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The day in 5 cards

China pops, credit wheezes, zombies nap, waists shrink, kids unplug. Capex keeps eating. Tap a card to see it full size, or a headline for the whole story.

  1. Explainer on the AI bubble: China's STAR50 down 40% against 6% for the Nasdaq, CoreWeave's CDS at 1,148bp against 63bp for investment grade, and Gartner's $8.5tn revenue need against $3.6tn.01China pops, America leaks
  2. Explainer on India's zombie firms: 14.2% of listed firms stressed or zombie in 2025, down from 23.5% in 2020; 43% of past zombies recovered, a quarter still stuck.02India Inc's zombies thin out
  3. Explainer on the Fed's December decision: a 73% chance of a hike per CME FedWatch, with inflation and oil arguing for it and strained stocks and slowing hiring arguing to wait.03Markets may decide December
  4. Explainer on the weight-loss economy: about one in 10 Americans on GLP-1 drugs; gyms, supplements and clothing gain while snacks, fast food and plus-size ranges lose.04Thinner customers, pricier portions
  5. Explainer on screens in schools: $40,000 a year for a screen-free San Francisco kindergarten; San Mateo, Mountain View and Palo Alto curb classroom tech; poorer districts may be left with screens.05Tech parents unplug the classroom

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