A $25B credit investor warns: Betting only on AI chips misses the bigger AI cycle
December 22, 2025, 2:46 AM EST. An influential credit investor managing about $25B argues that concentrating bets on AI chips alone underestimates the coming AI cycle. The strategist contends that the opportunity extends beyond semiconductors to the broader ecosystem-encompassing AI software, cloud infrastructure, platform providers, and adjacent tech assets. While AI chips are a critical piece, a diversified approach across AI-enabled hardware, semiconductor devices, and AI applications is better positioned to capture long-term value. The comments challenge traders to rethink overweighting single themes and to consider how the capital cycle, risk management, and macro backdrop influence the timing of investments in AI-related technologies.
The ultimate step test: 10 fitness watches compared for 10,000-step reliability
December 22, 2025, 2:32 AM EST. Android Central's Wearables Editor tests 10 fitness watches – one from each brand including Apple, Garmin, Google, Samsung, OnePlus, Amazfit, COROS, Polar, Suunto, and Withings – across two 5,000-step walks and a 5,000-step jog. The verdict: the Apple Watch Ultra 2 was the most consistent and reliable on 10,000 steps. Other watches within 100 steps of accuracy earned a reliable tier: OnePlus Watch 2R, Garmin Forerunner 970, Polar Vantage V3, and COROS APEX 4. The COROS APEX 4 shows improvement over the APEX 2 Pro; the Samsung Galaxy Watch 8 Classic and a few others lagged, while the Google Pixel Watch and some models struggled. This suggests you can trust several brands for daily step goals, with caveats.
Shanghai Residents Alarmed by 186-Bay EV Battery Station Under Homes
December 22, 2025, 2:30 AM EST. Residents in Shanghai's Hongkou District are calling the 186-bay EV battery station a ticking time bomb. The cramped, 10-square-meter setup inside Building No. 4 housed cabinets for eight brands, with over 30 people entering in 30 minutes. Fire safety concerns were evident: only four dry-powder extinguishers, no automatic sprinklers or proper ventilation. After 90% of residents signed a petition, officials halted operations and ordered relocation under new fire safety standards that require outdoor installations or indoor setups with fire alarms, automatic sprinklers, and controlled ventilation. A reassessment found doubled charging density, insufficient space, and missing connection to a unified safety monitoring system. Shanghai plans 5,000 standardized outdoor charging stations by 2026, setting a precedent for megacity energy safety management.
Western intel flags possible Russian 'zone-effect' anti-satellite weapon targeting Starlink satellites
December 22, 2025, 1:42 AM EST. Two NATO intelligence services warn of a possible Russian anti-satellite 'zone-effect' weapon aimed at Elon Musk's Starlink constellation. The plan would flood Starlink orbits with hundreds of thousands of high-density pellets, potentially disabling multiple satellites but risking catastrophic space debris and collateral damage to other operators. Analysts caution such a weapon could trigger uncontrollable chaos in space, complicating operations for many users and deterring Moscow from deployment. Some officials say the possibility isn't implausible, while others doubt its feasibility. Russia has denied plans to deploy nuclear space weapons and did not comment on the current reports. The AP notes the findings were shown anonymously and could not be independently verified.
Apple and Google Open Third-Party App Stores in Japan Under MSCA
December 22, 2025, 1:28 AM EST.Apple and Google are aligning with Japan's Mobile Software Competition Act (MSCA) by allowing third-party app stores and alternative payments. Apple warned the legislation could raise security and privacy risks, but says it has added notarization for iOS apps, app-marketplace authorization, and safeguards for children, while lowering App Store commissions to 10% for the vast majority of developers. Google enables side-by-side choices for payments-Play Billing or developers' websites-and now shows users options to pick a browser and search provider. AMD's Lisa Su signaled deeper investment in China as part of industrial cooperation. In other tech news, Asahi cited governance gaps after a cyberattack, and Debian announced Forky, its next release, with Loongson CPUs.
AI Security Gap: Most Companies Aren't Staffed to Handle AI Risks, Warns AI Researcher
December 22, 2025, 1:26 AM EST. An AI researcher warns that as organizations deploy increasingly capable models, the security implications grow faster than teams can defend against them. The piece highlights risks such as model misuse, data exfiltration, adversarial prompts, and supply-chain vulnerabilities, compounded by a shortage of security talent trained for AI systems. It argues that traditional cybersecurity playbooks often miss AI-specific threats like prompt injection, model theft, and data leakage from training data. Enterprises must invest in AI governance, continuous monitoring, red-team exercises, and cross-disciplinary teams blending data science, dev-ops, and security. Without bold steps-clear ownership, risk scoring, and budgets-the rise of AI could outpace defenses.
Spotify Metadata Leak: Pirate Group Plans 300TB P2P Torrent Release of 256M Tracks and 86M Audio Files
December 22, 2025, 12:56 AM EST. An activist piracy group claims to have scraped public Spotify metadata and plans to release 256 million track metadata rows and 86 million audio files via P2P torrents totaling roughly 300 terabytes. As of Dec. 21, only metadata has been published. Spotify says an investigation found a third party scraped public metadata and used illicit tactics to circumvent DRM to access some audio files. The company is actively investigating. Reactions on Anna's Archive note that, theoretically, someone could host a personal Spotify-like library with enough storage, highlighting copyright and enforcement concerns. Anna's Archive frames the project as preservation-oriented, aiming to build a music archive, even if Spotify does not hold all music. This incident underscores tensions between open archives and digital rights.
Donkey Kong Bananza 3.0.0 Update Patch Notes: Thai Language Support and Camera Tracking
December 22, 2025, 12:54 AM EST. Donkey Kong Bananza receives a 3.0.0 update on Nintendo Switch 2, adding Thai as a supported language and a new language toggle: set Thai/English in system settings to switch text to Thai. The audio remains English. A new option, Camera's automatic tracking, is now in Pause Menu > Options with ON/OFF control. The patch also includes various fixes to improve gameplay experience. Patch notes cover multiple stability and quality improvements; Donkey Kong Bananza is currently available on Nintendo Switch 2. Previous update patch notes are linked.
AI-linked IPOs in China surge, but foreigners face barriers to participation
December 22, 2025, 12:42 AM EST. China's AI-linked IPOs are delivering eye-popping gains, with MetaX Integrated Circuits up almost 700% and Moore Threads rising over 400% on debut. Yet overseas investors are largely excluded from the party, as opening an onshore brokerage account for A-shares requires local ties or residency. Foreigners face visa, bank account, and prior Share ownership hurdles, and many global banks lack arrangements with Chinese brokers. Stock Connect offers a workaround, but it won't cover IPOs or newly listed names, and eligibility hinges on broker requirements and trading history. The article highlights the dilemma: strong domestic demand and quick IPO rallies vs. limited foreign access even as China's AI chipmakers gain attention.
Switch 2 Mario Kart World Bundle Reaches End of Lifecycle, Production Ends per GameStop Memo
December 22, 2025, 12:28 AM EST. The Switch 2 Mario Kart World bundle has reportedly reached the end of its lifecycle after a GameStop internal memo stated that no new units will be produced and future replenishment will be the base Switch 2. Nintendo had previously said the bundle was a limited-time production through Fall 2025 and would be sold while supplies last. The bundle, priced at $499.99 (about $50 above the standalone Switch 2), has appeared on sale in the US, with retailers like Best Buy still offering the discount but depleting stock as supply runs out. The notice, shared by Nintendeal, notes the SKU will not see additional production, signaling an imminent return to the base console and marking the end of the special bundle for collectors and gamers.
AI bubble fears rise as giants' spend vs profits sparks pressure points
December 22, 2025, 12:12 AM EST.AI bubble fears are rising as markets bet big on a field dominated by AI leaders. The Magnificent Seven-Nvidia, Microsoft, Amazon, Google, Meta, Apple and Tesla-account for a large slice of the S&P 500 gains, fueling concerns about a bubble built on a single AI approach. Optimists like Jensen Huang dismiss the risk, while skeptics such as Gary Marcus warn of a fragile economy if confidence collapses. Giants could spend around $1 trillion on AI by 2026, and OpenAI plans about $1.4 trillion over three years, with profits unlikely to match those outlays soon. If spending outruns returns, the economic blast radius could ripple through banks, taxpayers and growth.
Apple M4 iMac at All-Time Low: $1,149 Holiday Discount Beats Budget Windows PCs
December 22, 2025, 12:10 AM EST. As the holidays approach, the Apple iMac (M4) is discounted to $1,149 (a 12% cut from $1,299). The 24-inch iMac features an M4 chip, a 4.5K Retina display with 500 nits brightness, and support for one billion colors. It includes a 12MP Center Stage webcam, a trio of microphones, and six speakers with Spatial Audio, making it strong for video calls and media. Apple's ecosystem extras-copy-paste across devices and iPhone-to-iMac texting-are highlighted. Color options include blue, green, pink, and silver; the blue/green/silver models are at the $1,149 price, while pink is slightly higher at $1,196. This makes the M4 iMac competitive with budget Windows desktops in late 2024 holiday shopping.
Google and Apple warn visa workers in the US to stay as return delays stretch up to a year
December 22, 2025, 12:06 AM EST. Google and Apple have warned some visa-holding employees to avoid leaving the US as processing backlogs trigger significant return delays – potentially up to a year. The advisories target workers on nonimmigrant visas whose travel could complicate petitions or reentry. The guidance points to broader slowdowns in visa stamping, extensions, and related immigration processes that have stretched talent mobility for tech giants. Officials say staying put helps preserve status and minimizes risk to projects and teams that rely on international specialists, highlighting ongoing policy and administrative bottlenecks facing the industry.
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