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Cars soar past $50K, airlines roll back refunds, freight rail costs to rise post $85B Union Pacific merger. Europe aims for a single stock market as Nvidia builds energy-saving AI chips, and Walmart leads with battery-free IoT driving tech AI ROI.
🎯 IN THIS EPISODE:
- Why U.S. car prices, China’s EV flood, and rising loan defaults point to deeper auto industry stress.
- How loosened airline refund rules impact travelers and competition.
- What the $85B UP–NS rail merger means for freight costs and supply chain power.
- Europe’s plan for a unified stock market to rival the U.S. and Asia.
- Nvidia’s Blackwell chip breakthrough and Walmart’s smart retail ecosystem.
- Why shrinking chip margins matter for the $400B cloud market.
đź“Š TIMESTAMPS:
00:00 Intro & Market Moves
00:30 Autos: $50K+ Prices, EV Credits, China Exports
03:10 Airlines: Refund Rollbacks, Transparency Cuts
05:10 Rail: $85B Merger & Logistics Fallout
06:45 Europe: Stock Exchange Unification Push
07:40 AI Hardware: Nvidia Blackwell & Arizona Expansion
08:45 Walmart: IoT at Scale & Supply Chain ROI
10:00 Cloud: Margins & Infrastructure Spend
11:15 Key Takeaways
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đź“š SOURCES & DATA:
Full list: https://youtu.be/HlRFGr66rl4
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