Pentagon withdraws China military list
According to Reuters, “US withdraws newly updated list of firms allegedly aiding China’s military”, the Federal Register briefly posted then *withdrew* a 1260H update that would have added Alibaba, Baidu and BYD — a move that immediately sharpened US‑China tech and procurement tensions. [Reuters](https://finance.yahoo.com/news/us-expected-add-alibaba-other-130808897.html)
Aurora hits 1,000‑mile driverless milestone
According to TechCrunch, “Aurora’s driverless trucks can now travel farther distances faster than human drivers”, the company says a nonstop Fort Worth–Phoenix run shows how *autonomy* can halve transit times and change freight economics as Aurora scales commercial routes. [TechCrunch](https://techcrunch.com/2026/02/12/auroras-driverless-trucks-can-now-travel-farther-distances-faster-than-human-drivers/)
OpenAI runs coding model on non‑Nvidia chips
According to Ars Technica, “OpenAI sidesteps Nvidia with unusually fast coding model on plate-sized chips”, the new GPT‑5.3‑Codex‑Spark runs on Cerebras hardware and delivers dramatic *speed* gains for coding workloads, signaling a shift in AI compute strategy. [Ars Technica](https://arstechnica.com/ai/2026/02/openai-sidesteps-nvidia-with-unusually-fast-coding-model-on-plate-sized-chips/)
January CPI cools
According to The Wall Street Journal, “Inflation Slowed to 2.4% in January, Helped by Lower Gasoline Prices”, the January CPI print cooled to 2.4% YoY, easing pressure on consumers and reshaping Fed rate-cut expectations; keyword: inflation. [The Wall Street Journal](https://www.wsj.com/economy/consumers/cpi-inflation-report-january-2026-65833c36)
Market reaction and yields
According to Barron’s, “Review & Preview: Inflation Yawner?”, Treasury yields fell and markets trimmed the pace of expected Fed easing after the CPI surprise, producing modest equity gains and renewed focus on rate timing; keyword: yields. [Barron’s](https://www.barrons.com/articles/stocks-today-inflation-cpi-report-fed-rate-cuts-74ae9146)
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