
Welcome back!
Here’s your must-read news this morning:
Paramount wins WBD bidding war
DoW vs Anthropic
Noem alleges staff secretly spied on her
I’ve got all the details for you, so let’s dive in.
— Josh
MARKETS
Market Roundup
🏦 Economy & Industry
⭐ Editor’s Pick: An alleged leak claims the Bohemian Grove society’s membership list reveals a “who’s who” of business, politics, and celebrity figures. (NYP)
U.S. mortgage rates dropped below 6%, the first time since 2022. (FBN)
Companies are accelerating moves to low-tax red states like Texas and Florida, boosting jobs and growth. (FOX)
Goldman Sachs expects solid U.S. GDP growth in 2026 as inflation cools and financial conditions ease. (GS)
📈 Hot Stock Picks
⭐ Editor’s Pick: Billionaire investors are scooping up these beaten-down blue chips when they're on sale, according to Kiplinger. (KIP)
Morningstar listed 10 stocks top fund managers have been buying. (MS)
Insider Monkey highlighted 10 undervalued stocks trading under $30. (IM)
Three industrial chip stocks are positioned to benefit from a new semiconductor supercycle in 2026, according to MarketBeat. (MB)
🛢️ Energy & Commodities
⭐ Editor’s Pick: Renewable-energy advocates are working with conservative influencers to “MAGA-fy” solar power messaging. (POL)
Trump plans to leverage Cuba’s energy crisis by easing fuel exports to the island’s private sector to increase Cuban dependence on the U.S. (BBG)
The U.S. Nuclear Regulatory Commission issued a draft rule to establish a regulatory framework for nuclear fusion energy. (RTS)
Oil sales under the U.S.–Venezuela supply deal are expected to hit about $2 billion by the end of February. (INV)
🌕 Crypto
⭐ Editor’s Pick: Jack Dorsey said Block will cut nearly 4,000 jobs (~40% of its workforce) as AI changes how the company operates. (TB)
ZachXBT accused Axiom employees of abusing internal tools to access private wallet data and potentially profit from insider trading. (X)
Suspected insider wallets on Polymarket made $1.2 million betting on the release of ZachXBT’s investigation into Axiom insider trading. (CT)
Spot Bitcoin ETFs are on track for their biggest weekly inflows in about six weeks after adding $1.1 billion over three consecutive days. (CD)
TECH
Tech Roundup
🧠 AI
⭐ Editor’s Pick: Burger King is testing an AI assistant called “Patty” that listens through staff headsets to track words like “please” and “thank you” to improve service. (BBC)
Google struck a multibillion-dollar deal to supply Meta with its AI chips for developing and training new models. (TI)
Google launched its new Nano Banana 2 AI model, offering faster and higher-quality image generation. (TC)
The Pentagon is moving to develop AI-powered cyber tools aimed at identifying and countering Chinese infrastructure threats. (FT)
xAI co-founder Toby Pohlen is leaving the company, the seventh of its 12 co-founders to depart. (BBG)
Two members of Thinking Machines Lab’s founding team, Christian Gibson and Noah Shpak, left the startup for Meta. (BI)
🤖 Robots
⭐ Editor’s Pick: Researchers have commanded swarms of magnetic microrobots to lift objects up to 45,000× their own weight. (IE)
Barcelona is testing robot companions in senior centers to help reduce elderly loneliness. (IND)
Coco Robotics is launching a next-generation delivery robot that operates fully autonomously, without relying on remote human drivers. (SEM)
Hyundai’s Atlas humanoid robot is emerging as a leading contender against Tesla Optimus in the race to commercialize advanced robots. (BBG)
💰Venture Capital
⭐ Editor’s Pick: Jeff Bezos’ Project Prometheus is raising tens of billions of dollars to acquire AI-affected companies. (FT)
Flux, backed by 8VC, has raised $37 million to build a browser-based platform that simplifies and modernizes electronics design. (FM)
Construction tech company Sensera Systems raised $27 million in a Series B to expand its AI-powered jobsite intelligence platform. (DBJ)
Trace raised $3 million, led by Y Combinator, to build tools that help companies adopt and manage AI agents more easily. (TC)
FREEDOM
Freedom Roundup
🏛️ Policy & Culture
⭐ Editor’s Pick: Thirteen state AGs reached a settlement with Vanguard, ending its ESG efforts, imposing $30 million in fines, and requiring document disclosures over alleged energy price collusion. (TSC)
A British Columbia Human Rights Tribunal ordered a former school trustee to pay a $750,000 fine over comments opposing trans-inclusive education, claiming they violated discrimination laws. (AIG)
Arizona lawmakers advanced what could become the strongest state-level protection in the country against DEI mandates. (GWI)
A coalition of conservative state financial officers revealed that they stopped over $28 billion in taxpayer waste, fraud, and abuse in 2025. (FOX)
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.




