-08/)
Carvana joins S&P 500 — According to Reuters, “Carvana set to join S&P 500, shares jump” the online used-car retailer will be added on Dec. 22, sparking a rally as index-tracking flows and renewed investor confidence lift the stock. [Reuters](https://www.reuters.com/business/autos-transportation/carvana-set-join-sp-500-shares-jump-2025-12-08/)
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