2026-02-05 19:44:06
The Dow weighs its members by stock price instead of market cap.
On a day when megacap technology stocks are dragging down the S&P and Nasdaq, the Dow is a bit more insulated.
https://www.barro…
The Dow weighs its members by stock price instead of market cap.
On a day when megacap technology stocks are dragging down the S&P and Nasdaq, the Dow is a bit more insulated.
https://www.barro…
A US judge sentences Rui-Siang Lin, who pled guilty to operating the $105M dark web narcotics marketplace Incognito Market, to 30 years in US federal prison (Sam Reynolds/CoinDesk)
https://www.coindesk.com/policy/2026/02/04
Top Articles of 2025: The Rental Housing Market Holds Strong
"The U.S. rental housing market remained strong and stable in 2025, with narrowing supply‑demand gaps, rising investment activity, and rent growth in line with pre‑pandemic levels."
2025 NFL QB Rankings: End-of-Season Edition https://www.foxsports.com/stories/nfl/qb-stock-market-ranking-all-32-starters-after-2025-regular-season
"US-Monopole und chinesische Staatswirtschaft sind keine Vorbilder für Europa. Ein Big-Market basierend auf Open Source, Vielfalt und Regulierung ist der dritte Weg. Europa kann zeigen, dass digitale Souveränität nicht Monopole oder Staatskontrolle braucht – sondern einen gut regulierten, offenen Markt. Politik, Unternehmen und Zivilgesellschaft müssen den Big-Market jetzt aktiv gestalten." @…
Transparent IT #Job #MarketReport 2025 by GermanTechJobs
https://static.germantec…
RE: https://social.ridetrans.it/@Andres4NY/114281827524911139
It's happening again. 60 calls today, with some assholes calling literally 10 times in the space of 2-3 minutes.
Like, Juan, my man, learn how to use a goddamned phone in 2026. …
Bitcoin Drops to Lowest Price Since Trump Was Elected as Crypto Faces Slump (David Yaffe-Bellany/New York Times)
https://www.nytimes.com/2026/02/05/technology/bitcoin-price-drop-crypto-market.html
http://www.memeorandum.com/260205/p127#a260205p127
Can you guess which country's EV charging strategy prioritises market-based price signals to guide charging and discharging?
#V2G
Taiwanese national sentenced to 30 years for running darknet Incognito Market https://therecord.media/incognito-market-sentenced-thirty
VCs fund companies who get on the latest hype train. Solving a real user problem is a secondary concern; "product market fit" is seen as something you do only after you build, a sales problem.
But when the product doesn't solve any real problems, showing "progress" to your board is impossible!
So managers invent metrics. Many people are going to come back to the office this week and set goals based on what activity is easiest to measure, rather than what i…
You won't want to miss today's insanely packed Metacurity for the latest news across the cybersecurity sectors, including
--Russian space vehicles are tapping comms from key European satellites, report,
--Incognito Market operator sentenced to 30 years,
--CISA silently tweaked CVEs used for ransomware attacks,
--Russian hackers reportedly disabled critical Ukraine military registration platforms,
--Hackers and trolls are targeting ICE spotting apps,
Sunrise Market Is a Rare Gem. And a Dying Breed via @… https://thetyee.ca/Culture/2026/01/02/Sunrise-Market-…
Today I accomplished my very first sell high and buy low in the stock market. A little bit of knowledge and a little bit of luck.
Substack hires former Google exec Mark Swierszcz as its head of partnerships in Canada, its third-largest market worldwide, as it expands beyond the US and UK (Etan Vlessing/The Hollywood Reporter)
https://www.hollywoodreporter.com/business
I don't know who needs to hear this but if you're in the market for a desktop camera with 1080p video, mic & Windows Hello facial recognition authentication, check this out.
(Also has an automatic shutter which physically blocks the lens when you're not using it. $55.)
https://www.amazon.com/dp/B0BJDVKJB9
AI and the railway mania
Michael Roberts.
"A widely cited study from MIT found that so far, 95 per cent of generative AI projects produce no return in productivity growth or profits. To justify the required investment, annual data-centre revenues would need to rise from $20bn today to about $2trn. Existing revenues will fall short by $800bn.."
This is at least the third or fourth set of /16 largely unused Yahoo! blocks getting transferred away, someone trying to cash in resources while they can?
https://social.bgp.tools/@transfers/statuses/01KBQRFDQ5NW6SHTNJ1C4APW0E
"One workload I now support would cost an estimated £6000 per month to run on one of the large cloud providers, which would allow me to purchase the actual hardware in use four times over every year. But “spinning up an instance” today using free credits means you can worry about that cost later, whereas ordering a box from Dell means waiting two to three business days by which time the hackathon is over."
🧼 Natural peptides from cyanobacteria offer eco-friendly solution to marine biofouling
https://phys.org/news/2026-01-natural-peptides-cyanobacteria-eco-friendly.html
QB Stock Market Week 14: Matthew Stafford Is Even More Valuable Than We Realized https://www.foxsports.com/stories/nfl/qb-stock-market-week-14-matthew-stafford-even-more-valuable-than-we-realized
🇺🇦 #NowPlaying on BBCRadio3's #RoundMidnight
Ife Ogunjobi:
🎵 East Street Market
#IfeOgunjobi
https://open.spotify.com/track/6rgbl8RbF2xf1KfHA73xNy
Orphan medical devices: addressing the regulatory and access gaps in the EU and US https://www.frontiersin.org/journals/public-health/articles/10.3389/fpubh.2025.1729821/full "Argus II represents a high-profile example of post-market disc…
Browns fire head coach Kevin Stefanski following six seasons in Cleveland https://www.nfl.com/news/browns-fire-head-coach-kevin-stefanski-following-six-seasons-in-cleveland
Prediction market Kalshi raised $1B led by Paradigm at an $11B valuation, up from $5B after raising $300M in October 2025, making its co-founders billionaires (Michael J. de la Merced/New York Times)
https://www.nytimes.com/2025/12/02/business/dealb…
The Minisforum MS-R1 (12c CIX P1 8180 ARM) is $599 with 64GB RAM. Literally the cheapest DDR5 on the market right now! https://www.minisforum.com/products/ms-r1
Ukraine war latest live: 7 dead, 8 injured as Russia strikes Donetsk Oblast city market with cluster munitions: https://benborges.xyz/2026/02/04/ukraine-war-latest-live-dead.html
/2
'For now, as all eyes focus on a potential bubble in the AI market, Microsoft seems to be building infrastructure for a revolution that many enterprises haven’t yet signed up for.'
(End of article ⤴️)
China just crossed a stunning milestone: over half of all new vehicles sold are now electric or plug-in hybrids.
Could they hit 90% by 2030? Norway's trajectory suggests it's possible. With the world's most competitive EV market and rapid expansion continuing, China's electric revolution shows no signs of slowing down.
“Incognito Market” Owner Sentenced To 30 Years For Operating One Of The World’s Largest Online Narcotics Marketplaces
https://www.justice.gov/usao-sdny/pr/incognito-market-owner-sentenced-30-years-operating-one-worlds-largest…
Consistent with the United States’ continued slide into an economy powered almost entirely by LLM slop, financialization, and ever-pervasive exploitative gambling,
“prediction market app” Kalshi “entered into an official partnership” with CNN this week
to bring their “data to CNN’s journalism across its television, digital and social channels.”
Soon, CNN will run live odds on world events
where its viewers can gamble on them in real time on their smart phones.
…
Sharing the benefits of grid-scale batteries and solar/wind by trading in western US. The current 15 minute market in California Now going to day ahead market.
(I think made possible with recent massive grid-scale batteries allows evening out of renewables)
California now runs 5pm-8pm electricity use on batteries. Turn off more plants cuz can plan for a full day.
Thoughtful article on wholesale electricity grid coordination markets. Sounds dry, but cool:
Maoyan: China's box office reached $7.41B in 2025, up 20% YoY after a 23% drop in 2024, driven by animated films and IP franchises like Ne Zha 2 and Zootopia 2 (Naman Ramachandran/Variety)
https://variety.com/2026/film/box-offic…
I heard from my mom that my sister has to move because her landlord is ending her lease. She has said in the past that she is paying $1000 per month under market. That's gonna suck.
One of those rabbit holes that make you go "hmmm..."
https://social.bgp.tools/@transfers/statuses/01KGJ3ZRWSY8ZWTT9CVC64HYCN
Anthropic releases Claude Opus 4.6, which it says can scrutinize company data, regulatory filings, and market info; Anthropic now has 300K business users (Rachel Metz/Bloomberg)
https://www.bloomberg.com/news/articles/20…
"US market on course to hit 737.8 GW of solar by 2035"
#US #USA #America #Renewables
Ah, yes, scale and market penetration, the two founding pillars of open source.
(Actually, I’m not even being sarcastic. Don’t confuse free software and open source. Open source is open as in “open for business” and “open for enclosure”. Free software is about free as in “freedom”. Very different things, even if, in both cases, the source is readily available.) @…
Japan and the Octopus Trap of Modernity (file under: Takotsubo is not only a cardiac disease)
https://genealogiesofmodernity.org/journal/2021/6/10/cgq5rildc4mxhatmak817jxn3f9bef
Lemurs are being eaten as an urban delicacy in Madagascar https://news.mongabay.com/2025/11/lemurs-are-being-eaten-as-an-urban-delicacy-in-madagascar/
Polymarket and other bet-on-anything sites are very bad for democracy. There's too much opportunity for inside trading, which will further widen the income inequality gap.
https://www.bbc.com/news/articles/cx2gn93292do?utm_source=flipboard&u…
Kremlin deprived of oil and gas funds as exports plunge | Euractiv
https://www.euractiv.com/news/russia-is-losing-both-the-eu-market-and-its-gas-station-status/
QB Stock Market Week 14: Matthew Stafford Is Even More Valuable Than We Realized https://www.foxsports.com/stories/nfl/qb-stock-market-week-14-matthew-stafford-even-more-valuable-than-we-realized
The AI bubble has now dragged the market of RAM into its whirlpool
https://www.theverge.com/news/828337/ram-memory-shortage-crunch-market-prices-central-micro-center
As Bitcoin prices continue to plummet and electricity costs climb,
it’s become tough out there for a crypto miner.
The hash price index, which is used to determine how much revenue miners can make by mining crypto,
reached its lowest point on record this week, according to mining services company Luxor Technology.
According to Coindesk, the average cost to mine one Bitcoin is currently around $87,000
— far higher than its current going rate,
making it an e…
2026 NFL offseason power players: Ranking the 26 people who will shape free agency, draft https://www.nfl.com/news/2026-nfl-offseason-power-players-ranking-the-26-people-who-will-shape-free-agency-draft
Tech workers in Silicon Valley are increasingly experimenting with gray-market peptide drugs from China, legal for personal use, for improving focus and more (Jasmine Sun/New York Times)
https://www.nytimes.com/2026/01/03/bus…
Thomson Reuters' CEO says AI cannot easily replace the company's legal-research expertise, after its stock fell following the release of Claude legal work tools (Alexander Osipovich/Wall Street Journal)
https://www.
"Both candidates agreed that Market Street should be reopened to cars (a few people booed, then some cheered). They also both agreed that new housing developments should include more parking."
No problem for the "urbanists" at SF YIMBY, who just endorsed Sherrill.
https://
Atlanta, Cleveland firings could lead to DC options for Cowboys https://cowboyswire.usatoday.com/story/sports/nfl/cowboys/2026/01/05/cowboys-raheem-morris-kevin-stefanski-jim-schwartz…
Protests erupted nationwide as the U.S. attacks Venezuela and kidnaps President Maduro and his wife.
San Francisco was no exception.
As the recent days of rain let up for a grateful pause, activists of all ages from the Answer coalition, the Party for Socialism and Liberation, the Democratic Socialists of American, Revolutionary International Youth, Refuse Fascism, and just people with home made signs rallied at Powell and Market.
They then marched down Market Street to …
Fed Contender Hassett Says Market Is Ready for Trump Chair Pick (María Paula Mijares Torres/Bloomberg)
https://www.bloomberg.com/news/articles/2025-11-30/fed-contender-hassett-says-market-is-ready-for-trump-chair-pick
http://www.memeorandum.com/251130/p36#a251130p36
Trump's tariffs has officially f-cked the U.S. automotive industry. Enter Canada's retaliatory response: 25% tariffs on American cars, parts & components.
Good job, Michigan, Kentucky & Georgia Trump voters. You just lost your biggest non-US market.
▶️ Canada’s New Tariffs Deliver Crushing Blow to U.S. Automakers...
Russia’s fuel market reels as Ukrainian strikes and sanctions drive diesel prices higher despite export bans: https://benborges.xyz/2025/12/29/russias-fuel-market-reels-as.html
Wishing all our readers a peaceful weekend, but before you head out, don't forget to read today's Metacurity for the most crucial cybersecurity developments you should know, including
--US ODNI ignores her remit and is investigating 2020 election fraud claims,
--US law enforcement are probing if WhatsApp employees can read users' messages,
--Popular AI app exposes millions of users' private messages,
--Darkweb market Empire Market creator pleads guilty,…
NFL Coaching Carousel: Who's Safe/Out in ‘Unpredictable’ Market, Per Jay Glazer https://www.foxsports.com/stories/nfl/nfl-coaching-carousel-jay-glazer-2026
The administration has done real damage to climate action,
experts say.
But in many ways, renewables are unstoppable.
https://grist.org/climate-energy/trump-is-trying-to-kill-clean-energy-the-market-has-other-plans/
There will be more local flexibility market options in Italy in 2026
(a good use for the new boom in EVs & home charging points)
https://www.e-distribuzione.it/progetti-e-innovazioni/il-progetto-edge.html
From the IMF
"the Canadian economy remains much less integrated than its global footprint would suggest. Goods, services, and workers face significant barriers when moving across provincial and territorial lines—a fragmentation that affects productivity, competitiveness, and overall resilience"
Most of the benefits would flow to the smaller provinces
#Canpoli
Proposed development in Marina is only 11% affordable, a pathetically low percentage, yet “It would…provide six times more affordable homes than have been built in the Marina District in two decades — only 14 below-market-rate units have been constructed since 2005.”
Says so much about the degree to which affordable housing has been both underinvested in and kept out of wealthy neighborhoods.
Source: the NFL won't allow prediction-market ads during Super Bowl LX on February 8, but sports betting ads are allowed, reportedly limited to six total ads (Ben Horney/Front Office Sports)
https://frontofficesports.com/nfl-wont-allow-prediction-ma…
CNN partners with Kalshi to use the company's real-time prediction data in its reporting, for on-air data tickers, fact-checking, and more (Sara Fischer/Axios)
https://www.axios.com/2025/12/02/cnn-kalshi-prediction-market-data
Where applicable, mass production is trivial for noninvasive software-based BCIs running on existing mass market devices #BCI
Palo Alto Networks in negotiations to acquire one-year-old Israeli startup Koi for $400 million
https://www.calcalistech.com/ctechnews/article/hj48m0vebe
Stock Market Takes Warsh Nomination in Stride (Joe Rennison/New York Times)
https://www.nytimes.com/2026/01/30/us/politics/stock-market-kevin-warsh-fed.html
http://www.memeorandum.com/260130/p68#a260130p68
Trump says the job market is booming for U.S.-born.
-- The data doesn’t show it.
Since the summer, Trump officials have been trumpeting the idea that job creation is booming for U.S.-born workers.
Trump said so, too, during a prime-time address last month aimed at assuaging Americans’ concerns about the economy
Trump administration officials also said recently that more than 2.5 million U.S.-born workers gained jobs in 2025
as 1 million immigrants left the workfor…
Russia attacks Kherson market, Chernihiv apartment building on Christmas Day, killing at least 2: https://benborges.xyz/2025/12/25/russia-attacks-kherson-market-chernihiv.html
Jaguars resurface Sean Payton's 'small-market' comments, leading NFL Week 18 trolls https://www.espn.com/nfl/story/_/id/47507853/nfl-week-18-trolls
"While not all consumers may wish to adapt their consumption behaviour, all consumers need to be provided access to the tools to enable their participation. Regulatory frameworks must drive, and not hinder, the delivery of such flexibility resources."
https:…
Insurance tech company Ethos raised ~$200M in its Jan. 29 IPO, selling 10.5M shares at $19 each; it reached a $1.1B market cap, below its 2021 $2.7B valuation (Marina Temkin/TechCrunch)
https://techcrunch.com/2026/01/29/how-sequoi…
Cortigent hopes to raise nearly $15 million through IPO https://www.sec.gov/Archives/edgar/data/1958489/000175392625001850/g085026_s1a.htm "there are about 82,000 Americans who could potentially benefit from the Orion system";
Ranking the top 50 NFL free agents for 2026: Early look at the stars who could hit the market in March
https://www.cbssports.com/nfl/news/2026-nfl-free-agency-ranking-top-50/
Recon: the US market share of Copilot as paid users' first choice fell from 18.8% in July 2025 to 11.5% in January 2026, while Gemini's rose from 12.8% to 15.7% (Sebastian Herrera/Wall Street Journal)
https://www.wsj.com/tech/ai/microsofts-piv
Trump says the job market is booming for U.S.-born. The data doesn't show it. (Lauren Kaori Gurley/Washington Post)
https://www.washingtonpost.com/business/2026/01/02/trump-americans-jobs-immigrants-labor/
http://www.memeorandum.com/260102/p73#a260102p73
QB Stock Market Week 13: Drake Maye is Taking All the Right Risks and Jalen Hurts Isn't https://www.foxsports.com/stories/nfl/qb-stock-market-week-13-drake-maye-taking-all-right-risks-jalen-hurts-isnt
Sources: Polymarket has recruited staff for a market making team that could face off against its customers; Kalshi's similar unit exposed Kalshi to criticism (Bloomberg)
https://www.bloomberg.com/news/articles/2025-12-04/p…
NFL Week 15 lookahead lines: Early best bets worth considering before Week 14
https://www.cbssports.com/nfl/news/nfl-week-15-lookahead-lines-early-best-bets/
The Hill says it has "fortified" its breaking news team due to a "bonkers" US news cycle; Comscore says The Hill had 1.24B page views across 2025, up 7% YoY (Charlotte Tobitt/Press Gazette)
https://pressgazette.co.uk/north-ameri
Galaxy Digital reports a Q4 net loss of $482M, above $282M est., driven primarily by the crypto market crash, and says its trading volumes declined ~40% QoQ (David Pan/Bloomberg)
https://www.bloomberg.com/news/articles/20
Graney: Raiders should see what Crosby is worth on open market https://www.reviewjournal.com/sports/sports-columns/ed-graney/graney-raiders-should-see-what-crosby-is-worth-on-open-market-3601004/
Uber plans to expand its robotaxi services to Hong Kong, Madrid, Houston, and Zurich in 2026; Hong Kong will be Uber's first autonomous market in Asia (Natalie Lung/Bloomberg)
https://www.bloomberg.com/news/articles/20
Microsoft shares fell ~10% on Thursday following an earnings report that disappointed some investors, the stock's sharpest daily decline since March 2020 (Jordan Novet/CNBC)
https://www.cnbc.com/2026/01/29/microsoft-market-cap-earnings.html
Texas Instruments plans to buy US chip company Silicon Labs in a $7.5B deal, paying $231/share in cash, closing in H1 2027; Silicon Labs has a $4.5B market cap (Nick Turner/Bloomberg)
https://www.bloomberg.com/news/articles/20…
OnePlus launches US preorders for the $899.99 OnePlus 15 after receiving FCC clearance, which had been delayed due to the US government shutdown (Dominic Preston/The Verge)
https://www.theverge.com/news/838017/oneplus-15-preorders-us
For more than a decade, Russia’s so-called #probiv market
– a term derived from the verb
“to pierce” or
“to punch into a search bar”
– has operated as a parallel information economy built on a network of corrupt officials,
traffic police,
bank employees and l
ow-level security staff willing to sell access to restricted government or corporate databases.
While l…
Sources: Palo Alto Networks is in talks to acquire Israeli cybersecurity startup Koi for $400M; Koi has raised $48M to date (Sophie Shulman/CTech)
https://www.calcalistech.com/ctechnews/article/hj48m0vebe
Sources: Coinbase is preparing to launch a prediction market powered by Kalshi to allow its clients to bet on events such as elections and sports (Yueqi Yang/The Information)
https://www.theinformation.com/articles/coinbase-launch-prediction-market-po…
Donald Trump Jr. and Eric Trump's American Bitcoin closed down 38.8% on December 2, wiping out ~$1B in market value; TMTG is down nearly 70% in 2025 (George Steer/Financial Times)
https://www.ft.com/content/18e3bfc1-c2aa-49a0-8c6d-a37255a23017
Sources: Texas Instruments is in advanced talks to buy chip designer Silicon Laboratories for ~$7B, a premium to Silicon Labs' market cap of $4.4B as of Tuesday (Financial Times)
https://www.ft.com/content/c7b3eaa5-a650-400d-beda-ba71d44cc8e7
A deep dive into co-packaged optics, long promised to transform data center connectivity, covering benefits, challenges, architecture, key companies, and more (Dylan Patel/SemiAnalysis)
https://newsletter.semianalysis.com/p/co-packaged-optics-cpo-book-scaling…
Counterpoint: India smartphone shipments were flat YoY at ~153M; Apple shipped 14M iPhones, raising its share of shipments to a record 9%, up from 7% in 2024 (Jagmeet Singh/TechCrunch)
https://techcrunch.com/2026/01/23/appl
An interview with AWS CEO Matt Garman on his AI vision, how he plans to extend Amazon's cloud market lead, adding AI to AWS services, AI efficiencies, and more (Maxwell Zeff/Wired)
https://www.wired.com/story/amazon-aws-ceo-matt-garman-ai-agents/
Russia says a crypto regulatory framework will come into force July 1, 2027; it will ban privacy coins like monero and cap retail investor purchases at ~$4K (Olivier Acuna/CoinDesk)
https://www.coindesk.com/policy/2026/01/29