The Brutalist Report

CNBC

• Trump admin allows Anthropic to release Mythos AI model to some companies, government agencies: Reports [15d]
• China's Zhipu is closing in on top U.S. AI models with Anthropic and OpenAI held back [15d]
• U.S. strikes Iran after Trump accuses Tehran of ceasefire violation in Strait of Hormuz [15d]
• Oracle stock has worst week since 2001 dot-com bust as AI financing concerns escalate [15d]
• Walmart heir Lukas Walton buys minority stake in the Chicago Bulls and United Center [16d]
• Healthcare stocks have caught fire, sending all 3 of our names to record highs [16d]
• Rubio says Israel, Lebanon reach framework agreement aimed at 'lasting peace and security' [16d]
• Gavin Newsom calls for national billionaires tax: 'It's time for an economic reset' [16d]
• Meta's flurry of AI initiatives this month hasn't helped lift the stock. What will? [16d]
• OpenAI limits new AI models to 'trusted partners' at request of U.S. government [16d]
• Trump threatens 100% tariff on countries putting 'Digital Services Tax on American Companies' [16d]
• Honeywell Aerospace lands an analyst endorsement ahead of its debut. This is our plan for the stock [16d]
• Trump says Iran violated ceasefire agreement by striking cargo ship, drone attacks [16d]
• We're adding to our position in a newly public stock that's still finding its footing [16d]
• Minneapolis Fed President Neel Kashkari says he expects a rate hike this year [16d]
• ON Semi tanks 20% following Synaptics deal as CEO defends core business [16d]
• OpenAI hasn't held pre-IPO investor meetings or set timeline yet, sources say [16d]
• OpenAI is reportedly delaying its IPO. Here's when Kalshi traders think it will announce [16d]
• Ex-Trump advisor John Bolton pleads guilty to retaining national defense information [16d]
• Jeremy Grantham says this is 'the most expensive market in 'American history' [16d]
• Billionaire investor Jeremy Grantham says bitcoin will 'dwindle away with a whimper' [16d]
• Why breakthrough GLP-1 weight loss pills may be a bad thing for employer insurance coverage [16d]
• Trump eases pressure on Fed Chairman Kevin Warsh as inflation tops 4% [16d]
• Warsh reaches within the Fed for latest advisory appointments [16d]
• The Club's top 10 things to watch in the stock market Friday [16d]
• Ex-Apollo CEO Leon Black says Jeffrey Epstein duped him out of more than $60 million [16d]
• The brands winning with World Cup advertising may not be the sponsors [16d]
• Imposter scams led fraud reports to the FTC for fifth straight year in 2025, causing $3.5 billion in losses [16d]
• OpenAI and Anthropic face new AI reality as companies shift from tokenmaxxing to efficiency [16d]
• One factor that may be partly behind the S&P 500's curious action this week [16d]
• Polymarket annualized revenue surpasses $1 billion six weeks after its U.S. exchange launch [16d]
• Rise in memory chip costs puts pressure on retailers of laptops and smartphones [16d]