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MARKETS
💰 Export-Import Bank to Invest $100 Billion to Achieve U.S. Energy Dominance

(Credit: Jan Zakelj/Pexels)
The Scoop: The U.S. Export-Import Bank is preparing to deploy $100 billion to advance President Donald Trump’s plan for American “energy dominance,” financing LNG, nuclear, and critical-minerals projects across key regions, Reuters reports.
The Details:
New chair John Jovanovic said Ex-Im is “back in a big way” and focused on securing U.S. and allied supply chains in energy and minerals.
The bank will steer funding toward LNG exports, nuclear power, and critical minerals to reduce reliance on China and Russia.
Early deals include a $4 billion credit insurance guarantee for U.S. natural gas shipments to Egypt and a $1.25 billion loan for Pakistan’s Reko Diq copper-gold mine.
Ex-Im has authorized $8.7 billion in new transactions over the past year, not including a $4.7 billion LNG loan for Mozambique.
What’s Next: Expect a wave of U.S.-backed LNG, nuclear, and minerals deals to roll out in the coming months, signaling a major escalation in Washington’s effort to counter Chinese and Russian dominance in global energy and resource supply chains.
Market Roundup
🏦 Economy
⭐ Editor’s Pick: U.S. Export-Import Bank eyes $100 billion in financing to bolster American energy dominance, targeting LNG exports and critical minerals. (FT)
Economists project U.S. GDP growth accelerating to 2% in 2026 from 1.8% anticipated earlier, buoyed by consumer spending and investment. (RTS)
U.S. and Japan sealed a $550 billion investment pact, channeling Japanese funds into American energy and LNG infrastructure. (EM)
Americans are unleashing a year-end shopping frenzy at discounters like Walmart, fueling robust retail gains and hinting at resilient consumer spirits. (WSJ)
Bessent dismissed U.S. recession fears, while hailing October's falling energy prices and rising home sales as harbingers of robust growth. (INV)
📈 Hot Stock Picks
⭐ Editor’s Pick: Four growth stocks under $15—Serve Robotics, Lithium Americas, Joby Aviation, and Datavault AI—emerge as watches after steep pullbacks, luring bold investors with outsized upside potential, according to MarketBeat. (MB)
Motley Fool spotlighted Clearway Energy, Kinder Morgan, and ConocoPhillips as dividend stalwarts to clutch through 2030, boasting yields of 5%, 4.3%, and 3.6% respectively. (MF)
Barometer Capital CEO David Burrows touted Tamarack Valley Energy for its consolidation potential and GE Aerospace as an undervalued industrial rebound play post-spinoff. (BBG)
🏢 Industry
⭐ Editor’s Pick: Meta's internal Project Mercury study—halted after revealing Instagram's role in spiking teen depression, allegedly was buried to dodge public backlash, according to a damning court filing. (CNBC)
Trump blasted ABC and NBC as "virtual arms of the Democrat Party,” vowing to block any expansion of "Radical Left Networks." (X)
Home values have surged as much as 86% in 10 Southern and Northeastern U.S. cities since the pandemic, led by Knoxville, Tennessee, and Fayetteville, Arkansas. (FBN)
Bluesky's daily active mobile users plunged nearly 40% year-over-year by late October, while Truth Social notched a 32% uptick. (FOX)
🌕 Crypto
⭐ Editor’s Pick: Cardano's network splintered briefly after a disgruntled ex-testnet participant's AI-scripted assault exploited a bug, forking the chain and erasing block rewards. (CD)
U.S. authorities are probing Beijing-based Bitmain, dominant in Bitcoin mining rigs, over national security fears of remote manipulation for espionage or grid sabotage. (BBG)
Coinbase agreed to acquire memecoin trading platform Vector.fun to accelerate onchain trading and advance an "everything exchange" vision. (CB)
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TECH
💻 New AI Breakthrough Can Spot Harmful Gene Mutations With Amazing Accuracy

(Credit: FotoRichter/Pixabay)
The Scoop: Scientists in Barcelona and at Harvard have developed a powerful new AI system, popEVE, that can flag whether never-before-seen human genetic mutations are likely to cause disease, outperforming Google DeepMind’s AlphaMissense and opening new possibilities for diagnosing rare conditions, the Financial Times reports.
The Details:
Novel AI model popEVE leverages evolutionary data from hundreds of thousands of species to predict harmful protein mutations.
Targets “missense” mutations—single amino-acid swaps that can cripple protein function.
Benchmarks human tolerance by cross-referencing genetic patterns with UK Biobank and gnomAD databases.
In real-world testing on 31,000 families with severe childhood developmental disorders, correctly flagged the most damaging de novo mutation 98% of the time.
Discovered 123 previously unknown genes tied to developmental disorders, many critical to early brain development.
What’s Next: Expect rapid adoption across genetic clinics, rare-disease centers, and global health programs, especially as doctors push for AI tools that can diagnose patients with mutations never seen before.
Tech Roundup
🧠 AI
⭐ Editor’s Pick: Ant Group's LingGuang, an AI "vibe coding" app, rocketed to over 2 million downloads in China within six days—outpacing ChatGPT's debut—before overwhelming traffic crashed its core tool. (BI)
A techie's viral demo of Google's Nano Banana Pro AI showed it solving a math puzzle in his own handwriting. (TOI)
Microsoft rolled out a dozen AI-powered security agents, empowering businesses to preemptively triage threats and optimize defenses against AI-wielding hackers. (ZDN)
Salesforce CEO Marc Benioff declared Google's Gemini 3 as a "major breakthrough," saying he'll never return to ChatGPT. (SN)
🤖 Hardware & Robotics
⭐ Editor’s Pick: Elite athletes faced off against advanced robots in a series of challenges designed by YouTube superstar MrBeast, to determine if machines can surpass human abilities. (YT)
Pittsburgh's Longevity Lab unveiled the city's first AI-powered massage robot, Aescape, offering customizable full-body sessions from $10 for 15 minutes to $39 hourly. (AX)
Foxconn revealed a bipedal humanoid robot boasting a dexterous hand, eyeing factory-floor deployment by Q1 2026 to bolster automation in its sprawling manufacturing empire. (DT)
🚀 Defense & Space
⭐ Editor’s Pick: Amid Russian drone and artillery barrages in Ukraine's "death zone,” Termit robots are emerging as a critical lifeline, ferrying 90% of supplies and enabling remote wound evacuations for troops. (TG)
Germany unveiled the Leopard 2A8, its first all-new main battle tank in three decades, boasting a digital-overhauled architecture and active-protection system to counter projectiles. (DP)
The FBI seeks unjammable fiber-optic drones, hard-wired for reliable control in obstructed environments, for federal investigations. (TWZ)
💰Venture Capital
⭐ Editor’s Pick: Startup NestAI, pioneering "physical AI" for autonomous systems, secured €100 million ($115 million) in funding from Nokia and Tesi. (AIN)
Model ML, an AI workflow automation platform for financial services, raised $75 million Series A, led by FT Partners with backing from Y Combinator. (NW)
Agnikul Cosmos, a pioneer in 3D-printed rocket engines, clinched $17 million in funding at a $500 million valuation from backers including Advenza Global and HDFC Bank. (ENT)
AI startup Redrob secured $10 million Series A led by Korea Investment Partners to slash ML costs 50-fold. (ET)
FREEDOM
📢 UK Government “Resist” Program Surveils Citizens’ Online Posts

(Credit: Soumil Kumar/Pexels)
The Scoop: The UK’s Government Communications Service has shifted from a PR arm into an online-monitoring unit that flags everyday community concerns as “high-risk narratives,” according to Reclaim The Net.
The Details:
Officials now scan Facebook groups, local forums, and neighborhood posts for comments about housing, migrants, or planning decisions.
The monitoring is carried out under the updated “Resist” framework, originally created to fight coordinated disinformation.
Ordinary complaints, such as who gets priority housing or why hotels are filling with newcomers, are listed as potential sources of “division.”
Councils are instructed to track local chatter and respond with “cohesion forums” and “prebunking” programs.
What’s Next: Expect pro–free speech politicians and civil liberties activists in the UK to pressure the government to scrap or rein in this expanded monitoring system.
Freedom Roundup
🏛️ Policy & Culture
⭐ Editor’s Pick: OPM Director Scott Kupor clarified that while DOGE may be gone as a central team, its mission of deregulation, fraud abatement, and workforce overhaul are enshrined through OPM reforms. (X)
JPMorgan Chase abruptly shuttered accounts belonging to Strike CEO Jack Mallers, citing vague "concerning activity," reigniting fears of crypto debanking. (TB)
A British teenager, inspired by Charlie Kirk's Turning Point UK to host conservative campus events, claimed a masked assailant hurled urine and glue at him during a confrontation in London. (FOX)
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DISCLAIMER: The CAPITAL newsletter is for informational purposes only and does not constitute financial, investment, or professional advice. Readers should conduct their own research and consult a qualified financial advisor before making investment decisions. The CAPITAL newsletter and its owner and operator, Josh Caplan, are not liable for any loss or damage resulting from reliance on this information. The CAPITAL newsletter is solely owned and independently operated by Josh Caplan, separate from any employer affiliations.



