Chip Exports
According to Reuters, “US to allow Nvidia H200 chip shipments to China, Trump says”, the administration cleared H200 exports under Commerce review to balance market access and security, a move critics warn could strengthen China’s AI capabilities — AI is central to the debate. [Reuters](https://www.reuters.com/world/china/us-open-up-exports-nvidia-h200-chips-china-semafor-reports-2025-12-08/)
Surveillance Hunt
According to The Associated Press, “A Chinese official exposed his boss. Now in Texas, he’s hunted by Beijing – with help from US tech”, an AP probe shows U.S. corporate software and services have been repurposed to track dissidents and officials abroad, raising export-control, privacy and human-rights alarms; SURVEILLANCE is the core concern. [AP](https://apnews.com/article/adbd0bcfbb0892bfcb85948acb3f515f)
Defense Supply Shift
According to Reuters, “Defense bill would require US military to end reliance on Chinese display tech by 2030”, lawmakers added a mandate to map and replace China-sourced electronic DISPLAYS in military systems by 2030, spotlighting supply‑chain resilience and national security tradeoffs. [Reuters](https://www.reuters.com/world/us/defense-bill-would-require-us-military-end-reliance-chinese-display-tech-by-2030-2025-12-09/)
According to the Federal Reserve, “Implementation Note issued December 10, 2025,” the Fed lowered the federal funds target to 3.50–3.75%, cutting rates 25 bps and committing to Treasury bill purchases to keep reserves ample as officials weigh inflation and labor‑market risks. [Federal Reserve](https://www.federalreserve.gov/newsevents/pressreleases/monetary20251210a1.htm)
According to Reuters, “Wall Street ends lower; fears of AI bubble and inflation send investors away,” Broadcom’s weak margin outlook reignited AI concerns and, along with rising Treasury yields, drove a tech‑led selloff that pushed the S&P 500 and Nasdaq lower. [Reuters](https://www.reuters.com/business/nasdaq-sp-500-futures-slip-broadcom-outlook-reignites-ai-bubble-fears-2025-12-12/)
Too busy to read? Listen to the audio file.