Nvidia Concedes China AI Market
According to eWeek, “Jensen Huang: Nvidia Has ‘Largely Conceded’ China to Huawei”, CEO Jensen Huang told CNBC the company has largely CONCEDED the Chinese AI‑chip market amid U.S. export controls, a shift that accelerates a bifurcated global semiconductor landscape. [eWeek](https://www.eweek.com/news/nvidia-china-huawei-ai-chip-gap-apac/)
Google Ships Gemini 3.5 Flash
According to Google’s blog, “Gemini 3.5: frontier intelligence with action”, Gemini 3.5 Flash is available now and promises AGENTIC speed and frontier performance for agents and coding, with Google highlighting benchmarks and broad rollout across Search, the Gemini app and developer tools. [Google Blog](https://blog.google/innovation-and-ai/models-and-research/gemini-models/gemini-3-5/)
OpenAI Launches Daybreak Cyber Platform
According to Cybersecurity Dive, “OpenAI launches Daybreak to combat cyber threats”, Daybreak pairs Codex Security with GPT models and partners like Cloudflare and CrowdStrike to detect, prioritize and help patch vulnerabilities — a major move toward AI‑driven DEFENSE. [Cybersecurity Dive](https://www.cybersecuritydive.com/news/OpenAI-Daybreak-cyber-threats/820122/)
Inflation surprise
According to the BLS, “Consumer Price Index News Release – 2026 M04 Results” showed CPI rose 0.6% month‑on‑month and 3.8% year‑on‑year in April, keeping inflation elevated and complicating Fed policy. [BLS](https://www.bls.gov/news.release/cpi.htm)
Markets jitter on Middle East
According to Investing.com, “Wall St opens lower as oil jumps on renewed Mideast concerns” as rising oil and Treasury yields stoked inflation fears and weighed on U.S. equities. [Investing.com](https://www.investing.com/news/stock-market-news/wall-st-opens-lower-as-oil-jumps-on-renewed-mideast-concerns-4704319)
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