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Tomorrow on The Drift: Adam Mesh is joined by Tom Sosnoff for a live market conversation on stocks, options, rates, earnings, and the forces moving the tape. @Tomunderwater @wearelossdog Watch here: youtube.com/live/mc6R10wRA…

Donald Trump Jr. Warns 'Woke AI' Could Become More Influential Than Media, Education and Corporate America: 'People Will Be Manipulated' benzinga.com/markets/tech/2…

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Wells Fargo CEO Says America Is Still Spending Big—Even With Inflation Concerns. $WFC benzinga.com/markets/earnin…

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Washington Governor Bob Ferguson Says Students are Missing Aid They ‘Had No Idea’ Existed As He Pushes FAFSA Graduation Requirement. benzinga.com/news/education…

Marc Andreessen Says AI Is 'Already a Better Doctor Than 99.99% of Human Doctors' Venture capitalist Marc Andreessen reignited the debate over artificial intelligence in healthcare after posting on X in response to OpenAI CEO Sam Altman's comments about the company's latest AI model. Andreessen wrote, "AI is already a better doctor than 99.99% of human doctors. This is good news," reacting to Altman's highlight of GPT-5.6 evaluation results, in which physicians found fewer flaws in the model's responses than in physician-written responses. The broader context was growing AI adoption across American hospital systems, as Hartford HealthCare launched Patient GPT from K Health, and Sutter Health and Reid Health introduced Epic's Emmie platform. These tools operated within HIPAA-protected environments, using patient records to support scheduling, medical information access and physician workflows. A separate collaboration between Mayo Clinic and Microsoft ($MSFT) aimed to combine Mayo's clinical expertise and de-identified patient data with Microsoft's AI and cloud capabilities to improve treatment decisions and patient outcomes. Investor Cathie Wood also weighed in, calling AI's application in healthcare "profound" and pointing to its potential to accelerate medical research, diagnosis and drug development. The developments reflected growing investment across the healthcare sector in AI-powered tools. Debates continued nonetheless over accuracy, patient privacy and the proper role of AI alongside human physicians in clinical care.

Nvidia's Vera Rubin Hardware Rollout May Be Slightly Delayed, But Analyst Still Expects a 62% Upside—Here's Why. $NVDA benzinga.com/news/politics/…

Morgan Stanley Says AI Productivity Boom Could Keep Interest Rates Above Post-2008 Levels Morgan Stanley ($MS) said Thursday that artificial intelligence could keep U.S. interest rates above post-2009 financial crisis levels if the technology boosts productivity without triggering widespread job losses. The bank drew a comparison to the tech-driven productivity growth of the mid-1990s through the early 2000s, suggesting AI could produce a similar effect on markets. Morgan Stanley's baseline assumes AI spreads through the economy roughly twice as fast as the internet, though the bank said it would still take about a decade or more to fully reshape production processes. The firm's baseline does not assume widespread labor market disruption, with AI expected to diffuse gradually enough for the U.S. economy to absorb displaced workers without large-scale layoffs. The Federal Reserve said at its June meeting that AI-related demand is contributing to inflationary pressures and that any productivity gains from the technology will likely take time to materialize. The International Monetary Fund similarly said AI is supporting the global economy, but that its baseline forecasts do not yet incorporate productivity gains from AI. Robert Feldman, Senior Advisor at Morgan Stanley MUFG Securities, noted that Japan faces a different dynamic, with AI viewed primarily as a way to ease persistent labor shortages rather than replace workers. He said Japan's long-term success depends on improving labor-market flexibility and expanding worker reskilling programs to capture AI-driven productivity gains.

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Daniel Newman Says Meta Isn't Replacing Nvidia or AMD With In-House AI Chips: 'It is Augmenting...' Futurum Group CEO Daniel Newman said Thursday that Meta Platforms ($META) is not using its in-house chip development to replace Nvidia or AMD, pushing back on concern that the company's custom silicon strategy threatens its longtime semiconductor partners. "It isn't replacing AMD and NVDA with in-house, it is augmenting to meet ambitious capacity requirements and demand expectations," Newman wrote on X. Newman's comments followed a Reuters report, citing an internal company memo, that Meta plans to begin manufacturing its in-house AI chip, code-named Iris, in September, and Iris is part of Meta's four-generation Meta Training and Inference Accelerator (MTIA) program. The Reuters report said testing of the chip took just six weeks and uncovered no major issues. Meta plans to deploy approximately 7 gigawatts of computing infrastructure this year and intends to double that capacity to 14 gigawatts the following year. The company is expected to spend as much as $145 billion on AI infrastructure in 2026 and is also securing long-term supply agreements for memory, storage, and networking components. Newman noted that Meta "won't be the first to blink on Capex," with $145 billion in planned spending this year while simultaneously expanding in-house infrastructure capabilities. Meta shares climbed 4.70% to close at $631.48 on Thursday, then added another 1.25% to $639.36 in after-hours trading, according to Benzinga Pro.

‘It’s Free Money’ — State Treasurers Urge Trump to Release $39B in Unclaimed Bonds. ‘The Government Has Your Money’ benzinga.com/news/topics/26…