AI&Economy10-18-2025

First, several videos confirm that AI does improve productivity. This is very important. 1) Future wide adoption is likely. 2) AI stocks will outperform at least in the medium term. 3) This and economic activities may alleviate the US government debt problem. (I have high respect for Larry Fink and Brad Gerstner.) 

**BlackRock CEO Larry Fink: We, as country, need massive investments in AI (10-15) 

*Altimeter Brad Gerstner: The phase shift associated with AI is as big as the internet (10-16) 

*Altimeter Capital CEO Brad Gerstner: There's a lot of tailwinds for this economy (10-16) 

Below is perhaps the best overview of Nvidia’s origin, history, and future, according to Jensen. 

**Nvidia's Jensen Huang on AI & the Next Frontier of Growth (10-15) 

AI may impact the economy. 

*Fed's Waller on AI: Must let disruption occur, trust long-run benefits will exceed costs (10-16)  

*El-Erian: Bond yields are moving due to concerns about credit and regional banks (10-17) 

China - US competition on AI 

Digital Flashpoint: AI And The Future Of US-China Crises | Hoover Institution (10-17)  

Steve Moore: China is going to LOSE THEIR SHIRTS over this (10-16) 

China-US Trade War Might Flare Up (too early to tell)

Markets react to rising China trade tensions  (10-16) 

Gordon Chang’s stark warning on China: ‘THEY CALL US THE ENEMY’ (10-15) 

Why China is quietly breaking up with the US (10-14) 

Others 

AI demand in Asia is strong, says Wedbush's Dan Ives on his AI bull case (10-17) 

Move lower in yields flight to safety, says Charles Schwab's Liz Ann Sonders (10-17)

*Nvidia Jensen Huang: Want to be part of almost everything Elon Musk is involved in (10-9) 

*Chamath Palihapitiya I'M GOING ALL IN On Nvidia BeforeThis HUGE CATALYST.(clip) 

Jim Cramer on Nvidia: CEO Jensen Huang’s view 20 years ahead, not two quarters ahead (10-8)  

*Nvidia CEO Jensen Huang goes one-on-one with Jim Cramer (10-8)  

*Watch CNBC's full interview with Treasury Secretary Scott Bessent (10-16)  

‘CHINA VS THE WORLD’: Bessent’s ominous warning of the world’s economic future (10-16) 

‘THIS IS THE DIRTY SECRET’: Bessent reveals why government shutdown dragging (10-14) 

There are a lot of reasons for investors to stay optimistic, says Fundstrat's Tom Lee (10-14)  

US Trade rep: Trump's actions are overdue (10-12)  

Economist warns of return of uncertainty amid Trump-China tariff threat (10-12) 

China tightens rare earth exports: Here's the impact on Tesla (10-12) 

WaPo Matthew Lynn 10-10 Economists were wrong about tariffs. They need to figure out why.

'SAFE AND PRECISE': Elon Musk's Neuralink shows promise in submitted data (10-11)  

*Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally (10-11)  

(44:02) OpenAI's deal with AMD, state of the "AI Bubble"

(1:05:45) Circular AI deals: cause for concern or no big deal?

(1:15:00) What's behind the Gold rally?

*Payne: China has leverage on America (10-11)  

China's course of action is so unfriendly, expert says (10-11)  

*BREAKING: President Trump to levy 100% tariffs on China (10-11)  

Xi-Trump meeting could still happen and tariffs only threats now, PNC's Yung-Yu Ma (10-11) 

Tariff escalation with China is a passing thing, says former Fed governor Larry Lindsey (10-11) 

Layoffs started so regular government shutdown is in question: Mohamed El-Erian (10-11)

Pressure Points: NHTSA Investigates Tesla's FSD (10-10)

AI buildout vs. dotcom bubble: Here's what you need to know (10-10) 

*Scott Bessent REVEALS major news about state of US deficit (10-10) 

Nvidia's Huang suggested there's lots of room to go for the AI trade, Gene Munster (10-9) 

Nvidia Jensen Huang on H-1B visas: My family wouldn't able to afford $100,000 (10-9)

Nvidia CEO Jensen Huang on AI race vs. China: Overall we're not far ahead (10-9) 

Nvidia Jensen Huang: Surprised AMD gave away 10% company in 'clever' OpenAI deal (10-9) 

*Nvidia Jensen Huang: Want to be part of almost everything Elon Musk is involved in (10-9) 

Goldman Sachs' Robert Kaplan: Expectations for economic re-acceleration are reasonable (10-8)  

*Chamath Palihapitiya I'M GOING ALL IN On Nvidia BeforeThis HUGE CATALYST.(clip) 

Jim Cramer on Nvidia: CEO Jensen Huang’s view 20 years ahead, not two quarters ahead (10-8)  

AMD CEO Su Talks About Huge Chip Deal With OpenAI (10-8)  

JPMorgan CEO Dimon on Growth of AI, Jobs, Government Shutdown (10-8)  

US-China AI race: Dueling strategies and potential risks | ask ian (10-8)  

*Nvidia CEO Jensen Huang goes one-on-one with Jim Cramer (10-8)  

Rockefeller's Ruchir Sharma: AI spending is driving U.S. markets and economy (10-7)

OpenAI-AMD deal brings them right into the AI revolution, says Wedbush's Dan Ives (10-7) 

Jim Cramer: OpenAI-AMD deal shows the total addressable market is much bigger (10-7)