The Headlines

A Surge of U.S. Spy Planes Over Cuba, and Retailers’ $20 Billion Bet on Physical Stores

13 min
May 15, 202615 days ago
Listen to Episode
Summary

This episode covers the escalating U.S. pressure campaign on Cuba amid an energy crisis, Trump's China visit with limited trade resolutions, ongoing debates about civilian casualties in the Iran war, and a major $20 billion retail investment in physical store renovations. The show also features a news quiz covering hantavirus quarantine, AI skepticism among Gen Z, and David Attenborough's 100th birthday.

Insights
  • Major U.S. retailers are making a significant capital bet on physical stores despite e-commerce growth, leveraging tax incentives from recent legislation to drive $20 billion in renovations
  • In-store experience improvements can drive both direct retail sales and online shopping behavior, suggesting omnichannel strategy integration
  • Younger generations show growing skepticism toward AI technology, with nearly a third reporting anger about its implications for jobs and creativity
  • U.S. military surveillance operations over Cuba are escalating in coordination with diplomatic pressure and secret negotiations regarding energy blockades
  • Congressional Democrats are using repeated failed resolutions on unpopular wars as a political messaging strategy despite low passage likelihood
Trends
Retail store renovation wave driven by tax incentive legislation and omnichannel strategyGen Z and younger demographics increasingly skeptical of AI adoption and implementationU.S. military buildup and reconnaissance operations in Caribbean regionSecret diplomatic negotiations between U.S. and Cuba over energy sanctionsCongressional messaging tactics on foreign policy using repeated failed resolutionsRetailers investing in in-store experience as complement to online channelsTax incentive utilization by major corporations for capital investments
Companies
Walmart
Major retailer investing in store renovations and modernization as part of $20 billion retail sector bet on physical ...
Target
Large retailer conducting major store remodels, including $4 million renovation projects, to streamline operations an...
Dollar General
Retail chain participating in widespread store renovation trend across major U.S. retailers
Boeing
Aircraft manufacturer receiving order for 200 planes from China as part of Trump administration trade discussions
The New York Times
News organization covering civilian casualty reports in Iran war that contrast with military commander's testimony
People
Ben Fruman
Provided moving tips and promoted Wirecutter's moving guide at nytimes.com/moving
Tracy Mumford
Primary host and narrator of the episode
Donald Trump
Discussed regarding China visit, Cuba policy, and Iran war authorization
Xi Jinping
Met with Trump during China visit to discuss trade, Iran, and bilateral relations
Admiral Brad Cooper
Testified before Senate on civilian casualties in Iran war, dismissing reports of school and hospital strikes
Jake Rosmarin
Quarantined at Nebraska hantavirus facility, posting updates from isolation room
David Attenborough
Celebrated 100th birthday; credited with commissioning Monty Python and changing tennis ball color for TV broadcasts
Will Jarvis
Co-host returning Monday after Memorial Day
Quotes
"Essentially, they're making an expensive bet that people still want to physically come to a store and shop."
Tracy MumfordRetail segment
"Online shopping is increasing, obviously, but that still only accounts for less than 20% of all retail sales"
Tracy MumfordRetail segment
"President Trump wrapped up his trip to China today and is flying back to the U.S. In all, the visit was heavy on public praise and pleasantries."
Tracy MumfordChina segment
"There's no way that we can corroborate that. No indication of that whatsoever, Senator."
Admiral Brad CooperIran war segment
"Having a pleasant in-store experience can encourage people to shop that brand online, too."
Tracy MumfordRetail segment
Full Transcript
Hey, it's Ben Fruman, editor-in-chief of Wirecutter. We put together the ultimate moving guide, and I wanted to find out a few of our writer's favorite tips. When you're first moving into your home, make sure that you change the batteries in your smoke detector. Buy a mattress bag. You can carry a mattress more easily because the handles are built in, and it's going to protect your mattress from the truck and the street. Make sure you have towels on hand. You don't want to end up taking a shower and using a dirty sock to dry off. Yeah. If you're getting ready to move, let Wirecutter help you make a plan at nytimes.com slash moving. From The New York Times, it's the headlines. I'm Tracy Mumford. Today is Friday, May 15th. Here's what we're covering. The Trump administration's pressure campaign on Cuba has pushed the energy crisis there to a breaking point. They've been struggling with blackouts for years due to crumbling infrastructure and other factors. Then a few months ago, the U.S. effectively cut off all oil shipments to the island. Now the Cuban government says it's run down its reserves completely. The country's energy minister said that electricity in the capital city is out for 20 to 22 hours a day. Even the delivery trucks that would carry fuel are out of fuel to run on. People are sleeping on rooftops to escape the heat and buying charcoal or firewood to cook food. At the same time, in the skies above Cuba, there's been a growing number of U.S. military aircraft. U.S. officials told The Times that drones and surveillance planes have increased their reconnaissance flights as part of what's expected to be a larger U.S. military buildup in the region in the coming weeks. Experts say the aircraft could be used to eavesdrop on Cuban officials and that the flights seem to be intended to intimidate the government there. Yesterday, the CIA director traveled to the island to deliver a warning in person. According to American officials, he told Cuba it needs to stop letting Russia and China operate intelligence posts there and that Cuba's communist government needs to make economic changes. The administration, though, hasn't specified what exactly those would be. Behind the scenes, Havana and Washington have been in secret negotiations for weeks with Cuba hoping the U.S. will end the energy blockade, which Cuba's president has called genocidal. President Trump, meanwhile, has said the country needs a regime change and in a recent speech, he threatened that when it comes to Cuba, the U.S. will be, quote, taking over almost immediately. [♪ upbeat music playing in background. I just want to thank President Xi and all of his representatives and we've become friendly with all of them. Great people. President Trump wrapped up his trip to China today and is flying back to the U.S. In all, the visit was heavy on public praise and pleasantries. Trump said Chinese President Xi Jinping has become really a friend and she called on the two countries to be partners rather than adversaries. But the U.S. delegation is leaving Beijing without announcing any clear resolutions on some of the major points of contention between them. We did discuss Iran. We feel very similar to Iran. We want that to end. According to the White House, the two sides talked about Iran and the Strait of Hormuz, but there's no indication if China will help pressure Iran, its ally, to reopen the waterway. There were examples of possible cooperation on trade, though. Trump said China was going to order 200 airplanes from Boeing and the Chinese government cleared the way to import American beef. Also, a U.S. trade official said there was a, quote, willingness on both sides to not lapse back into the tit-for-tat trade war from last year with sky-high tariffs and the Chinese chokehold on rare earth minerals. Trump said he plans to host President Xi back in Washington in late September for more talks. Now, two other quick updates on the war in Iran. First, so how do you explain the publicly available information that 22 schools have been hit and multiple hospitals? There's no way that we can corroborate that. No indication of that whatsoever, Senator. There's no way you can corroborate or no indication of it. Which one? No indication. During a Senate hearing yesterday, the U.S. military commander overseeing the war repeatedly dismissed reports of civilian deaths in Iran. How many schools have we bombed? There is one active civilian casualty investigation from the 13,629 munitions. Admiral Brad Cooper said the only civilian casualty event that he knew of was a strike on a school, which Iranian officials say killed 175 people. Cooper's comments came in sharp contrast to reports from human rights groups and news organizations, including The Times, that there have been many other strikes that have hit civilian targets or killed and injured civilians. In the second update, the concurrent resolution is not adopted without objection to motion reconsider as laid on the table. Yesterday, the House blocked another effort by Democrats to force an end to the war. It was the 10th time Republicans have shot down that kind of move. The resolution would have required President Trump to get congressional approval to keep the conflict going. Despite the slim chance of getting this kind of measure through, Democrats have vowed to keep trying, essentially forcing Republicans to weigh in repeatedly on what public polling shows is an unpopular war. Our Walmart just got a huge remodel, and here's what they did. They now have displays set up in the furniture section and the clothing section. Around the country, some of the biggest retail chains have been doing a lot of renovation. Have y'all heard about this $4 million renovation that is coming to the local target? Walmart, Target, Dollar General, and others are remodeling thousands of their existing stores to try and streamline operations and lure customers in. Since when is Walmart doing stuff like this? Let me show you. Okay. Essentially, they're making an expensive bet that people still want to physically come to a store and shop. Retail executives say the payoff will be worth the investment. Online shopping is increasing, obviously, but that still only accounts for less than 20% of all retail sales, according to the Commerce Department. And one retail analyst told the Times that having a pleasant in-store experience can encourage people to shop that brand online, too. There are also financial benefits for retailers doing the renovations, thanks to the one big beautiful bill act that Congress passed last year. That included tax incentives for businesses making capital investments, and many are moving to take advantage of the window for that. In total, America's largest retailers are expected to spend at least $20 billion on remodels in the coming years. And finally, the Musée d'Orsay in Paris has opened a new exhibit showing off works by Renoir, Degas, Rodin. But the big goal of the display is not strictly to show off the pieces. It's to help find their rightful owners. All of the art featured in this new show is thought to have been taken out of France, potentially stolen, during the Nazi occupation in World War II. Over the course of the war, tens of thousands of art objects were looted by the Nazis or sold under duress. Many of them were recovered by Allied units known as Monuments Men and brought back to France. Over the years, most have been reclaimed, but about 2,000 are still in the care of French museums until their provenance can be established, and France has actually gotten some heat for not doing more on that front. At the Musée d'Orsay, notably, several of the paintings have been hung so you will be able to see the front and the back. That's where they're hoping people might identify markings or stamps that could lead to the paintings getting back where they belong. Those are the headlines. If you'd like to play the Friday News Quiz, stick around. It's just after these credits. This show is made by Will Jarvis, Margaret Kadifa, Jake Lucas, Jan Stewart, and me, Tracy Mumford. Original theme by Dan Powell. Special thanks to Isabella Anderson, Larissa Anderson, Sam Dolnick, Miles McKinley, and Zoe Murphy. Now, time for the quiz. Every week, we ask you a few questions about stories The Times has been covering. Can you get them all? First up. We're glad that you're here, and we're going to ensure that you have the best world-class care possible. On Monday, more than a dozen Americans who'd potentially been exposed to the deadly hantavirus on a cruise ship were flown back to the U.S. They arrived at a specialized quarantine center, which is the only federal facility of its kind in the entire country. Your question, what state are they now being monitored in? The answer? Good morning, everyone. It is my second day here in Omaha, Nebraska, and I just wanted to give you a little tour. They're in Nebraska. One of the passengers being monitored there is Jake Rosmarin, a travel influencer who has been posting updates. I had a stationary bike for exercise, a recliner. The room is very spacious and comfortable. He's expected to stay in his 300-square-foot airtight room for another six weeks while medical staff monitor him for signs of infection. The center in Omaha was first in the news for a similar situation back in 2020 when a group of people who'd been exposed to the coronavirus in the early days of the pandemic were flown there after being evacuated from another cruise ship. A next question. Good evening, UCF Knights! How's everybody doing out there? It is graduation season, and recently, one commencement speech went a bit off the rails. A real estate executive who was addressing grads at the University of Central Florida's School of Communication and Media got a rough reception after she brought up a specific topic. Okay, I struck a chord. May I finish? She was hyping it as an exciting change, but the crowd kept interrupting her, booing repeatedly. Your question? What were the grads decidedly not jazzed about? The answer? Artificial intelligence. Now, AI capabilities are in the palm of our hands. And... Oh, I love it. Passion, let's go. Okay. It proved to be a rough topic for the room full of humanities majors. And they are not alone. According to a recent Gallup survey, members of Gen Z and younger generations are growing more skeptical toward AI. They are concerned about how it will affect their creativity, their critical thinking skills, and their job prospects. Nearly a third of the young respondents said the technology made them feel angry. And last question. I've been completely overwhelmed by birthday greetings from countless individuals of all ages. Recently, David Attenborough, famous for redefining the nature documentary, turned 100 years old. In the great island of New Guinea, there are 42 different species of birds of paradise. Attenborough's calm, soothing voice has introduced generations of people to some of the world's most beautiful and fascinating creatures. Like on his shows Planet Earth and Life on Earth. A polar bear stirs. But way back in the 1960s, when he was working at the BBC, he also had a hand in launching an iconic project that had nothing to do with nature. It was a comedy show. Do you know what that show was? So think 60s British comedy. I will give you a hint. I have a silly walk and I'd like to obtain a government grant to help me develop it. The answer. Monty Python's Flying Circus. I'm sorry to catch you waiting, but I'm afraid my walk has become rather silly recently. So I'm taking something rather long. Attenborough commissioned the show when he was one of the people in charge of programming at the BBC. And now here is your bonus fact because he seems to have truly done everything. Attenborough is also partly responsible for the colour of tennis balls. They used to be white, but when he helped the BBC start broadcasting Wimbledon in colour, he pointed out that the balls were too hard to see and he suggested a change to something more visible. Enter that fluorescent yellowy green. That's it for this week's news quiz. If you want to tell us how you did, our email is the headlines at nytimes.com. I'm Tracy Mumford. The show will be back Monday with my colleague Will Jarvis. I will see you after Memorial Day.