
Welcome back!
Here’s your must-read news this morning:
I’ve got all the details for you, so let’s dive in.
— Josh
MARKETS
Market Roundup
🏦 Economy
⭐ Editor’s Pick: Taiwan will invest $250 billion in U.S. chipmaking under a new trade deal. (CNBC)
White House confirmed the establishment of a working group with Denmark to conduct technical discussions on the U.S.’s potential acquisition of Greenland. (SKY)
U.S. initial jobless claims fell to 198,000 in the week ended January 10, well below economists' forecast. (YF)
These jobs will be in highest demand in 2026. (FBN)
📈 Hot Stock Picks
⭐ Editor’s Pick: MarketBeat highlighted ServiceNow as an under-the-radar AI stock poised for 50% upside. (MB)
Barron’s recommends buying CACI International stock, highlighting its strong position in the booming $150 billion electronic warfare market. (BAR)
Morningstar named Mondelez International stock its top pick among food manufacturers. (MS)
The Motley Fool highlighted AbbVie, Micron Technology and Adobe as "absurdly cheap" growth stocks to buy. (MF)
🏢 Industry
⭐ Editor’s Pick: Paramount's pursuit of Warner Bros. could become "the most explosive proxy battle in the history of the entertainment business." (THR)
Verizon offers $20 credit to customers affected by network outage. (NBC)
Goldman Sachs predicts a blockbuster 2026 for M&A mega-deals. (NYP)
McDonald’s CEO reveals 3 food trends that could shape 2026. (FBN)
🛢️ Energy & Commodities
⭐ Editor’s Pick: China and Canada unveiled landmark energy cooperation agreements. (OP)
Trump to push plan for tech companies to fund new power plants to lower electricity prices. (WSJ)
U.S. getting 30% higher price for Venezuelan oil than Venezuela did weeks ago. (CNBC)
U.S. forces seized a sixth oil tanker linked to Venezuela in the Caribbean Sea. (AP)
Ford is in discussions with BYD to purchase batteries for some of its hybrid-vehicle models. (WSJ)
Merz admitted that Germany’s shutdown of nuclear plants was a "huge mistake." (BRU)
🌕 Crypto
⭐ Editor’s Pick: Sen. Cynthia Lummis (R-WY) said the crypto market-structure bill remains "closer than ever" to fruition. (TB)
Kaito.ai shut down Yaps after X banned reward-for-posting apps. (CT)
Bank of America warned interest-bearing stablecoins could drain up to $6 trillion from U.S. bank deposits. (CC)
Ethereum could be poised to finally outrun Bitcoin in 2026, analysts say. (DEC)
TECH
Tech Roundup
🧠 AI
⭐ Editor’s Pick: Ashley St. Clair, mother of one of Elon Musk's children, sued xAI.
OpenAI plans to bring over more researchers from Thinking Machines Lab after poaching its two cofounders. (WIR)
Replit launched a feature allowing users to build iOS apps using natural language prompts. (MLQ)
Researchers developed autonomous AI agents that detect early signs of cognitive decline. (MED)
Andrea Vallone, who left OpenAI as the head of its safety research team, joined Anthropic's alignment team. (VER)
🤖 Robots
⭐ Editor’s Pick: Watch two humanoid robots hold an unscripted conversation for the first time. (IE)
Autonomous robots are quietly reshaping how cars are parked. (IE)
AI-powered tennis robots now deliver rally-sustaining returns and app-customized drills for realistic, interactive practice. (CNET)
OpenAI issued a request for proposals to U.S. hardware makers as it eyes expansion into robotics. (BBG)
🚀 Defense & Space
⭐ Editor’s Pick: U.S. military said it conducted the first kinetic drone swarm on American soil. (DS)
China's rapid space expansion is raising alarm in the U.S. over a new military battlefield in orbit. (IBT)
Inside NASA preparations for its first crewed Moon mission in over 50 years. (FRA)
The UK government is fast-tracking British-built defense robots and autonomous systems. (TT)
💰Venture Capital
⭐ Editor’s Pick: Brain-computer interface startup Merge Labs, co-founded by Sam Altman, raised a $252 million seed round from OpenAI, Bain Capital and others. (BBG)
AI video startup Higgsfield raised an $80 million Series A extension from Accel at a $1.3 billion valuation. (RTS)
Mytra, which is building autonomous robots for warehouses, raised a $120 million Series C led by Avenir Growth. (FM)
Equal1 raised $60 million, led by ISIF, to deploy its new quantum server for data centers. (IRT)
FREEDOM
Freedom Roundup
🏛️ Policy & Culture
⭐ Editor’s Pick: Trump blasted the EU for raking in more revenue from penalizing U.S. tech companies than from taxing European ones. (X)
Australia's hate speech bill in jeopardy as bishops unite with imams to oppose it. (SMH)
Reform UK politicians, led by Nigel Farage, should be barred from speaking on campus, say 35% of students. (TG)
The UK Labour Party's rebranding of Islamophobia will shatter free speech in Britain, warn critics. (DM)
The Justice Department launched an investigation into George Washington University’s admissions practices tied to DEI initiatives. (GWH)
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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.




