• Analysis: the AI investment boom represents ~1% of US GDP, roughly half the GDP share during the '90s dot-com boom and comparable to the mid-2010s US shale boom (Toby Nangle/Financial Times)
• Documents and sources: India proposes security rules that would force smartphone makers to share source code, prompting quiet pushback from Apple and Samsung (Reuters)
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• Analysis: global AI-related companies drove ~40% of benchmark convertible bond index returns in 2025, pushing the amount raised to $166.5B, the most since 2001 (Bloomberg)
• Taiwan's data shows the US became its top export destination in 2025 over China, including Hong Kong, the first time since 1999, partly driven by AI tech demand (Hideaki Ryugen/Nikkei Asia)
• China launches a probe into competition among online food delivery platforms, aiming to curb price wars that have contributed to deflationary economic pressures (Reuters)
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• Morgan Stanley survey of audio habits in the US: 50% to 60% of listeners aged 18-44 reported listening to AI-generated music for 2.5 to 3 hours per week (Luke Kawa/Sherwood News)
• Indonesia temporarily blocks Grok, citing the risk of non-consensual sexual deepfakes, becoming the first country to block the AI tool (Fransiska Nangoy/Reuters)
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