Trump announced approval for H200 exports to China, as long as 25% of its revenue is turned over to the US government Will China take it$英偉達(NVDA)$  

As the world's largest mobile operating system, Android has built a near-zero entry for Google's traffic. Through pre-installed search, Chrome, and YouTube applications, Alphabet has transformed 3 billion device users into sustained cash flow. More importantly, the massive amount of behavioral data (search records, location information, etc.) generated by the system has become the exclusive nutrient for training the Gemini large model, forming a self-reinforcing flywheel for "data AI-monetization". In fact, Google's seven major products have a user base of over 2 billion, creating the largest digital ecosystem in human history. When users leave their footprints on platforms such as search, YouTube, and maps simultaneously, the data synergies are exponentially amplified. This ecological col

Some AI bubbles exist in some area or companies already. Mag 7 sound ok at this moment  The AI startups of "potential unicorns" are on the brink of bankruptcy due to failure to raise enough funds, including the once-scented Builder.ai and Rodin AI. Builder.ai, which has been backed by Microsoft (MSFT), Qatar Investment Authority (Qatar Investment Authority) and SoftBank, claims to be able to develop applications with AI, with a valuation of over $1.5 billion at one point. However, in May this year it was exposed that it had exaggerated sales by a full 300%, and its so-called "artificial intelligence" writing app was actually relying on Indian outsourcing engineers to write code manually and use human intelligence to tease artificially. As a result, the entire AI concept valuation

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October 2025: CDS spread ~43 bp → relatively low credit risk. - November 2025: CDS spread ~110 bp → more than doubled, signaling heightened investor concern. - Implication: Investors are paying ~1.1% annually of notional to insure Oracle’s debt, reflecting caution about its aggressive AI infrastructure spending and debt load. 📌 Why This Matters - Debt Financing: Oracle is investing heavily in AI and cloud infrastructure, which increases leverage. - Credit Ratings: Still investment grade (BBB range), but weaker than peers like Microsoft. - Market Sentiment: CDS widening often precedes bond yield increases or equity volatility.   Oracle may depend heavily on loan if open ai does not make AI great again  Google changes the trend of market