
Welcome back!
Here’s your must-read news this morning:
Top 2026 contrarian funds
Kung Fu robots
AOC frustrated after overseas trip
I’ve got all the details for you, so let’s dive in.
— Josh
MARKETS
Market Roundup
🏦 Economy & Industry
⭐ Editor’s Pick: Warner Bros. Discovery reopened sale talks with Paramount after the rival studio sweetened its takeover bid. (BBG)
Hyatt Hotels executive chairman Thomas Pritzker is retiring over his past association with Jeffrey Epstein. (CNBC)
Emails reveal Jeffrey Epstein used Davos to arrange elite meetings as a “Davos concierge,” sparking an investigation into the forum’s CEO. (BBG)
The White House promised Americans the “largest rebate in U.S. history.” (FBN)
Ed Yardeni listed 10 reasons to remain optimistic about the U.S. economy. (INV)
An op‑ed calls Trump’s economy “honestly extraordinary” while other Western countries, like Australia, face economic struggles. (ANW)
📈 Hot Stock Picks
⭐ Editor’s Pick: Insider Monkey listed the 12 best stocks priced under $50 to invest in based on analyst outlook. (IM)
Zacks said global shipping industry is thriving and highlighted three stocks to bet on now. (ZIR)
Peapack Private Wealth Management senior investment strategist David Dietze highlighted three dividend stock picks favored as solid income plays. (BBG)
🛢️ Energy & Commodities
⭐ Editor’s Pick: A new report slams California for importing over 40% of its gasoline via the Bahamas. (BN)
India’s Adani Group plans to invest $100 billion to build AI data centers across the country. (CNBC)
A precious metals expert explained how the drivers behind gold and silver's rally extend well beyond headline explanations. (AZO)
The U.S. is gearing up for a new space race involving lunar nuclear power, with plans to develop and deploy a nuclear reactor on the Moon. (PWR)
🌕 Crypto
⭐ Editor’s Pick: Anthony Scaramucci’s son purchased Logan Paul’s previously tokenized Pokémon card for a record $16 million. (TB)
The crypto industry has amassed a massive war chest of at least $190 million to back pro-crypto candidates in the 2026 midterm elections. (TH)
Bitwise CIO Matt Hougan outlined his optimistic case for crypto in 2026. (X)
Kraken will sponsor “Trump Accounts” for every child born in Wyoming. (CT)
TECH
Tech Roundup
🧠 AI
⭐ Editor’s Pick: Doctor explained that using AI for health is acceptable and provides a guide for leveraging it to achieve better outcomes. (NYT)
Micron committed $200 billion to expand memory‑chip manufacturing and tackle the AI‑driven supply bottleneck. (WSJ)
Ireland launched a "large-scale" probe into Elon Musk’s Grok over its AI-generated sexual images. (EN)
Manus launched personal AI agents in Telegram that can handle tasks such as booking hotels, building websites, and ordering food. (SA)
The Pentagon is “close” to designating Anthropic a “supply chain risk,” which would force all contractors to cut ties with the AI company. (AX)
🤖 Robots
⭐ Editor’s Pick: A chemist is using AI and robots to automate lab experiments, speeding up discovery by letting machines design, run and analyze chemical reactions. (SA)
An AI firefighting robot swarm self-organizes, tackles multiple fires with 99.67% success. (IE)
Robots are being developed to explore lava tubes on the Moon as key sites for future lunar settlements and human habitats. (BGR)
💰Venture Capital
⭐ Editor’s Pick: Josh Kushner’s venture firm Thrive Capital has raised $10 billion in new funding. (BBG)
Andreessen Horowitz led a $300 million equity investment in Mexican used‑car unicorn Kavak. (BBG)
Top venture capital firms, including Accel and Khosla, are committing up to $500 million each to India startup ecosystem at the country’s AI summit. (ET)
AI defense startup Breaker raised about $6 million in seed funding, led by Bessemer, to build voice‑controlled AI agents for military drones. (WSJ)
FREEDOM

(Munich Security Conference)
Freedom Roundup
🏛️ Policy & Culture
⭐ Editor’s Pick: Goldman Sachs plans to remove DEI criteria from the factors its board uses to assess and select potential directors. (WSJ)
Woke Portland pizza place forced customers to listen to anti-ICE lecture before they can order. (DM)
Wyoming lawmakers advanced a bill to shield residents and businesses from foreign governments that try to censor speech protected under U.S. laws. (CBR)
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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.



