
Welcome back!
Hereās your must-read news this morning:
Billionaire bets on silverās collapse
OpenAI releases GPT-5.3-Codex
Fortune 500 companies ditch DEI
Iāve got all the details for you, so letās dive in.
ā Josh
MARKETS
Market Roundup
š¦ Economy
ā Editorās Pick: Trump unveiled TrumpRx.gov, aimed at letting Americans access discounted prescription drugs. (FBN)
The U.S. and Argentina agreed to a trade deal cutting tariffs and opening markets to boost U.S. exports. (BBG)
An economic editor said Januaryās layoffs report exaggerated laborāmarket weakness, while other indicators show employment remains relatively stable. (BN)
India is prepared to place orders worth up to $80 billion for Boeing
planes as part of the trade deal with U.S. (CNBC)
š Hot Stock Picks
ā Editorās Pick: InsiderMonkeyās listed its 11 best stocks under $3 to invest, including names like Petco Health. (IM)
Black Swan Dexteritas president Kim Bolton highlighted Arista Networks and Datadog as standout investment ideas. (BBG)
MarketBeat said analysts see upside in The Trade Desk, Pinterest and Chewy as all three trade near 52āweek lows with bullish sentiment ahead of key catalysts. (MB)
Zacks touted Photronics as a Strong Buy, highlighting its critical role in semiconductor chip production. (ZIR)
š¢ļø Energy & Commodities
ā Editorās Pick: The anticipated merger between Glencore and Rio Tinto that would have created the worldās biggest mining company collapsed. (MIN)
The U.S. and UAE signed a framework agreement to secure supply chains for rare earths. (MEE)
A federal judge struck down Texasās antiāESG law as unconstitutional. (TH)
A profile of Zach Dell, son of Michael Dell, and his company BaseāÆPower, which leverages home batteries to stabilize Texasās grid and supply backup power. (WSJ)
š Crypto
ā Editorās Pick: The crypto market has lost $2 trillion since October peak, with Bitcoin dropping to $61,000 before recovering to $65,900. (MC)
Michael Saylor's Strategy posted a $12.6 billion Q4 loss as Bitcoinās slide triggers one of largest quarterly hits in corporate history. (TB)
Tom Lee-backed BitMine is sitting on $8 billion in unrealized losses after its huge Ethereum holdings plunged in value as ETH dipped below $2,000. (CD)
Tether invested $150 million for about a 12% stake in Gold.com to expand the reach of its gold-backed token. (CB)
TECH
Tech Roundup
š§ Ā AI
āĀ Editorās Pick:Ā Anthropic updated its flagship AI with Claude OpusāÆ4.6, a more powerful model designed to tackle complex financial research and data analysis. (BBG)
Meta is testing a standalone Vibes app dedicated to AIāgenerated shortāform videos. (TC)
Goldman Sachs is using Anthropicās Claude AI model to automate and accelerate accounting and compliance workflows. (CNBC)
Researchers are developing a new AI system that dramatically improves accuracy and speed of brain scans. (IPM)
š¤Ā Robots
āĀ Editorās Pick:Ā Humanoid unveiled KinetIQ, an AI ābrainā that controls and coordinates entire robot fleets under one digital system. (IE)
NVIDIA and Opentrons are rolling out robots that act as ālearning scientists,ā improving experiment execution over time. (UNI)
Top Middle Eastern hotels, including Shangri-La Qaryat Al Beri in Abu Dhabi and the W Doha are deploying robots to help with service tasks. (TDM)
AgiBot robots were filmed practicing kung fu moves with Shaolin monks at Chinaās historic Shaolin Temple. (IEX)
š°Venture Capital
āĀ Editorās Pick: Fundamental raised $255āÆmillion in a SeriesāÆA led by OakāÆHC/FT at a $1.2āÆbillion valuation to build Nexus, an AI model optimized for massive structured data analysis. (TC)
General Catalystābacked startup Accrual raised $75āÆmillion to build an AIānative accounting platform that automates complex bookkeeping and financial workflows. (BBG)
Sapiom, building an AIādriven financial layer that lets agents autonomously purchase needed services, raised a $15āÆmillion seed round led by Accel. (TC)
Y Combinator reversed course and will again invest in Canadianāincorporated startups. (BK)
FREEDOM
Freedom Roundup
šļø Policy & Culture
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.




