
Welcome back!
Here’s your must-read news this morning:
Amateur gamblers beating Wall Street
AI startup CEO’s warning
Russia’s crackdown on Telegram
I’ve got all the details for you, so let’s dive in.
— Josh
MARKETS
Market Roundup
🏦 Economy
⭐ Editor’s Pick: U.S. job growth likely picked up modestly in January with payrolls seen rising and the unemployment rate staying around 4.4%. (RTS)
The Trump administration is urging tech companies to sign a compact on AI data centers that would commit them to prevent hikes in electricity prices. (POL)
Lutnick said the economy could see around 6% annualized growth in Q1. (RTS)
Trump said the U.S. “should have the lowest interest rates in the world.” (FBN)
📈 Hot Stock Picks
⭐ Editor’s Pick: Morningstar highlighted 10 top dividend stocks, including Paychex, with long‑term income potential. (MS)
RBC analysts highlighted their top bank stock picks and earnings trends in their latest research roundup. (GM)
Zacks listed top rare‑earth and related critical‑minerals stocks to watch now, including NioCorp. (ZIR)
InsiderMonkey listed 10 high‑growth cybersecurity stocks considered strong buys for expansion potential, including SentinelOne. (IM)
🏢 Industry
⭐ Editor’s Pick: Big tech firms are planning to avoid paying Trump’s new $100,000 H‑1B visa fee by hiring through alternative visa categories. (WSJ)
Paramount sweetened its hostile bid for Warner Bros. Discovery, including agreeing to cover Netflix’s breakup fee. (NYP)
The FBI is investigating Tai Lopez over allegations his investment firm operated a Ponzi scheme tied to acquisitions like RadioShack. (WSJ)
🛢️ Energy & Commodities
⭐ Editor’s Pick: The White House will repeal the Obama‑era greenhouse gas “endangerment finding” that underpins federal climate regulations. (TH)
Trump will sign an order directing the Pentagon to buy electricity from U.S. coal-fired power plants as a national security measure. (OP)
Trump’s administration is weighing seizing additional Iranian oil tankers to pressure Tehran. (WSJ)
Energy Secretary Chris Wright is heading to Venezuela to assess and help revive its battered oil industry after decades of decline. (INV)
🌕 Crypto
⭐ Editor’s Pick: Jailed FTX founder Sam Bankman-Fried has filed a pro se motion seeking a new trial in his case. (CD)
Vitalik Buterin outlined a near-term vision where Ethereum serves as a decentralized economic layer for AI systems. (YN)
LayerZero unveiled Zero, a new high-throughput blockchain aimed at institutional finance, backed by Citadel Securities. (TB)
European Union is considering a ban on crypto transactions with Russia to tighten sanctions evasion. (FT)
Michael Saylor said Bitcoin will likely “double or triple” the S&P 500’s returns over the next few years and that his company Strategy will keep buying more holdings. (CD)
TECH
Tech Roundup
🧠 AI
⭐ Editor’s Pick: Moltbook’s AI‑only social network was driven largely by humans creating posts, not truly autonomous AI interactions. (FOR)
xAI co‑founder Jimmy Ba quit, becoming the sixth original co‑founder of Elon Musk’s company to depart. (SR)
Isomorphic Labs said its AI Drug Design Engine vastly outperforms AlphaFold 3, expanding possibilities for discovering novel medicines. (IL)
An inside look at how the Trump administration’s AI Tech Force is modernizing federal agencies. (FBN)
Meta now lets you AI‑animate Facebook profile pictures and restyle Stories/Memories with new generative tools. (VER)
OpenAI’s Deep Research is now powered by GPT‑5.2 and can search specific websites directly. (DC)
🤖 Robots
⭐ Editor’s Pick: China’s EngineAI launched the world’s first humanoid robot fighting league. (PD)
Alibaba launched RynnBrain, an open‑source AI model designed to power robots. (CNBC)
India’s first “dark factory” runs virtually fully automated 24/7 robot‑led semiconductor production. (PRI)
Scientists built robot swarms that translate music into coordinated moving light “paintings” as an artistic expression. (TEX)
Agibot staged a gala show entirely performed by robots featuring dancing and martial arts. (VNE)
💰Venture Capital
⭐ Editor’s Pick: AI chip startup Olix raised $220 million at a $1 billion valuation, led by Hummingbird. (FT)
Garner Health raised a $118 million Series D round at a $1.35 billion valuation to expand its healthcare analytics platform. (FOR)
Newo raised a $25 million Series A round, led by Ratmir Timashev, to scale AI voice infrastructure for small businesses. (YF)
FREEDOM
Freedom Roundup
🏛️ Policy & Culture
⭐ Editor’s Pick: A top-rated restaurant in California sparked backlash for adding a mandatory service charge to fight tipping's so-called racist past. (NYP)
California sued Gatalog Foundation and CTRLPew to treat 3D-printable gun blueprints as illegal contraband. (RTN)
The Kansas House and Senate approved a resolution designating October 14 as "Charlie Kirk Free Speech Day." (KWCH)
That's a wrap! You're officially caught up on all things tech, markets and freedom. Subscribe to CAPITAL below.
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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.




