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Top stories today:
- NVIDIA cleared to sell H200s in China with 25% cut to U.S., Trump says
- OpenAI said to debut faster, more capable model in Jan. 2026
- Google plans 2 Gemini-powered smart-glasses lines
- Gemini said to get ads in 2026, though Google denies in-app ads
- Tiger Global launches new fund targeting $2.2B
- Paramount launches $108.4B hostile bid for WBD
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).
No major events today.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. NVIDIA cleared to sell H200s in China with 25% cut to U.S., Trump says
The Department of Commerce is finalizing the details, Trump said.
The āsame approach will apply to AMD, Intel, and other GREAT American companies,ā he noted.
The H200 is a higher-grade chip than the H20, but not NVIDIAās top-of-the-line product.
NVIDIA shares briefly climbed Mon. on the leaked China-sales announcement but later pared gains, ending +2% after hours.
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3. OpenAI said to debut faster, more capable model in Jan. 2026, ending its ācode redā
Representational image generated using ChatGPT.
The new model will have a ābetter personality,ā Sam Altman said.
ChatGPT will be boosted through ābetter use of user signals,ā Altman reportedly told staff.
This week: GPT-5.2 is coming, aiming to restore momentum with stronger coding and enterprise upgrades.
āThe real battle will be between OpenAI and Apple, not OpenAI vs. Google,ā Altman told reporters Mon.
