Welp. We can officially add Amazon $AMZN ( ▼ 1.3% ) founder Jeff Bezos to the list of tech leaders calling AI a “bubble”.

Bezos joins the likes of OpenAI CEO Sam Altman and Meta Platforms’ $META ( ▼ 2.27% ) Mark Zuckerberg. A bit of an asterisk on another record week.

Finally, read to the end for an inflation gauge you might not mind reading…

— Brooks & Cas

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$Z ( ▲ 2.59% ) Why the bad news that sank Zillow’s stock is good for new investors (MarketWatch)

$SNDK ( ▲ 3.44% ) Why Sandisk Stock Was Rocking the Market This Week (Motley Fool)

$PLTR ( ▼ 7.47% ) Palantir Stock Falls On Report Army Communications Network Flawed (IBD)

$USAR ( ▲ 14.31% ) USA Rare Earth Stock Soars After CEO Confirms Ongoing Talks With Trump's Administration (GuruFocus)

$RCAT ( ▲ 11.89% ) Needham initiates Red Cat stock with Buy rating on defense drone growth (Investing.com)

CNBC: With BLS jobs data halted by the shutdown, private reports showed September payrolls grew about 51K and unemployment stayed at 43%.

Investing.com: Berkshire Hathaway $BRK.B ( ▲ 0.57% ) amended its bylaws to separate chairman and CEO roles as Greg Abel prepares to succeed Warren Buffett.

CNN: Cracker Barrel $CBRL ( 0.0% ) dumped the design firm behind its disastrous logo change.

Reuters: Spirit Airlines $SAVEQ ( ▲ 0.43% ) said it would cut nearly 100 planes and exit US markets under Chapter 11 restructuring to save costs.

TechCrunch: Google $GOOGL ( ▼ 0.14% ) tested a new Gemini AI app interface with a scrollable photo feed and creative prompt suggestions.

A decade ago, Gilead $GILD ( ▲ 1.93% ) was flying high on the back of its blockbuster hepatitis C treatments, Sovaldi and Harvoni. But those drugs delivered a cure, not a recurring revenue stream.

The company’s stock collapsed after peaking above $120 in 2015. What followed was a long decline, with investors questioning whether Gilead could ever return to consistent growth.

Today, the story looks different. Instead of relying on one short-lived franchise, Gilead is more diversified across multiple therapeutic areas. Liver disease now makes up only 10% of revenue, while HIV accounts for two-thirds of sales and oncology continues to scale.

At 13x forward earnings with a generous dividend, Barron’s believes Gilead is positioned far more sustainably than during its last cycle of hype.

Gilead’s latest launch, HIV drug Yeztugo, is too new to move the numbers yet, but early signs of demand are strong.

Truist $TFC ( ▲ 0.35% ) upgraded shares to Buy after Gilead beat on both revenue and profit in Q2, pointing to HIV growth as the key driver. Analysts say Gilead’s HIV business remains “best-in-class,” with a pipeline designed to extend its market dominance for years.

There’s also progress in cancer treatment. Trodelvy, Gilead’s antibody-drug conjugate, grew sales 14% year over year in Q2, and new clinical data could broaden its use across more cancers.

The next big swing is Anito-cel, a CAR-T therapy for multiple myeloma developed with Arcellx, expected to launch next year. If successful, it could establish Gilead as a leader in one of oncology’s fastest-growing markets and add another leg to its earnings story.

Healthcare policy uncertainty looms. Still, analysts say Gilead has a cleaner setup than it did a decade ago. After years of acquisitions, the company has no major integrations to manage, leaving management free to focus on execution. That’s a shift from the past, when distractions diluted investor confidence.

For long-term investors, the case comes down to durability. Earnings are expected to soar 75% in 2025, with consensus estimates calling for further growth into 2026. T. Rowe Price’s $TROW ( ▲ 1.54% ) Jeff Holford notes that Gilead’s momentum today rests on a sustainable base, not inflated multiples.

After a lost decade, analysts argue Gilead has rediscovered the balm for both patients and portfolios.

By 2040, 80 million Americans will be over 65. Healthcare costs are projected to hit $7.2 trillion by 2031.

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Axios: A US government report warned China’s DeepSeek AI models posed national security risks and lagged far behind American competitors.

CNBC: Bitcoin $BTC.X ( ▲ 1.24% ) neared its record today as investors embraced the cryptocurrency as a safe haven amid the shutdown.

USA Today: Rite Aid permanently closed all stores after filing Chapter 11 bankruptcy, ending operations of the once-national pharmacy chain.

WSJ: US fast charging ports rose 80% in two years to 60K, but EV sales are projected to drop without tax credits.

QZ: Morgan Stanley $MS ( ▲ 1.48% ) warned the AI rally was losing momentum as spending slowed, costs rose, and speculative risks increased.

Inflationary policy record unmatched.

Hard to complain though. If I dump it all into Nvidia $NVDA ( ▼ 0.67% ) stock, there’s a decent chance it’ll outpace another five years of sticky inflation, nonetheless…

Are you bullish or bearish on Corteva $CTVA ( ▼ 0.19% ) over the next 12 months?

▇▇▇▇▇▇ 🐻 Bearish

▇▇▇▇▇▇ 🐂 Bullish

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