Independent thinking for complex markets and current events
The Pentagon just threatened to BLACKLIST one of America's most valuable AI companies. Not Huawei or some Chinese chip maker… It's ANTHROPIC. The company behind Claude. $380 billion valuation. And the reason is genuinely insane: For months, the Pentagon has been pushing… pic.twitter.com/vOdOGfUv3l — Ricardo (@Ric_RTP) February 18, 2026
CHINA SLASHES ‘NO-GO’ LIST TO WIN BACK FOREIGN CASH Beijing just cut its investment blacklist from 117 to 106 industries in a fresh attempt to say: “Please invest here, we swear it’s fine.” TV, telecoms, and pharma services got partial green lights, while e-cigs and drones? Still on the no-no list – because nothing says …
From Bloomberg: The U.S. Department of Defense has added Tencent Holdings and CATL to its blacklist of companies allegedly linked to China’s military, causing Tencent’s U.S.-listed shares to drop nearly 10%. This move is part of the Pentagon’s “Section 1260H list,” which now names 134 firms believed to support China’s military-civil fusion strategy, where civilian tech …