
Welcome back!
Here’s your must-read news this morning:
Trump admin moves to calm oil markets
Palantir CEO’s savage AI warning
Jasmine Crockett’s absurd speech
I’ve got all the most important stories for you, so let’s dive in.
— Josh
MARKETS
Trump Admin Teases Major Moves to Thwart Iran's Plan to Shock Oil Markets
Markets Roundup

🏦 ECONOMY
⭐ Editor’s Pick: Why Goldman Sachs CEO Is "Surprised" About Market Reaction to U.S.-Iran War (CNBC)
Trump threatened to cut off all U.S. trade with Spain after it refused to allow American use of military bases for Iran-related strikes. (FBN)
Bessent said a new temporary 15% global U.S. tariff is expected to take effect sometime this week. (RTS)
The European Central Bank said that AI is currently creating rather than destroying jobs in the euro zone. (INV)

📈 HOT STOCK PICKS
⭐ Editor’s Pick: CIO Managing $13 Billion Reveals Top Stock Picks Amid U.S.-Iran War (BI)
Goldman Sachs flagged two new high-conviction stock picks. (BI)
Motley Fool highlighted three stocks as top once-in-a-decade consumer goods picks for long-term investors. (MF)
Insider Monkey listed 15 AI stocks with explosive growth potential. (IM)

🏢 INDUSTRY
⭐ Editor’s Pick: Starbucks to Open New Corporate Office in Red State (WSJ)
The ultrawealthy are fueling a "gold rush" for scarce exclusive waterfront properties on South Florida's gated islands and shorelines. (NYT)
Lutnick voluntarily agreed to testify before the House Oversight Committee about Epstein. (CNBC)
Xiaomi co-founder Lin Bin agreed to buy a 1% stake in the Miami Dolphins at a record $12.5 billion valuation. (BBG)
The Justice Department’s antitrust trial against Live Nation/Ticketmaster began, with prosecutors seeking a breakup over its alleged monopoly in live music. (NYP)
X announced that paid creators must label AI-generated videos depicting armed conflicts with a "Made with AI" disclosure, or face a suspension. (ENG)

🛢️ ENERGY & COMMODITIES
⭐ Editor’s Pick: JPMorgan Warns of Catastrophic Oil Supply Loss from Iran War (OP)
Trump announced the U.S. Navy may escort oil tankers through the Strait of Hormuz and provide insurance guarantees. (USNI)
LNG prices on the Asia spot market surged to $35.40 per mmBtu, the highest in three years. (YF)
Crude and fuel futures/options trading hit a record 12.7 million contracts, with ICE Low Sulphur Gasoil reaching an all-time high of 1.3 million. (OP)

🌕 CRYPTO
⭐ Editor’s Pick: Trump Blasts Banks for Undermining Genius Act (TB)
JPMorgan CEO Jamie Dimon said stablecoin yields should face bank-style rules, calls for "level playing field." (CNBC)
Kraken Financial, Kraken's Wyoming-chartered banking unit, became the first crypto firm to secure a Federal Reserve master account. (WSJ)
Indiana Gov. Mike Braun (R) signed a bill allowing certain retirement and savings plans to include crypto investments. (CT)
Visa and Stripe-owned Bridge's stablecoin-linked Visa cards will expand to over 100 countries. (CD)
TECH
“You’re Retarded!”: Palantir CEO Issues His Most Savage AI Prediction Yet
Market Roundup

🧠 AI
⭐ Editor’s Pick: Could These New Tiny Robots Cure Cancer? (PHM)
OpenAI released GPT-5.3 Instant, an update to ChatGPT's most-used model that delivers more natural conversations with fewer hallucinations. (TC)
Anthropic's annual revenue run rate recently surpassed $19 billion, up from $9 billion at the end of 2025. (BBG)
Google announced Gemini 3.1 Flash-Lite, its fastest and cheapest Gemini 3 model yet, optimized for tasks like translation, content moderation and UI generation. (GOG)
News Corp signed an AI content licensing deal with Meta worth up to $50 million annually, granting access to publications for training AI models. (WSJ)

🤖 ROBOTS
⭐ Editor’s Pick: New Robot Smartphone Dances to Music and Talks to You (TEL)
Researchers created the world's smallest fully autonomous micro-robots, unlocking future healthcare advances like targeted cancer therapy. (PHM)
Elon Musk said Tesla is pushing for AGI breakthrough in robots that act like humans, even rearranging atoms. (STW)
Hyundai unveiled its AI-powered unmanned firefighting robot, capable of withstanding 1,472°F. (IE)

💰 VENTURE CAPITAL
⭐ Editor’s Pick: Anduril Set to Double its Valuation with New Funding Round (RTS)
Eight Sleep, the AI-powered smart sleep tech company, raised $50 million in a strategic round led by Tether Investments at a $1.5 billion valuation. (TC)
Ayar Labs raised $500 million in Series E funding at a $3.75 billion valuation, led by Neuberger Berman. (SA)
Oxa, the self-driving software startup, raised $103 million in Series D funding, with Nvidia's NVentures among the investors. (SIF)
FREEDOM
Jasmine Crockett's Absurd Speech to Supporters After Losing Texas Senate Primary
Freedom Roundup

🏛️ POLICY & CULTURE
⭐ Editor’s Pick: Video: University Staffer Allegedly Threatens to "Kill" Conservative Activist (CF)
FTC Chair Andrew Ferguson warned U.S. tech firms that complying with the EU's content moderation rules could violate American consumer protection laws. (RCM)
Replit CEO Amjad Masad sued Rep. Randy Fine (R-FL) for blocking him on X (RTN)
Rep. Jim Jordan (R-OH) demanded answers from Britain regarding its iCloud encryption backdoor order. (YF)
That's a wrap! You're officially caught up on all things tech, markets and freedom.
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