Welcome back!

Here’s your must-read news this morning:


  • Tips for bigger tax refund

  • Anthropic CEO apologizes

  • Ken Paxton’s patriotic pledge


I’ve got all the most important stories for you, so let’s dive in.

— Josh

MARKETS

iStock/Hammarby Studios

Want a Bigger Tax Refund? Do These 4 Moves Immediately

Markets Roundup

🏦 ECONOMY

  • Editor’s Pick: This Booming Part of the U.S. Economy Is Getting Hard to Ignore (BN)

  • The February jobs numbers are coming out Friday. Here’s what to expect. (CNBC)

  • WTI crude surged above $86 to its highest since April 2024, while Brent topped $89 amid the U.S.-Iran war. (CNBC)

  • Maersk suspends key Middle East shipping services and halts Persian Gulf shuttles amid escalating U.S.-Israel war with Iran. (ICIS)

  • UAE considers freezing billions in Iranian assets held in Gulf banks to punish Tehran for attacks. (WSJ)

  • The Trump administration is not planning to use the Treasury Department to trade oil futures for now. (INV)

📈 HOT STOCK PICKS

  • Editor’s Pick: Insiders Are Buying These 3 Energy Stocks (ZCK)

  • Investor's Business Daily highlighted seven analyst-favored stocks with exceptional earnings growth potential. (IBD)

  • Insider Monkey ranked 15 high-yield dividend stocks as top picks for passive income (IM)

  • Seeking Alpha recommended five dividend stocks to combine growth, income, and defense in 2026. (SA)

🏢 INDUSTRY

  • Editor’s Pick: You Could Be Banned From United Airlines Forever Thanks to This New Policy (UT)

  • An inside look at New York City’s most secretive condo project. (WSJ)

  • Cluely CEO Roy Lee admitted the $7 million ARR he claimed last summer was a lie. (TC)

  • Cracker Barrel’s sales and foot traffic continue to slump months after failed rebrand. (FBN)

🛢️ ENERGY & COMMODITIES

  • Editor’s Pick: How Trump Is Reshaping Global Energy Order To America's Advantage (RCM)

  • China is pressuring Iran to ensure safe oil flow through the Strait of Hormuz. (FP)

  • U.S. granted India a temporary 30-day waiver to import Russian oil. (BBG)

  • Venezuela's government and Shell signed an oil and gas exploration agreement. (RTS)

🌕 CRYPTO

  • Editor’s Pick: FBI Arrests Son of Gov’t Contractor on Ritzy Island for Allegedly Stealing $46 Million in Crypto From U.S. Marshals (CD)

  • The SEC dismissed charges it brought against Justin Sun and his Tron and BitTorrent foundations. (TB)

  • Kazakhstan's central bank plans to invest up to $350 million from gold and foreign-exchange reserves in crypto-related assets. (RTS)

  • Macroeconomist Lyn Alden explained why she believes Bitcoin will outperform gold over the next two to three years. (CT)

TECH

AP Photo/Abbie Parr

That Was Fast! Anthropic CEO Is So Sorry for Leaked Memo Attacking Trump

Tech Roundup

🧠 AI

  • Editor’s Pick: World’s First AI War? How Algorithms Are Revolutionizing the Fight Against Iran (YNET)

  • The U.S. drafted sweeping export rules requiring government approval for virtually all global sales of advanced AI chips. (BBG)

  • ByteDance's Seedance 2.0 AI video model is crippled by compute shortages in China, leaving users facing multi-hour waits for a single video generation. (WIR)

  • Amazon launched an AI-powered platform to automate administrative tasks in healthcare, targeting paperwork, billing, and scheduling. (AA)

  • Cursor rolled out Automations, a new agentic coding system that auto-launches AI agents triggered by code changes, Slack messages, timers, or incidents. (TC)

🤖 ROBOTS

  • Editor’s Pick: Hospital Achieves Historic First With Incredible Robot-Led Transplant (NW)

  • Scientists taught robots to swim through mazes using Einstein's relativity. (LS)

  • Engineers developed eye-inspired artificial skin that lets robots detect an object before they touch it. (EA)

  • Researchers developed "mice" robots to autonomously inspects the Large Hadron Collider's ultra-cold pipes to detect defects. (BBC)

💰 VENTURE CAPITAL & DEALS

  • Editor’s Pick: Founders Fund Leads $80 Million Bet on Manufacturing Unicorn (BBG)

  • Netflix acquired Ben Affleck's AI filmmaking startup InterPositive. (DL)

  • Together AI is in talks to raise roughly $1 billion at a $7.5 billion pre-money valuation. (TI)

  • Validio raised a $30 million Series A for its agentic data-quality platform that autonomously detects and resolves issues. (AX)

FREEDOM

Forbes Breaking News/YouTube

Paxton Makes Patriotic Pledge to Leave Texas Senate Race—Under This One Condition

Freedom Roundup

🏛️ POLICY & CULTURE

  • Editor’s Pick: New Details Emerge Behind Trump Replacing Noem With Mullin as DHS Secretary (FOX)

  • Trump further distanced himself from Tucker Carlson, declaring "he's not MAGA." (MED)

  • House Committee passed child “safety” bills that push national age verification surveillance. (RTN)

  • Florida Senate voted to ban local governments from spending on DEI programs. (FP)

That's a wrap! You're officially caught up on all things tech, markets and freedom.

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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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