Category: Newsletter

Morning Intelligence • July 18, 2026: SpaceX in talks to supply AI computing to the U.S. Defense Department, impacting national security dynamics. Plus,…

MIT study reveals massive consumer surplus from market innovation, challenging historical consumption metrics. Iran conflict impacts Middle East markets,…

Eoptolink files for a $5B Hong Kong IPO amid AI’s capital demands. Howden Group raises funds pre-IPO, and Truth Social launches a premium trader feed.

Elon Musk acquires APR Energy for AI power; Oracle’s AI cloud investments strain finances. OpenAI’s GPT-Red excels in vulnerability tests. Global diesel…

Morning Intelligence • July 16, 2026: China boosts robotics with embodied AI to counter demographic challenges. US imposes tariffs on Brazilian imports….

Stripe and Advent propose a $53B acquisition of PayPal, reshaping digital payments. SpaceX bond yields rise, and ASML boosts forecasts amid AI demand.

Morning Intelligence Digest: China’s GDP growth slows to 4.3% in Q2 2026, reflecting a weak domestic economy; Neko Health raises $700mn for US expansion;…

Evening Analysis • July 14, 2026: NY Governor Hochul halts permits for large data centers, affecting AI economy (The Washington Post). USMCA faces annual…

DeepSeek secures $7.4B, reaching a $50B valuation, as founder Liang Wenfeng invests $3B to maintain control. South Korea relaxes FX rules to boost AI projects.

Evening Analysis • July 13, 2026: AAU cuts Ph.D. admissions by 15% amid funding concerns under Trump, risking expert generation loss as AI automates…