
Welcome back!
Here’s your must-read news this morning:
U.S.-Israel strike on Iran
Pentagon vs Anthropic
UK minister resigns over surveillance plot
I’ve got all the most important stories for you, so let’s dive in.
— Josh
MARKET
Trump Strikes Iran: The Under-the-Radar Geopolitical Curveball That Everyone’s Missing
Market Roundup

🏦 ECONOMY
⭐ Editor’s Pick: A prolonged closure of the Strait of Hormuz could drive oil prices into $100 per barrel, sparking a 1970s-style energy shock. (CNBC)
Inside Fed chair pick Kevin Warsh’s plan to rewrite the central bank's playbook. (INV)
China is likely to lower its 2026 economic growth target to a range of 4.5%–5.0%. (RTS)
Virginia’s Democrat-majority Senate voted to nearly triple lawmakers' salaries, despite Gov. Abigail Spanberger's (D) affordability promises. (BN)

📈 HOT STOCK PICKS
⭐ Editor’s Pick: Morningstar listed 5 undervalued stocks that crushed Q4 earnings. (MS)
Zacks highlighted 5 best oil stocks to buy now in March. (ZIR)
MarketBeat spotlighted 5 hot buys ready to spring higher in March. (MB)
Insider Monkey ranked the 12 best gold stocks to buy, according to analysts. (IM)

🏢 INDUSTRY
⭐ Editor’s Pick: How tampons in the men’s room helped derail the Netflix-Warner Bros. deal. (NYP)
Miami's real estate agents report phones ringing off the hook with billionaires rushing to buy nine-figure homes, fleeing California’s proposed wealth tax. (BI)
Elon Musk’s X achieved its highest-ever usage on Saturday amid the U.S.-Israel airstrikes on Iran. (FP)
Burger King made changes to Whopper for first time in nearly a decade. (CNN)

🛢️ ENERGY & COMMODITIES
⭐ Editor’s Pick: How China’s rare earth ban backfired into a U.S. tech breakthrough (OP)
Oil prices surged 13% after U.S.-Israel strikes on Iran, pushing Brent futures to open at $82/barrel. (INV)
Goldman Sachs warned European gas prices could surge 130% to $25/MMBtu if Strait of Hormuz shipping halts for a month. (BBG)
Spot gold rose 2.1% to $5,387.55/oz amid safe-haven demand after U.S.-Israel strikes on Iran. (RTS)

🌕 CRYPTO
⭐ Editor’s Pick: A Bitcoin bottom fractal signal from 2023, which preceded a 130% rally in 2024, has reappeared, hinting at a comparable rally. (CT)
Six new Polymarket wallets made roughly $1–$1.2 million betting “Yes” on U.S. strikes on Iran by Feb. 28, 2026—hours before the attacks. (TB)
Morgan Stanley filed for a bank charter to custody digital assets and offer staking. (BBG)
An unpublished draft of Changpeng Zhao's memoir, “Freedom of Money”, details secret negotiations in 2023 that led to his imprisonment. (NYT)
TECH
Meet the Hardcore Pentagon Official Behind Trump's Scorched Earth Campaign Against Anthropic
Market Roundup

🧠 AI
⭐ Editor’s Pick: xAI's Grok uniquely predicted February 28, 2026, as the date for a U.S. strike on Iran in a test against other models. (JPOST)
OpenAI reached a deal with the Department of War to deploy its AI models on classified cloud networks. (RTS)
China’s DeepSeek is set to launch its multimodal V4 AI model imminently. (CG)
Nvidia plans to unveil a new AI inference processor at its GTC conference next month. (WSJ)
A lithography breakthrough could make the "perfect” silicon chip and end Moore’s Law, according to an analysis. (WSJ)

🤖 ROBOTS
⭐ Editor’s Pick: Honor unveiled its first humanoid robot with a flashy dance routine to Imagine Dragons' "Believer," including a moonwalk and backflip. (CNET)
BMW is piloting humanoid robots at its Leipzig plant to integrate physical AI into assembly, battery, and component production. (AMO)
Inside of Carnegie Mellon University’s new robotics center, where machines jump, swim and fly. (PPG)

💰 VENTURE CAPITAL
⭐ Editor’s Pick: Crypto VC firm Paradigm is raising a $1.5 billion fund to invest in AI and robotics. (CT)
Guidde raised $50 million in Series B funding, led by PSG Equity, for its platform that accelerates AI adoption in organizations. (CTCH)
Angelic Intelligence raised $15 million in seed funding to scale its enterprise AI platform and prepare for Middle East expansion. (CS)
AI-powered sales platform Firmable raised $14 million in Series A funding led by Airtree. (SD)
FREEDOM
UK Minister Resigns Over Secret Plot to Silence Journalists Using Spy Agency
Freedom Roundup

🏛️ POLICY & CULTURE
⭐ Editor’s Pick: A behind-the-scenes profile of Telegram CEO Pavel Durov, who is facing a Russian criminal case for "aiding terrorism." (FT)
A report details how Google News showed stark bias against Trump in its coverage of his State of the Union address, highlighting left-leaning outlets with critical takes, while zero right-leaning sources appeared. (MRC)
Hegseth put Scouting America on notice, giving a 6-month ultimatum to drop DEI initiatives. (X)
A “nonbinary” bat biologist fired for hanging a transgender flag above Yosemite seeks revenge on Trump officials. (NYP)




