Pabrai Caps Reysas at 30%, Flags RIG Leverage; a16z Backs TypeSafe AI

Hone Launches Outcome-Based AI Engines With $60M Seed Round as Market Breadth and AI Capex Risks Mount

USV Raises Larger Fund as AI Agents, Consumer Credit, and Macro Signals Dominate the Week

S&P 500 Hits 28th Record Close as AI Cost Collapse and Wealth Divergence Dominate

AI Capex Surge, Record Corporate Optimism, and a Historic Storage Chip Windfall

S&P 500 Concentration Hits Record as AI Boom Masks Rising Credit Risk

AI Infrastructure Spending Set to Outpace Canal, Rail and Electrification Eras Combined

Underdog Launches Private On-Device AI as Claude Opus 5.5 Demos Flood In

Muddy Waters Challenges Nidec as US Jobs Data and AI Infrastructure Bets Diverge

AI Power Demand, Crypto's Agent-Driven Cycle, and a Historic Bond Drawdown

Claude Opus 5.5 Sparks a Wave of AI-Generated Music Videos and Animation

AMD to Acquire World Labs for $8.2B as AI Infrastructure and Market Breadth Diverge

Starlink V3 Reaches Orbit, Opus 5.5 Powers End-to-End Music Videos, and Nvidia's Market Cap Tops the Entire Russell 2000

OpenAI Agent Incidents Draw Scrutiny as Norway Hikes Rates and Mortgage Rates Hit 2025 High

Cognition Hits $1B ARR as Investors Debate Tokenization, Indexing, and Active Management

Nvidia and Apple Top 15% of S&P 500 as Consumer and Manufacturing Signals Diverge

Muddy Waters Flags Record Enforcement Gap as Rate and Inflation Pressures Build

Money Supply Growth Hits 4-Year High as Rate-Cut Bets Flip to Rate Hikes

AI Valuation Reflexivity, Record Housing Unaffordability, and the Tokenization Thesis