Unprecedented U.S. Equity Stakes, The AI Revolution, Costco and Apple 10/8/25

New U.S. equity stakes are unprecedented, aimed at fixing market failures, not creating a sovereign wealth fund, says Kelly Ann Shaw, Partner at Akin and Former Deputy Director of the National Economic Council under President Trump. AI growth remains strong, retail investors are reshaping markets, and long-term investing still wins. Costco thrives in softer economies as consumers trade down. And Apple must get the AI story right to drive the next upgrade cycle.