11-26-2025 | Major shifts in artificial intelligence, markets, global politics and United States growth forecasts shape today’s agenda.

Innovation: Meta explores major deal for Google artificial-intelligence chips. Meta Platforms is negotiating a multibillion-dollar purchase of Google tensor processing units to expand its artificial-intelligence capacity, and the talks also include renting Google Cloud tensor processing units as early as next year, a move that would reshape competition in advanced computing and strengthen Googles position as a major supplier. Markets: Nvidia shares tumble amid rising chip competition. Nvidia experienced a sharp decline in its share price after investors reacted to signs of intensifying rivalry in the artificial-intelligence semiconductor market, a slide that pulled major United States stock indexes lower as other technology companies also faced pressure. International: Taiwans premier rejects any return to China. Taiwans premier stated that returning to China is not an option for the islands population, reinforcing the governments position on sovereignty at a moment when the United States and China continue active diplomatic engagement on security and economic issues. The Economy: United States core retail sales weaken and growth estimate is revised. Core retail sales in the United States grew less than expected in September, signaling softer consumer momentum, while the Atlanta Federal Reserve revised its GDPNow model forecast for third-quarter growth to four percent after updating the data used in its calculations.