
Welcome back!
Here’s your must-read news this morning:
Iran’s “Art of the Deal” ploy
Robot grows like human
Trump’s red line for Europe
I’ve got all the details for you, so let’s dive in.
— Josh
MARKETS
Market Roundup
🏦 Economy
⭐ Editor’s Pick: Ray Dalio warned that the post-1945 world order has "broken down," warning of a new era of power politics. (X)
U.S. economic data point to resilience and a plausible path to the Fed’s inflation target without a recession. (SEM)
Congress is moving forward with a significant effort to address the U.S. housing shortage and affordability crisis. (WSJ)
Gasoline prices fell about 3.2% in January and are down roughly 7.5% from a year earlier. (FBN)
📈 Hot Stock Picks
⭐ Editor’s Pick: MarketBeat said fears that AI will decimate software are overblown and highlights four beaten‑down software stocks it views as buys. (MB)
Morningstar highlighted six undervalued energy stocks it says are attractive buys. (MS)
Motley Fool highlighted five Vanguard Dividend ETFs that it says could fund your retirement by 2030. (MF)
Insider Monkey listed 17 biotechnology stocks it believes may have more than 50% upside. (IM)
🏢 Industry
⭐ Editor’s Pick: Warner Bros. Discovery is reconsidering sale talks with Paramount Skydance after a revised hostile bid. (BBG)
Casey Wasserman is putting his talent agency up for sale after his emails surfaced in the Epstein files. (THR)
Luxury grocer Erewhon is now offering VIP members free lip flips and brow lifts. (NYP)
Public companies are replacing CEOs at the highest pace in years. (WSJ)
🛢️ Energy & Commodities
⭐ Editor’s Pick: The Defense and Energy Departments conducted the first air transport of a nuclear microreactor. (RTS)
Venezuela oil sales have topped $1 billion and funds won’t go to Qatar account anymore, Energy Secretary Chris Wright said. (CNBC)
The White House denies plans to reduce steel tariffs. (INV)
🌕 Crypto
⭐ Editor’s Pick: Crypto funds saw a fourth straight week of outflows, losing $173 million and bringing four-week withdrawals to $3.74 billion. (TB)
Binance France CEO was targeted in a home invasion attempt. (DEC)
Roundhill Investments filed for “potentially groundbreaking” election prediction ETFs. (CT)
Kevin O'Leary won a $2.8 million defamation judgment against Ben "BitBoy" Armstrong. (BC)
TECH
Tech Roundup
🧠 AI
⭐ Editor’s Pick: OpenAI hired Peter Steinberger, the creator of the open‑source AI agent OpenClaw, to help build the next generation of personal AI agents. (EG)
The Pentagon used Anthropic's Claude in a U.S. military operation last month to capture Maduro. (WSJ)
ByteDance plans to curb its AI‑driven app after a legal threat from Disney raised concerns about intellectual property. (BBC)
Alibaba debuted Qwen 3.5, adding “visual agentic capabilities” to independently execute tasks, and says 8x better at large workloads. (RTS)
A flaw in the AI coding tool Orchids let a hacker remotely take over a BBC reporter’s laptop in seconds without any user action. (OT)
A musician diagnosed with motor neurone disease used ElevenLabs to recreate his singing voice from old recordings. (BBC)
🤖 Robots
⭐ Editor’s Pick: Weave Robotics launched its first-ever stationary robotics platform that can fold laundry. (IE)
A viral video showed a Robotera L7 humanoid robot mastering a stunning sword dance with perfect control. (IE)
China’s CCTV Spring Festival Gala, the country's most-watched TV show, will showcase the nation’s push to lead in humanoid robots. (RTS)
💰Venture Capital
⭐ Editor’s Pick: Anduril Industries is in talks to raise up to $8 billion in a funding round that could value the company at at least $60 billion. (BBG)
A look inside Anti Fund, a VC firm co‑founded by Jake Paul, that secured allocations in high‑profile startups including OpenAI and Polymarket. (FM)
Blackstone is leading a roughly $600 million equity investment in AI cloud startup Neysa, part of a larger $1.2 billion financing found. (YF)
Nigerian defensetech startup Terrahaptix raised an additional $22 million led by Lux Capital. (NM)
FREEDOM
Freedom Roundup
🏛️ Policy & Culture
⭐ Editor’s Pick: DOGE helped make the largest‑ever Medicaid spending dataset public, highlighting widespread fraud and waste. (AXS)
The State Department is preparing to accept a man who burned a Koran outside the Turkish embassy in London as a refugee. (TEL)
UK Prime Minister Starmer is considering proposals that would extend online safety powers to include ID checks for VPN use. (RTN)
A Wisconsin Republican Party headquarters was vandalized overnight with spray‑painted slurs. (CBS)
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.




