950K Jobs Cut, Premiums Spike, US-China Fake Truce & OpenAI's Big Move

950,000 US jobs cut this year, the most since 2020. Moody’s flags 22 states nearing recession, healthcare premiums spike 30%, US-China geopolitics stoke fresh conflict, while Microsoft’s OpenAI bet pays off big time. #Jobs #USChina #Tariffs #AI

🎯 DISCOVER:
Why 2025’s job cuts marks the steepest labor contraction since the pandemic.
How 22 US states and DC now sit in recession-risk zones representing one-third of U.S. GDP.
Why average health-insurance premiums are rising 30 percent in 2026 and how expired ACA subsidies could double family costs.
What Deloitte’s survey of 800 directors reveals about board priorities for 2025-26 — geopolitical risk, cybersecurity, and digital transformation.
How OpenAI’s public-benefit restructure and Microsoft’s $155 billion stake are reshaping AI.
Why China’s new five-year plan pivots from tech supremacy to industrial resilience — and what it means for foreign operators and supply chains.
How the US-China trade truce on rare earths and tariffs sets up the next round of economic conflict.

🔍 TIMESTAMPS:
00:00 Intro — Jobs and Recession Signals
00:22 Layoffs at Amazon, UPS, Meta & More
02:00 Moody’s State-Level Recession Data
04:30 Healthcare Premium Shock for 2026
06:53 Broken Incentives in U.S. Healthcare
08:25 Deloitte Board Survey — Volatility & Cyber Risk
11:47 OpenAI Restructure & Microsoft’s $4 Trillion Week
15:52 Meta Quits the Metaverse for AI
16:18 AI Competition Collapse — SambaNova vs Nvidia
17:32 China’s Five-Year Plan — Industrial Shift & EV Oversupply
21:27 U.S.–China Trade Truce — Rare Earths & Tariffs
23:07 Unresolved Flashpoints — AI Chips, Taiwan, Supply Chains
24:20 Takeaway — Strategic Outlook for 2026
25:09 Closing

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📚 SOURCES & DATA:
Record US Job Cuts Data: https://www.challengergray.com/blog/c...
Amazon and Target Announce Major Layoffs: https://www.reuters.com/business/worl...
Layoff Trends Among Top US Employers: https://finance.yahoo.com/news/layoff...
UPS 2025 Workforce Reductions: https://apnews.com/article/layoffs-20...
Moody’s 2025 State Recession Outlook: https://fortune.com/2025/10/09/americ...
2026 Health Insurance Price Surge: https://www.investopedia.com/why-60-y...
ACA Premiums Could Double in 2026: https://www.kff.org/affordable-care-a...
KFF 2026 ACA: https://www.kff.org/affordable-care-a...
US Breast Cancer Treatment: https://www.nbcnews.com/news/us-news/...
Board Governance 2025: https://corpgov.law.harvard.edu/2025/...
OpenAI Completes For-Profit Restructuring, Microsoft Gains 27% Ownership: https://www.cnbc.com/2025/10/28/open-...
Microsoft, OpenAI Finalize New Deal: https://www.reuters.com/business/micr...
Top AI Researchers: No AGI Soon:    • ⚡Feb Job Cuts Hit 2009 Crisis Levels, AI B...  
AGI Not Imminent: https://aaai.org/wp-content/uploads/2...
Meta Dumps Metaverse for AI: https://www.businessinsider.com/meta-...
AI Chip Startups Struggle Against Nvidia’s Dominance: SambaNova Considers Sale Amid Funding Challenges: https://thein.fo/47bzz3e
China’s Five-Year Economic Plan: https://www.nytimes.com/2025/10/29/wo...
US Response to China’s Rare Earths: https://www.nytimes.com/2025/10/22/us...
Critical Minerals Strategy and Rare Earths: https://secureenergy.org/the-ambassad...
Winners and Losers in China’s Next Five-Year Plan: https://www.atlanticcouncil.org/blogs...
Made in China 2025 Industrial Strategy Deep Dive: https://www.csis.org/analysis/made-ch...

#Economy #Recession #Healthcare #Geopolitics #TradeWar #GoodRevenue