
Welcome back!
Here’s your must-read news this morning:
Restaurant’s patriotic defense of America goes viral
Meet Palantir’s most important hidden figure
JPMorgan admits debanking Trump
I’ve got all the details for you, so let’s dive in.
— Josh
MARKETS
Market Roundup
🏦 Economy
⭐ Editor’s Pick: Five things to watch in markets in the week ahead. (INV)
Trump announced that he is immediately hiking global tariffs to 15% from 10%. (CNBC)
The EU is poised to freeze ratification of its 2025 U.S. trade deal. (BBG)
Bessent deferred to lower courts on potential refunds of over $130 billion in Trump’s struck-down tariffs. (NYP)
📈 Hot Stock Picks
⭐ Editor’s Pick: Morningstar listed the 12 best tech stocks to buy now. (MS)
MarketBeat spotlighted nanotechnology as the unsung enabler of AI's semiconductor surge, recommending four key stocks. (MB)
Insider Monkey highlighted 15 undervalued momentum stocks that are taking off. (IM)
Motley Fool listed three growth stocks down 30% ripe for scooping up. (MF)
🏢 Industry
⭐ Editor’s Pick: Americans are trapped in Puerto Vallarta amid violence following the killing of cartel leader "El Mencho," with people pleading "pray for us" as flights are canceled. (NYP)
The Justice Department officially launched an antitrust probe into Netflix's proposed acquisition of Warner Bros. Discovery. (DL)
Bureau of Labor Statistics report detailed the deadliest jobs in America. (FBN)
🛢️ Energy & Commodities
🌕 Crypto
⭐ Editor’s Pick: An AI trading bot is exploiting glitches in prediction markets to score risk-free micro-arbitrage profits. (CD)
An OpenAI developer's AI agent erroneously transferred its full memecoin holdings to an X user. (TB)
Spot Bitcoin ETFs recorded their fifth straight week of net outflows, the longest streak since March 2025. (INV)
Goldman Sachs, Franklin Templeton, and Nicki Minaj: Inside the Trump’s family Mar-a-Lago crypto summit. (CD)
TECH
Tech Roundup
🧠 AI
⭐ Editor’s Pick: Sam Altman said discussions about AI's energy usage are “unfair”, as it takes “20 years of life and all of the food you eat during that time” to train a human. (TC)
OpenAI's $500 billion Stargate AI data-center venture with Oracle and SoftBank has stalled over leadership disputes with no staff hired or construction underway. (TI)
Samsung plans to add Perplexity to Galaxy AI on the upcoming S26 series. (ENG)
Anthropic unveiled Claude Code Security, a new tool that scans codebases for complex vulnerabilities. (SA)
Generative AI models analyzed complex medical datasets to predict preterm birth risks faster than human teams, surpassing months of expert work in minutes. (SD)
The White House launched a "Tech Corps" initiative under the Peace Corps to deploy AI-skilled volunteers abroad. (CNBC)
🤖 Robots & Drones
⭐ Editor’s Pick: A software engineer accidentally gained control of nearly 7,000 robot vacuums worldwide. (PS)
Honor, the Huawei-spun-off Chinese smartphone maker, is pivoting toward robotics by unveiling a humanoid service robot focused on domestic tasks this week. (BBG)
Blackwater founder Erik Prince has been named non-executive chairman of Ukrainian AI-drone startup Swarmer. (UM)
💰 Venture Capital
⭐ Editor’s Pick: AI defense startup Code Metal raised $125 million in Series B funding led by Salesforce Ventures, valuing it at $1.25 billion. (WIR)
Finance automation startup Stacks raised $23 million in Series A funding led by Lightspeed Venture Partners. (SA)
EatClub, the Marco Pierre White-backed app offering deals to fill restaurant off-peak slots, raised $27 million in Series B funding led by Marbruck. (STD)
Social music-remixing startup Hook raised $10 million in Series A funding led by Khosla Ventures. (MA)
FREEDOM
Freedom Roundup
🏛️ Policy & Culture
⭐ Editor’s Pick: Trump congratulated the U.S. men's hockey team by FaceTime after their 2-1 OT gold-medal win over Canada and inviting them to Tuesday's State of the Union as honored guests. (X)
California Gov. Gavin Newsom endorsed state legislation to restrict social media access for teens under 16. (POL)
A high school Spanish teacher was placed on paid administrative leave after agreeing to advise a Turning Point USA chapter. (BN)
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.




