Bankruptcies shake U.S. automakers as EV sales keep the sector afloat. Tariffs drive up housing costs, while AI investments raise bubble concerns. California passes a lighter AI law than the EU, Brickstorm malware threatens U.S. tech, and private markets heat up with mega-deals. Plus: a $55B Electronic Arts buyout, lithium mining policy moves, and a roaring IPO surge.
🎯 Highlights
* EV bankruptcies, auto loans, and housing tariff shocks
* AI funding frenzy—circular financing or bubble?
* California’s new AI law vs. strict EU rules
* Brickstorm malware cyber threat escalation
* Private market mega deals: healthcare, gaming, TikTok
* EA’s $55B buyout, lithium mining, IPO boom
📊 Timestamps
00:00 Welcome & Overview
00:28 Auto Bankruptcies & EV Tax Credits
02:02 Tariff Shocks on Housing Costs
02:52 Nvidia’s AI Investments & Bubble Risks
05:37 California AI Law vs. EU
08:12 Brickstorm Malware Risks
09:43 Healthcare AI, Gaming & TikTok Deals
12:29 Lithium Mining & Supply Chain Policy
13:41 IPO Market Revival & Major Filings
17:05 Closing Thoughts
📈 Key Data (Quick Take)
* $45K avg new car price, up 10–15% with tariffs
* Auto loan rates: 7.6% new, 15% used → defaults rising
* Nvidia’s $100B+ AI bet fuels circular funding fears
* Brickstorm malware undetected for 393 days
* EA’s $55B buyout sets private equity record
* 255 IPOs filed in 2025, up 75% YoY
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📚 SOURCES & LINKS:
* New CA AI Law: https://arstechnica.com/ai/2025/09/californias-newly-signed-ai-law-just-gave-big-tech-exactly-what-it-wanted/
* EU Act AI vs CA: https://www.euronews.com/next/2024/09/11/a-big-win-for-the-eu-how-californias-ai-legislation-compares-to-the-eu-ai-act
* Nvidia’s Investment Portfolio: https://www.cnbc.com/2025/09/26/nvidias-investment-portfolio.html
* Nvidia’s $100B Bet on OpenAI: https://www.reuters.com/business/nvidia-invest-100-billion-openai-2025-09-22/
* Nvidia-OpenAI Bubble Risk: https://fortune.com/2025/09/28/nvidia-openai-circular-financing-ai-bubble/
* OpenAI’s Tangled Dealmaking: https://www.cnbc.com/2025/09/28/a-look-at-openais-tangled-web-of-dealmaking.html
* Google on Brickstorm Hack: https://cloud.google.com/blog/topics/threat-intelligence/brickstorm-espionage-campaign
* Brickstorm Malware Steals Data: https://www.techradar.com/pro/security/under-the-radar-google-warns-new-brickstorm-malware-was-stealing-data-from-us-firms-for-over-a-year
* Chinese Cyber Campaign: https://cyberscoop.com/chinese-cyberespionage-campaign-brickstorm-mandiant-google/
* Auto Loan Rate Forecast: https://www.bankrate.com/loans/auto-loans/auto-loan-rate-forecast/
* Record Auto Loan Delinquencies: https://www.axios.com/2025/03/07/car-loan-payment-delinquencies-record-high
* Autos in Danger: https://www.wsj.com/business/autos/carmax-profit-plunge-signals-more-pain-ahead-for-tariff-
* Electronic Arts $55B LBO Deal Reuters: https://www.reuters.com/business/media-telecom/electronic-arts-go-private-55-billion-deal-with-pif-silver-lake-2025-09-29/
* IPO Market: https://stockanalysis.com/ipos/2025/
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