<h1>Tech-AI chip supply pact and U.S. data gap heighten disclosure, insider trading, antitrust, and export-control risks (Rule 10b-5)</h1> Asian equity gains driven by a major tech-AI supply agreement and U.S. market optimism raise regulatory and disclosure considerations: the announced chip supply pact between leading South Korean and Taiwanese manufacturers and a prominent AI firm may attract competition/antitrust and export-control scrutiny, and requires adherence to securities disclosure obligations where publicly traded firms are involved. Concurrent U.S. government shutdown has delayed key labor data, creating material information asymmetry that could affect market integrity and insider trading risk while complicating Fed-rate expectations. Market participants should consider compliance with disclosure, insider trading, antitrust, and export-control laws amid heightened volatility and information gaps.