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Shares borrowed for short selling hit a high since March, driven by a stock's inclusion in the S&P 500, while major tech firms like ByteDance and Xiaohongshu see significant valuation increases amid regulatory and investment shifts. These developments highlight ongoing market optimism and regulatory uncertainties as of September 10, 2025.
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Recent developments highlight a shift in AI focus from foundational models to application-specific fine-tuning and autonomous agents. Chinese startups like DeepSeek prepare to launch advanced AI agents, while US and Chinese firms compete in monetization and technological innovation, signaling a new phase in AI's commercial and strategic landscape.
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As of September 19, 2025, US President Donald Trump and Chinese President Xi Jinping held a phone call discussing a TikTok ownership deal amid ongoing trade talks in Madrid. While Trump described progress on TikTok and other issues, details remain unclear and the transfer of TikTok to US control is not finalized. A face-to-face summit is expected at the Asia-Pacific Economic Cooperation summit in late October.
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U.S. and China are escalating trade tensions amid investigations into Chinese imports of U.S. chips and U.S. sanctions on Chinese companies. Negotiations in Madrid aim to de-escalate, but new probes and export restrictions threaten to deepen the conflict, impacting global tech markets and strategic industries.
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Negotiations between the US and China are advancing toward a deal on TikTok, with discussions focusing on ownership transfer, data security, and trade concessions. The deal aims to resolve long-standing issues dating back to Trump's administration, with a potential announcement following a call between Trump and Xi Jinping.
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US and China have agreed on a framework to transfer TikTok's US operations to US control, aiming to resolve long-standing security and trade issues. The deal, confirmed after negotiations in Madrid, could include licensing of proprietary technology and may influence tariffs and trade relations. A phone call between Trump and Xi is expected to finalize details today.
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YouTube announced new AI-powered features for creators, including likeness detection, auto-dubbing, Shorts enhancements, and live stream updates. These tools aim to improve content creation, engagement, and monetization, with a focus on Shorts and podcasts. The updates are rolling out globally, starting in the US, as of September 20, 2025.
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As of September 22, 2025, Nvidia has announced a $5 billion investment in Intel and a strategic partnership to develop AI data center and PC products. This follows China's ban on domestic firms purchasing Nvidia's AI chips, including the RTX Pro 6000D, amid ongoing US-China trade tensions. Nvidia CEO Jensen Huang expressed disappointment but remains supportive of both governments.
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China’s Cyberspace Administration has ordered domestic tech firms to stop testing and cancel orders for Nvidia's AI chips, citing national security concerns. The move follows previous restrictions and impacts Nvidia’s market access in China, amid ongoing US-China tech tensions.
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Chinese tech firms, including Cambricon and Huawei, are advancing their AI chip and supercomputer efforts to reduce reliance on US technology. Cambricon's stock surged on demand for domestic AI processors, while Huawei plans to launch powerful superclusters in 2026-2027, reflecting China's push for tech self-sufficiency.
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President Trump and Xi Jinping held multiple calls this week, signaling efforts to stabilize relations. They discussed trade, TikTok, and upcoming in-person meetings at the APEC summit. While progress was reported, key issues like TikTok's ownership and trade tariffs remain unresolved amid ongoing geopolitical tensions.
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As of September 28, 2025, former President Donald Trump confirmed that Rupert and Lachlan Murdoch, alongside Oracle's Larry Ellison and Michael Dell, are part of a U.S. investor group set to acquire TikTok's American operations. The deal aims for majority American ownership and control over TikTok's data and algorithm, with a deadline to finalize details by December 16, 2025.
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As of late September 2025, Super Typhoon Ragasa caused severe flooding and destruction across Taiwan, southern China, and the Philippines. At least 14 people died in Taiwan after a barrier lake burst in Hualien County, flooding Guangfu township. Millions were evacuated in southern China, with widespread damage reported in Guangdong and Hong Kong. The storm has weakened but remains a rain threat to Southeast Asia.
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On September 25, 2025, Starbucks announced layoffs of approximately 900 staff and the closure of about 1% of its North American stores, including its flagship Seattle roastery. CEO Brian Niccol aims to restore the coffeehouse experience amid six quarters of declining US sales. The cuts mainly affect support and corporate roles, while the company plans to invest in store improvements and technology.
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As of October 2025, OpenAI's valuation surged to $500 billion following a $6.6 billion secondary share sale by current and former employees to investors including SoftBank, Thrive Capital, and MGX. Despite not yet turning a profit, OpenAI has secured massive AI infrastructure deals with Oracle, Nvidia, and AMD, fueling rapid growth and complex partnerships across Silicon Valley's AI ecosystem.
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The US and China are nearing an agreement on TikTok, with US investors set to control around 80% of the app in the US. The deal follows negotiations involving trade, security, and market access, with both sides emphasizing mutual respect and legal compliance. The deal is not yet finalized and awaits Chinese approval.
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President Trump’s administration advances a $14bn deal to transfer TikTok’s US operations from ByteDance to a consortium including Oracle, Larry Ellison, and Rupert Murdoch. The deal aims to meet security concerns, but raises questions about political influence and control over the platform’s future.
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Recent developments in Chinese AI highlight efforts to improve model efficiency, safety, and robustness. Companies like DeepSeek, Anthropic, and Ant Group are releasing new models and techniques to address long-standing challenges such as computational costs, data poisoning, and evaluation transparency, shaping the future of enterprise AI.
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New York City has filed a 327-page lawsuit against Meta, Google, Snap, and ByteDance, accusing them of causing a youth mental health crisis and dangerous behaviors like subway surfing. The city claims platforms exploit youth psychology for profit, leading to increased health and safety costs. The case joins a wave of similar litigation.
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President Trump is in South Korea for the APEC summit, where he expects to meet Xi Jinping to de-escalate trade tensions. Talks focus on tariffs, export controls, and US-China relations amid ongoing disputes over trade practices, rare earths, and technology restrictions. The outcome remains uncertain but signals a potential easing of tensions.
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Trade negotiations between the US and China have produced a framework that halts imminent tariffs and advances discussions on TikTok, rare earths, and agricultural purchases. Both sides aim for a summit in South Korea, with optimism tempered by caution over implementation and deeper strategic issues.
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The US and China are close to finalizing an agreement on TikTok, with Chinese approval expected soon. The deal involves US control over TikTok's US operations, including algorithm retraining, and aims to address national security concerns. The deal is anticipated to be finalized in the coming weeks.
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The EU has imposed sanctions on Belarus, with a watered-down statement removing direct accusations against Lukashenko's regime to secure Hungary's support. The move follows recent balloon incidents and highlights ongoing tensions over Belarus's role in regional security and disinformation. EU diplomats see the statement as a compromise amid diplomatic negotiations.
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The European Commission is moving to delay and relax key digital regulations, including AI and data privacy laws, citing the need to boost competitiveness. Critics warn this marks a retreat from Europe's leadership in digital rights, amid US and Chinese competition. The changes aim to simplify rules for businesses, especially startups, but raise concerns over privacy and innovation.