AI Geopolitics
According to the Financial Times, “Nvidia’s Jensen Huang says China ‘will win’ AI race with US”, Huang warned China could overtake the U.S., citing Western regulation and investment gaps; this spotlights urgent AI strategic and supply‑chain risks. [Financial Times](https://www.ft.com/content/c2293c5d-38bc-429a-a598-63ad4d882e53)
Antitrust & App Stores
According to The Verge, “Epic and Google agree to settle their lawsuit and change Android’s fate globally”, Google would lower fees and register alternative stores; the SETTLEMENT could reshape global app fees, developer choice, and competition. [The Verge](https://www.theverge.com/policy/813991/epic-google-proposed-settlement)
Market Reaction
Bloomberg reports “Stock Traders Buy the Dip After Tech-Driven Slide: Markets Wrap”, noting a tech-led selloff and chip rebounds as investors reassess lofty AI valuations; the MARKET volatility underscores sensitivity to AI news and macro cues. [Bloomberg](https://www.bloomberg.com/news/articles/2025-11-04/asian-stocks-look-sluggish-after-wall-street-slump-markets-wrap)
Markets wobble on AI valuations — According to Reuters, “Wall Street ends higher as solid data, strong earnings offset valuation concerns” as investors remain wary of stretched AI valuations that sparked sharp swings in tech names, leaving markets sensitive to a potential correction. [Reuters](https://www.reuters.com/business/sp-500-nasdaq-futures-slip-valuation-concerns-linger-2025-11-05/)
Shutdown strains air travel — According to Reuters, “Exclusive: Trump administration orders 10% of flights cut at major US airports due to shutdown” as Transportation Secretary Sean Duffy warned cuts at 40 airports after controller and TSA absences, with the shutdown now in its 36th day and threatening broader economic pain. [Reuters](https://www.reuters.com/business/aerospace-defense/us-may-cut-air-traffic-10-by-friday-without-shutdown-deal-sources-say-2025-11-05/)
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