
Welcome back!
Here’s your must-read news this morning:
Jobs blowout silences skeptics
Viral Brad Pitt-Tom Cruise AI fight video
Far-left groups linked to Chinese influence operations
I’ve got all the details for you, so let’s dive in.
— Josh
MARKETS
Market Roundup
🏦 Economy
⭐ Editor’s Pick: Slowing U.S. population growth could reduce GDP by $100 billion in 2026, an analysis found. (CBS)
The U.S. budget deficit shrank 17% in the first four months of fiscal year 2026. (BBG)
The House passed a resolution to terminate Trump's national emergency declaration used to impose tariffs on Canada. (INV)
Lutnick described how the Trump administration overcame what he called "bulls**t" science to drive economic growth. (BN)
📈 Hot Stock Picks
⭐ Editor’s Pick: Morningstar highlighted its 25 five‑star stocks as significantly undervalued for this week. (MS)
Zacks named its 5 top growth stocks to buy today for February. (ZCK)
MarketBeat spotlighted 10 space‑related stocks with potential to multiply many times over by 2030. (MB)
Insider Monkey listed the 13 best Roth IRA stocks to buy now, focusing on companies with strong long-term growth and dividends. (IM)
🏢 Industry
⭐ Editor’s Pick: Y Combinator’s Garry Tan launched “Garry's List”, a nonprofit news site and advocacy group dedicated to supporting centrist, pro-growth policies in California. (X)
Meet the high-profile Emirati business leader linking to the Epstein “torture” email. (CNBC)
Kraft Heinz scrapped plans on its planned corporate separation. (FD)
Experts warn that as GLP‑1 weight‑loss drugs suppress appetite, some users have developed cases of scurvy. (NN)
Barron Trump is listed as a director of a new yerba mate beverage startup planning a spring launch. (FBN)
🛢️ Energy & Commodities
⭐ Editor’s Pick: Japan restarted its first nuclear reactor since the 2011 Fukushima disaster. (OP)
Trump directed the Energy Department to provide funds to coal‑fired plants to maintain operations. (RTS)
Anthropic said it will cover the costs of electricity price increases from its data centers. (ANT)
Energy Secretary Chris Wright vowed a “dramatic increase” in Venezuelan oil output. (FRA)
🌕 Crypto
⭐ Editor’s Pick: Coinbase rolled out wallets for AI agents. (TB)
BlackRock is launching a tokenized Treasury fund on Uniswap, enabling institutional onchain trading for the first time. (CT)
Mike Novogratz said Bitcoin’s slump signals the end of crypto’s speculative trading era. (CNBC)
Tether is aiming to become a top 10 Treasury-bill buyer this year. (CR)
TECH
Tech Roundup
🧠 AI
⭐ Editor’s Pick: Apple's planned iOS 26.4 Siri upgrade with advanced AI features could face more delays due to snags in internal testing. (BBG)
OpenAI fired VP of product policy Ryan Beiermeister in early January 2026 for alleged sexual discrimination, shortly after she opposed the "adult mode" for AI erotica in ChatGPT. (WSJ)
Musk announced a reorganization at xAI to boost execution speed following recent co-founder departures. (CNBC)
China's Zhipu AI launched GLM-5, claiming top-tier performance in coding and surpassing Google's Gemini 3 Pro on some benchmarks. (SCMP)
Researchers developed an AI diagnostic tool that detects masked hypertension. (EA)
🤖 Robots
⭐ Editor’s Pick: NYT profiled 85-year-old Jan Worrell, isolated on Washington's remote coast after losing her husband, on how an AI companion robot helps combat her isolation. (NYT)
Chinese robotics firm Geek+ unveiled Gino 1, claimed as the world's first humanoid robot specifically designed for warehouse operations. (IE)
Mexican authorities will deploy robot dogs to assist police in enhancing security during the 2026 FIFA World Cup. (BAR)
💰Venture Capital
⭐ Editor’s Pick: The Biological Computing Co. raised $25 million in seed funding, led by Primary Ventures, to build a platform combining lab-grown neurons with silicon hardware for more efficient AI. (SA)
Robot startup Apptronik raised $520 million in a Series A extension at a $5 billion valuation, backed by investors including Google. (CNBC)
Inertia Enterprises raised $450 million in a Series A led by Bessemer Venture Partners to build one of the world's most powerful lasers. (TC)
Smart Bricks, which builds agentic AI infrastructure for real estate investing, raised $5 million in a pre-seed round led by Andreessen Horowitz. (WAD)
FREEDOM
Freedom Roundup
🏛️ Policy & Culture
⭐ Editor’s Pick: Brazil charged a veterinary student with "transphobia" for her X posts stating that transgender women are born male and retain birth DNA. (RTN)
Florida lawmakers advanced bills to prohibit local governments from funding or promoting DEI initiatives. (FLP)
Jill Zarin, former Real Housewives of New York City star, was fired from E!'s upcoming The Golden Life reunion series, after criticizing Bad Bunny's Super Bowl halftime show as "the worst ever." (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.




