Market Pullback in Tech
According to Reuters, ‘US stocks slip as tech loses steam in final week of 2025’, major indexes eased as Nvidia, Palantir and Tesla pulled back, signaling investor caution ahead of year-end. The move underscores CONCERN about concentration in AI-heavy names and thin holiday volumes. [Reuters](https://www.reuters.com/business/us-stock-futures-inch-lower-after-last-weeks-rally-holiday-shortened-week-2025-12-29/)
Copilot Upgrades to GPT‑5.2
According to BleepingComputer, ‘Microsoft Copilot is rolling out GPT 5.2 as “Smart Plus” mode’, Microsoft is deploying GPT-5.2 across web, Windows and mobile to boost handling of complex tasks and longer contexts. The rollout spotlights PLATFORM competition and upgraded AI capability for productivity tools. [BleepingComputer](https://www.bleepingcomputer.com/news/microsoft/microsoft-copilot-is-rolling-out-gpt-52-as-smart-plus-mode/)
U.S. AI Security Concerns
According to The Washington Post, ‘China is using American AI against the U.S. Here’s how to stop it.’, the opinion warns that adversarial actors are repurposing U.S. models and urges stronger safeguards and reporting. The piece frames MISUSE of AI as a national-security priority requiring industry-government action. [Washington Post](https://www.washingtonpost.com/opinions/2025/12/29/ai-labs-china-security-standards/)
Year-end liquidity spike
According to Reuters, “Banks tap Fed liquidity tool amid year-end pressures” as banks borrowed $25.95 billion via the Fed’s standing repo facility on Monday — the third-highest use since 2021 — underscoring acute liquidity strains and active Fed market support. [Reuters](https://www.reuters.com/business/banks-tap-fed-liquidity-tool-amid-year-end-pressures-2025-12-29/)
US stocks lag global peers
According to the Financial Times, “US stocks eclipsed by rest of world in 2025 as investors diversify” with the MSCI ex‑US up about 29% versus the S&P 500’s ~17%, driven by international AI gains and a shift toward diversification. [Financial Times](https://www.ft.com/content/10a8a099-5719-42ce-a2eb-edc3045a632f)
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