Welcome back!

Here’s your must-read news this morning:

  • ā€œLargest act of deregulationā€ in U.S. history

  • Another AI ā€œSputnik Momentā€ in China?

  • Report reveals woke lawfare tactics

I’ve got all the details for you, so let’s dive in.

— Josh

MARKETS

(Credit: White House)

Market Roundup

šŸ¦ Economy

  • ⭐ Editor’s Pick: Trump signed a trade deal with Taiwan, with Taiwan slashing 99% of its tariffs on U.S. goods and pledging $250 billion in investments in U.S. (BBG)

  • U.S. existing‑home sales plunged 8.4% in January 2026, the biggest monthly drop in nearly four years. (WSJ)

  • A viral claim that the U.S. job market is collapsing outside health care was based on incorrect basic data math. (BN)

  • Energy Secretary Chris Wright said oil exports from Venezuela under U.S. control are expected to generate $5 billion more in the coming months. (NBC)

šŸ“ˆ Hot Stock Picks

  • ⭐ Editor’s Pick: Morningstar released its list for the best active ETFs to buy in 2026. (MS)

  • Scotia Wealth Management's top stock picks include global mining giant BHP Group, energy tech play GE Vernova and more. (BBG)

  • Zacks published its list of the best dividend stocks to buy now for February. (ZIR)

  • InsiderMonkey listed its 10 top real estate stocks for beginners. (IM)

šŸ¢ Industry

  • ⭐ Editor’s Pick: Goldman Sachs’ Chief Legal Officer Kathy Ruemmler will step down on June 30 after her ties to Jeffrey Epstein were revealed. (WSJ)

  • Disney’s 2025 live‑action Snow White remake lost about $170 million at the box office. (ITM)

  • Three NBA franchises are now worth at least $10 billion. (CNBC)

  • The USDA announced an enormous recall of ground beef over E. coli risk. (FBN)

šŸ›¢ļø Energy & Commodities

  • ⭐ Editor’s Pick: Governments are increasingly stockpiling commodities beyond gold as part of risk‑management, fueling greater price volatility. (BI)

  • California lawmakers warn that planned closures of major refineries are contributing to rising gas prices, with one senator saying the state is ā€œtruly at a breaking point.ā€ (FBN)

  • Utah is positioning itself as a leader in a U.S. ā€œnuclear renaissance.ā€ (DES)

šŸŒ• Crypto

  • ⭐ Editor’s Pick: Coinbase reported a $667 million Q4 net loss. (CD)

  • An Israeli civilian and an IDF reservist were indicted for allegedly using classified military information to place bets on Polymarket. (JPOST)

  • Trump-backed World Liberty Financial will launch ā€œWorld Swap,ā€ a foreign exchange and remittance platform using its USD1 stablecoin. (RTS)

  • CFTC Chair Selig appoints crypto heavyweights to the new Innovation Advisory Committee. (TB)

TECH

(Credit: TRENDS Research & Advisory)

Tech Roundup

🧠 AI

  • ⭐ Editor’s Pick:Ā Microsoft’s AI chief Mustafa Suleyman said AI could automate most white‑collar jobs within the next 12‑18 months. (BI)

  • OpenAI warned U.S. lawmakers that DeepSeek is using sophisticated distillation techniques to extract outputs from U.S. models and train its own AI. (BBG)

  • OpenAI's GPT-5.3-Codex-Spark research preview delivers 15x faster real-time coding. (ZDN)

  • Spotify said AI tools have sped up coding so much that some of its top developers ā€œhave not written a single line of code since December.ā€ (TC)

  • Baidu is integrating the OpenClaw AI assistant directly into its flagship search app. (CNBC)

  • An AI model could improve early detection of deadly pregnancy complication, new research suggests. (RB)

šŸ¤–Ā Robots

  • ⭐ Editor’s Pick:Ā Carbon Robotics’ new AI model lets farm robots identify weeds, then kill them with lasers. (SG)

  • Winter Olympics viewers are buzzing about the $150,000 flying robots being used to capture close‑up footage of athletes. (WSJ)

  • Robotic dispensing systems are transforming pharmacies by handling medication selection and stock management. (LP)

  • New details emerged on how robots will assist Major League Baseball umpires with the new Automated Ball/Strike system in 2026. (AP)

šŸ’°Venture Capital

  • ⭐ Editor’s Pick: Anthropic raised $30 billion in a Series G round, led by GIC and Coatue, at a $380 billion post-money valuation. (ANT)

  • AI startup Simile has raised $100 million in funding led by Index Ventures to build AI models that help companies predict human behavior. (BBG)

  • Ever, claiming to be the first ā€œAI‑native, full‑stackā€ retail marketplace for electric vehicles, raised $31 million in a Series A round led by Eclipse. (TC)

  • Agentic AI layer startup Didero raised $30 million in a Series A round co‑led by Chemistry and Headline. (TC)

FREEDOM

(Credit: Derks24)

Freedom Roundup

šŸ›ļø Policy & Culture

  • ⭐ Editor’s Pick: Leftists who mocked Charlie Kirk’s assassination are ironically filing free‑speech lawsuits claiming wrongful termination after being fired over their posts. (BN)

  • Elon Musk accused Anthropic’s AI models of being ā€œmisanthropic and evil,ā€ saying that they ā€œhate Whites & Asians, especially Chinese, heterosexuals and men.ā€ (FBN)

  • Russia intensified its crackdown on free speech by fully blocking WhatsApp in the country. (RTS)

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.

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