Categorical news - without retelling

The Terafab, AMD and Infineon stories show vertical integration from logic and memory to power delivery. AI demand has reached electrical infrastructure and service capacity through Siemens and Deutsche Telekom.

The China review is strategically important but lacks technical detail; jurisdictional supplier risk and disclosed-vulnerability evidence should be handled separately.

Fed officials differ on whether the financing is manageable or becoming systemically interconnected; scenario analysis is more useful than a single "bubble" label.

DARPA and ARA are controlled-stage milestones. AST orbital deployment is confirmed; mobile-service speed, coverage and economics remain to be proven.

No separate material update met the threshold in healthcare AI, FinTech applications, agriculture, education technology, digital marketing and SEO, blockchain and decentralised AI, quantum, AR/VR, spatial computing, brain-computer interfaces or biotechnology. Sections were not filled with weak stories.