AI Bubble, Auto Crisis & IPO Boom: 2025’s Biggest Shocks 🚘🤖📈

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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