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Top stories today:
- Meta said to update Ray-Ban smart glasses in 2025 with displays
- U.S. probes legacy Chinese semiconductors, may restrict imports
- New-home sales +5.9% to 664K in Nov. after storm-stricken month
- TSMC stock hits record high, eyes best year in 25 years on AI
- Global PE investors in China fail to find exit deals in 2024
- 4 top U.S. banks capture biggest share of banking profits since 2015
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of the few hallucinations):
1. Meta said to update Ray-Ban smart glasses in 2025 with displays
H2 2025: the updated Ray-Ban Meta glasses are rumored to debut.
Notifications and responses from Metaās AI assistant could appear on the small display.
Simple text and images would be shown.
Orion AR glassesā development is also reportedly accelerated following early feedback.
2. U.S. probes legacy Chinese semiconductors, may restrict imports
āFoundationalā or ālegacyā semiconductors (28nm and larger) used in automotive, healthcare, infrastructure, and other sectors are the initial target.
New tariffs could be imposed on the legacy Chinese semiconductor shipments.
Beijing has āfirmly opposedā the move.
Trumpās administration would complete the probe.
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