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Bloomberg's in-house research arm providing financial analysis, market data, and industry forecasts across equities, credit, and sectors worldwide.
DoorDash is running its AI ordering agent inside Apple's Messages app for 20,000 US pilot users on iOS, with checkout handled in the text thread. For now the channel is a bet on convenience and on DoorDash keeping its customer file, since it has released no basket figures for the pilot.
Reality
Bloomberg Intelligence puts the China Tech 8 index at more than a 50% discount to the Magnificent Seven, the widest gap this year. Closing it from China's side means more than doubling the index's multiple, and BI ties that to AI revenue showing up in reported results.
Reality
Capital spending of $9.98bn in one quarter bought 45% AI cloud growth, a 12% segment margin and a $6.58bn free cash outflow. The trade is now explicit in the accounts.
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Flash's off-peak input price is under a quarter of what V4-Pro cost, and on DeepSeek's own table it beats the old Pro checkpoint on Terminal-Bench, but it scores 36.8 on Humanity's Last Exam and no V4.1-Pro has a date.
Reality
Ai Funds' new ETF hands stock selection to a proprietary model for 0.87% a year, against a 0.74% average for active ETFs, and it joins a category where all seven surviving funds have had outflows.
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The finance ministry's cheques add up to exactly 300 billion yuan across eight institutions. The two bank placements leave roughly 60 billion for investors who are not the state to fund at the same price.
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The record retail sale prices at 4.3% to 4.9% on a credit S&P calls BB+, and even at full size it leaves more than $20bn of the OpenAI pledge unfunded.
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Gilts at 5.81% and 30-year JGBs above 4% put the US long bond inside a range of sovereign alternatives rather than above it. The 10-year was back at 4.74% by Friday.
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Export controls walled off China's AI demand from TSMC and Samsung. SMIC, the only domestic route to 7nm-class logic, is now repricing the captive pool it inherited.
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Bloomberg Intelligence says nine tenths of last month's net time-deposit inflow at the five major banks came from companies. Chipmakers locking in fixed rates make bank funding dearer for everyone else.
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The third straight profit decline came with smartphone gross margin at 8.5 percent, down from 11.5 percent, as memory suppliers shift capacity to AI. The cost is already reaching buyers.
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