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- 🍜 AI stocks emerge on Wall Street..
🍜 AI stocks emerge on Wall Street..
AI stocks are getting the red carpet treatment again 📈...
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AI stocks are getting the red carpet treatment again 📈. Wall Street is treating them like the new “Magnificent 7,” although most still sound like rejected Marvel characters. Trump quietly deleted an AI-generated video of himself promoting futuristic “MedBeds” ⚠️. It had the vibe of a late-night sci-fi commercial, just missing the 1-800 number. And Walmart’s CEO is back with another hot take 🏪. He says AI will change every job, which is great news unless your job already got replaced by a self-checkout kiosk that never blinks.
Is this the beginning of an AI-powered revolution, or just another weird episode in the tech circus? Let’s take a look.
In today’s AI digest:
AI stocks emerge as the new “Magnificent 7” on Wall Street 📈
Trump deletes AI-generated video touting fantasy “MedBeds” ⚠️
Walmart CEO says AI will transform every job in the economy 🏪
Read time: 5 minute
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WHAT’S HAPPENING TODAY
(source: Bloomberg)
📈 The Digest: The “Magnificent Seven” used to be Wall Street’s cool kids, but the market just changed the guest list. A new set of AI-focused stocks is stealing the spotlight as investors reward companies building chips, models, and infrastructure. Think of it as Wall Street’s talent show, and the AI acts are running away with the votes.
Key Details:
🔍 New Rosters in Play
Bloomberg reports that investors are reshaping the list. Some versions bring in AMD, Palantir, and Broadcom. Others cut it down to only the companies that live and breathe AI, such as Nvidia and Microsoft.
📊 A Half-Trillion Boost
Strong AI-fueled earnings from Microsoft and Meta helped lift AI stocks by about $500 billion in value this summer. That is the kind of rally that makes superhero movie box office numbers look modest.
🧩 Winners and Pretenders
Analysts are now sorting the genuine AI leaders from the companies that only sprinkle “AI” into their earnings calls. Some old tech names are being recast as background players while newer firms claim center stage.
📉 The Valuation Question
The original Magnificent Seven still carry weight, but sky-high valuations are making investors twitchy. If these firms cannot deliver real AI breakthroughs, their share prices may have already peaked.
Why It Matters: The Magnificent Seven label captured one moment in tech history, but the next chapter is all about AI. Investors want proof of deep AI integration, not just a marketing pitch. The funny part is how quickly reputations change. One year a company is a superstar, the next it is getting nudged out of the lineup by Palantir. Wall Street may love a good nickname, but it loves growth even more—and right now, that growth is spelled A and I.
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AI-generated video
(source: YahooFinance)
⚠️ The Digest: Donald Trump shared an AI-generated video that promoted “MedBeds,” a conspiracy theory about miracle hospital pods, before deleting it the next day. The video was styled as a Fox News broadcast, complete with Lara Trump introducing an AI Trump speaking from the Oval Office. The whole thing looked less like a presidential address and more like an awkward late-night commercial.
Key Details:
📺 Fake Broadcast
The clip posed as a Fox News special. It showed Lara Trump introducing AI Trump announcing a nationwide rollout of MedBed hospitals and free MedBed cards. Fox later confirmed the segment was entirely fabricated.
🛏️ The MedBed Fantasy
According to conspiracy lore, MedBeds can cure diseases, regenerate limbs, and basically turn anyone into Wolverine. In reality, they do not exist and no medical science supports the idea.
⏱️ Gone in a Day
The video was deleted within twenty-four hours without explanation. Observers assumed someone on Trump’s team realized that promoting sci-fi hospital pods might not be the best campaign move.
🎭 Deepfake Tells
Viewers noted robotic cadence, odd pacing, and visuals that looked more fan edit than presidential. It had the polish of a YouTube parody, not a serious political announcement.
Why It Matters: The humor is obvious, but the risks are real. A former president shared a deepfake pushing a fake medical miracle. Even after deletion, the clip spread widely, fueling misinformation. The bigger picture is that political figures can now distribute AI-generated content that blurs fact and fiction in seconds. If “MedBeds” can get airtime, what else might sneak through? The lesson is simple: if a video promises free miracle cures and features a presidential endorsement, double-check before you believe it—because sometimes the cure is just as fake as the news segment.
(source: WSJ)
🏪 The Digest: Walmart’s CEO Doug McMillon just declared that AI will reshape every job in the economy. Not some jobs. Not most jobs. Every single one. Walmart is already training its 2.1 million employees for this shift, turning the company into both a retail empire and an AI boot camp. Think less “rollback prices” and more “rollback humans to AI-assisted mode.”
Key Details:
💬 No Escape Clause
McMillon put it bluntly: “AI is going to change literally every job.” He added that he could not think of a single role that would be untouched. Somewhere out there, even the greeter at the front door just started sweating.
📊 Reshuffling the Workforce
Walmart expects its total headcount to remain roughly the same, but the roles themselves will look very different. Some jobs will vanish, others will transform, and new ones will appear. Translation: if you are stocking shelves today, you might be debugging shelf-stocking robots tomorrow.
🎓 Skills Over Degrees
The company is pushing a “skills-first” initiative, downplaying traditional credentials and focusing on what employees can actually do. Forget your diploma—Walmart would rather see if you can handle an AI co-worker that never takes lunch breaks.
🤖 AI Agents Already Working
Walmart has started rolling out AI agents across customer service, logistics, and internal workflows. The goal is to boost productivity without entirely replacing humans. In reality, that means AI gets to do the boring stuff while workers hope their new robot colleague does not accidentally schedule them for a 36-hour shift.
Why It Matters: This is not a vague prediction about the distant future. The largest private employer in America is betting its business on AI, which means change is coming for nearly every worker in nearly every industry. The irony is that Walmart employees might soon get AI co-pilots before many office workers do. So if you thought self-checkout was the biggest adjustment in retail, just wait until the checkout machine is also your manager.
THE NOODLE LAB
AI Hacks & How-Tos
The Digest: Mixboard is a visual brainstorming canvas powered by AI. You can turn your ideas, themes, or vibes into moodboards using text prompts, upload your own images, and refine the results with natural language edits. It’s meant for ideation and creative starting points.
⚙️ How-to:
Access Mixboard
Go to labs.google.com/mixboard (Mixboard is currently an experimental beta in the U.S.).
Start from a Prompt or Template
You can begin by typing a prompt like “cozy minimalist living room” or “futuristic city night”.
Or choose from pre-made board templates to jumpstart your concept.
Generate Visuals
Mixboard uses Google’s AI (including its Nano Banana model) to create relevant images, color palettes, and layouts.
You can also upload your own pictures to mix in with AI-generated ones.
Edit and Refine with Language
Select elements you want to change and use natural language commands like “make this brighter”, “add plants”, or “blend styles”.
Use “regenerate” or “more like this” to explore variations.
Save, Share, or Iterate
Save your moodboard project.
Share it with collaborators or export visuals.
Continue iterating as your ideas evolve.
Explore More:
Check out the Mixboard announcement on Google’s blog to see feature updates and examples.
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