YouTube — 2026-05-14#

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If you only have 15 minutes, What Really Won the Trillion-Dollar Supreme Court Case | Neal Kumar Katyal | TED is a masterclass in storytelling and legal strategy. Katyal details how his team used a bespoke AI tool to accurately predict the Supreme Court justices’ exact lines of attack, but ultimately argues that human connection and empathy—not algorithms—are what actually win historic arguments.

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News & Business#

The corporatization of youth sports gets a sharp look in This Company Is Building a Hockey Empire. Many Say It’s Ruining Youth Sports. | WSJ, which examines how private-equity-backed Black Bear Sports Group is buying up local rinks and controversially monetizing children’s hockey leagues. In Asia, retail evolution is tackled in How Retail Giant DFI is Adapting to Asia’s Shopping Shake-Up, analyzing the pivot towards data monetization, AI, and wellness in a tightening economic landscape. The Trump-Xi summit in Beijing is dominating the geopolitical news cycle across global and Chinese media Two-day US-China summit begins in Beijing | FT #shorts; for a hilariously cynical take on the visit and Elon Musk’s involvement, check out the satirical 特朗普访华限定 Soul Funk┃好听到犯规. On the finance side, 标普还能涨到9400！通胀根本没消停！颠覆AI的还是AI！ offers a deep dive into Morgan Stanley’s bold prediction that the S&P 500 could hit 9400 on strong earnings alone, alongside a sobering look at emerging AI cybersecurity threats.

YouTube — 2026-05-23#

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Why Humans Should Merge with AI | D. Scott Phoenix | TED makes a bold, biological case for neural implants, comparing our coming integration with AI to the evolutionary moment single-celled organisms absorbed mitochondria. It is a compelling reframing of the AI safety debate that argues keeping artificial intelligence separate from human consciousness makes it a deadly rival rather than an integrated tool.

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News & Business#

In macro news, 加息已成最大风险！IPO将成牛市终点？英伟达数据又闹乌龙？ from 美投侃新闻 warns that impending megacap AI IPOs like SpaceX and OpenAI could drain massive liquidity from the market, functioning as a top signal for the current bull run. On the global supply chain front, CNBC’s How The Strait Of Hormuz Logjam Is Causing Chaos For Medical Suppliers reveals how geopolitical chokepoints are driving up raw material costs for medical dressings by as much as 30%. Meanwhile, Special Operations Forces Give Rare Demonstration at SOF Week | WSJ covers a rare daytime tactical demonstration by elite commandos in Tampa, emphasizing the Pentagon’s push to heavily integrate new tech into special ops. For UK politics nerds, the FT uses a football metaphor to contrast Keir Starmer’s defensive playstyle with Andy Burnham’s “buccaneering” approach in What does Andy Burnham stand for? | FT #shorts.

YouTube — 2026-05-28#

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The most fascinating watch today is the deep-dive interview with Xpeng’s CEO, He Xiaopeng, on his massive bet on “physical AI” and humanoid robots. He argues that applying digital AI paradigms to the physical world is a major mistake, and details why developing a general-purpose humanoid robot is up to 100 times harder than building an EV company. He Xiaopeng: Robot IRON’s Birth, The Accident, GX, His Big Bet & Swimming in Blood

YouTube — 2026-06-03#

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If you only have time for one video today, watch U.S. Confronts The Hidden Risk Of Chinese Circuit Boards Fundamental To AI Chips, CNBC’s excellent investigation into the national security risks hidden in the printed circuit boards that physically underpin the AI revolution. It is a fascinating look at how six out of ten global circuit boards are made in China, exposing a severe supply chain vulnerability that the defense sector and U.S. tech giants are just beginning to confront.

YouTube — 2026-06-04#

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If you only watch one thing today, make it Jonathan Haidt’s compelling TED Talk, Why You Should Be a Techno-Skeptic, which argues persuasively that screens are rewiring adolescent brains and destroying the human capacity for sustained attention. He calls for a major cultural shift back to real-world social bonding and limiting digital exposure until high school.

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News & Business#

On the finance front, the Chinese-language channel 美投侃新闻 drops a sobering analysis of Broadcom’s 12% stock plunge, pointing to a Bain report indicating that corporate AI spending is failing to deliver promised efficiency and ROI 美股要来黑色星期一？AI的钱白花了吗？博通暴跌12%！大摩上调美光目标价！. CNBC International profiles Will Ahmed, whose fitness wearable WHOOP narrowly escaped bankruptcy to hit a $10.1 billion valuation, offering a gritty look at the immense psychological toll of entrepreneurship 143 Investors Said No. Now His Company Is Worth $10 Billion. Meanwhile, Bloomberg Originals interviews FIFA’s Jill Ellis on the soaring economics of the women’s game, projecting a massive $1 billion in revenue for the next Women’s World Cup and noting how unbundled streaming rights are revolutionizing the sport’s profitability FIFA’s Jill Ellis on World Cup Demand | The Deal. We also get a geopolitical pulse check from the Financial Times on how Tehran views the current Middle East war, illustrating their deep-seated fear of becoming “another Gaza” if they compromise on regional proxies or their nuclear file Middle East war: The view from Tehran | FT #shorts.

YouTube — 2026-06-05#

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Something is jamming GPS over Europe. Here’s what we found is today’s most compelling watch. Veritasium dives into the technical and geopolitical mystery of disrupted European airspace, perfectly blending hard science with pressing current events.

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News & Business#

In financial news, The Wall Street Journal covers the unexpectedly robust macroeconomic picture in Strong Jobs Report Paints Optimistic Picture for U.S. Labor Market. For international and Chinese-language coverage, BBC News 中文 focuses heavily on the 37th anniversary of the Tiananmen Square protests, featuring dispatches like 「六四」37週年 民眾台北冒雨悼念－ BBC News 中文 and updates on related citizen arrests in Hong Kong. Meanwhile, Bloomberg Law offers a sharp critical look at the true cost of tech infrastructure with $1Billion+ Tax Giveaways: The Backlash Against Data Center Incentives.

YouTube — 2026-06-10#

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Jensen Huang on Vision, Risk, and the GPU | Only In America Condoleezza Rice sits down with Nvidia CEO Jensen Huang for a fascinating, wide-ranging interview tracing his path from an immigrant kid in Kentucky working at Denny’s to leading the AI hardware revolution. It is an essential watch that blends personal grit with deep insights into how parallel computing simulation solved the world’s hardest problems.

YouTube — 2026-06-17#

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Inside the Mind of Anthropic CEO Dario Amodei | The Circuit | Extended Interview. Bloomberg Originals brings a massive, wide-ranging interview with Anthropic CEO Dario Amodei, offering a rare, grounded look into the rapid acceleration of AI capabilities, the national security implications of their new “Mythos” cyber model, and the real reasons he walked away from Sam Altman. It’s a must-watch for anyone trying to understand the philosophical stakes, geopolitical realities, and raw exponential growth of the current AI boom.

CNBC — 2026-06-26#

Lead Story#

A deepening global technology rout commanded Wall Street’s attention today as soaring memory chip costs and the emergence of a highly capable, low-cost Chinese AI model from Zhipu rattled the artificial intelligence sector. The resulting market volatility has reportedly prompted OpenAI to delay its highly anticipated IPO until 2027, accelerating a broader rotation out of megacap tech names.

Markets & Economics#

Economic data revealed that the core personal consumption expenditures (PCE) price index spiked to 3.4% in May, while headline inflation rose to 4.1%, marking the highest levels since late 2023 and April 2023 respectively. In response to the stubborn inflation, Minneapolis Federal Reserve President Neel Kashkari shifted his outlook in a panel discussion, stating that he now expects one interest rate hike this year instead of a cut. Meanwhile, the Trump administration has notably eased its pressure on new Fed Chairman Kevin Warsh to slash rates immediately, affording him an extended political grace period to navigate the tricky economic environment. In energy markets, crude oil extended its declines, sliding roughly 2% as traders focused on long-term supply dynamics and largely shrugged off the U.S. military strikes against Iran following a ceasefire violation in the Strait of Hormuz.

CNBC — 2026-06-27#

Lead Story#

The artificial intelligence trade took a massive hit this week, dragging the tech-heavy Nasdaq Composite down 4.6% as surging memory chip costs forced Apple and Microsoft to hike device prices and sparked an “existential crisis” for smaller electronics manufacturers.

Markets & Economics#

While the Nasdaq tumbled 4.6% and the S&P 500 slipped 1.95%, the Dow Jones Industrial Average managed a 0.6% gain as falling oil prices lifted economically sensitive stocks. The 10-year Treasury yield fell below 4.4% and the iShares 20+ Year Treasury Bond ETF extended a 5% gain, signaling a sharp easing of inflation fears among bond investors. In global macro data, China’s industrial profits rose 21.1% in May, heavily skewed by a 103.9% surge in electronics while automakers plummeted 19.8% amid weak domestic consumption. Meanwhile, geopolitical risks flared again over the weekend as a tanker was struck by a projectile in the Strait of Hormuz following retaliatory military strikes between the U.S. and Iran.