Fires, Missiles, and AI Money

Europe's wildfire season is turning structurally worse, not just busier. At the same time, the U.S. is discovering that modern conflicts burn through missile stockpiles faster than factories can replace them, while AI is pulling capital, policy, and labor markets into a much bigger adjustment than current data can cleanly capture.European wildfires escalateWhy the fires are getting worseMissile stockpiles and the Iran pauseDefense backlog boom and funding riskAI's economic impact is still hard to seeAI capital spending starts to stress credit marketsChip politics sharpen around Apple and ChinaHIV funding cuts threaten recent gainsWaymo's public-trust problemSources:Global News Podcast — 'France faces most severe crisis since the Second World War'FT News Briefing — Ares’ big play in private equityWSJ What’s News — Why Are Waymo Robotaxis Getting So Many Parking Tickets?Global News Podcast — Wildfires in France and Spain force mass evacuationsWSJ What’s News — What’s News in Earnings: Soaring Backlogs for Defense CompaniesWSJ What’s News — Trump Hits Pause on Iran EscalationUp First from NPR — Seattle Shooting, Iran War Pause, Midterm ElectionsThe Daily — What A.I. Is Actually Doing to the EconomyThis podcast was created with Podkey. Make your own at https://podkey.fm