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In Brief Few rivalries in the startup ecosystem are as intense (and occasionally bitter) as the race between Polymarket and Kalshi for dominance in the rapidly growing prediction market arena. Despite their fierce competition, the CEOs of both companies are investing in 5(c) Capital, a new prediction market-focused VC firm launched by former Kalshi employees, Fortune and Bloomberg reported. 5(c) C...
In Brief Few rivalries in the startup ecosystem are as intense (and occasionally bitter) as the race between Polymarket and Kalshi for dominance in the rapidly growing prediction market arena. Despite their fierce competition, the CEOs of both companies are investing in 5(c) Capital, a new prediction market-focused VC firm launched by former Kalshi employees, Fortune and Bloomberg reported. 5(c) Capital, a name that references a regulatory clause governing prediction markets, is raising $35 million for its first fund. Besides Kalshi CEO Tarek Mansour and Polymarket CEO Shayne Coplan, notable investors in the fund reportedly include Marc Andreessen, through his investment in a fund Moneta Luna, and Ribbit Capital founder Micky Malka. Kalshi confirmed that Mansour is investing in the fund. Polymarket didn’t respond to our request for comment. 5(c) Capital seeks to back founders who “want to capitalize on the second-, third-, and fourth-order effects” of the rapidly growing prediction markets, they reportedly wrote in the investment memo. The fund will invest in about 20 companies, focusing on the category’s infrastructure, including market makers and index designers. The new fund is led by partners Adhi Rajaprabhakaran, a Kalshi trader hired by the company, and Noah Zingler-Sternig, Kalshi’s former head of operations. Meanwhile, Kalshi is raising $1 billion at a $22 billion valuation, a two-fold increase from the $11 billion valuation it achieved less than four months ago, according to The Wall Street Journal, while rival Polymarket is reportedly in talks with investors for a new round that would value the platform at $20 billion.
Microsoft (NASDAQ:MSFT) is down more than 20% year-to-date, making it the worst-performing stock in the Mag-7 by a wide margin. And according to Ben Wright of Melius Research, who recently cut his price target on the stock, the core problem has a name: Copilot. Wright’s red flag isn’t just about weak adoption numbers. It’s about ... Melius analyst: Microsoft’s Copilot reorganization is a ‘red flag...
Microsoft (NASDAQ:MSFT) is down more than 20% year-to-date, making it the worst-performing stock in the Mag-7 by a wide margin. And according to Ben Wright of Melius Research, who recently cut his price target on the stock, the core problem has a name: Copilot. Wright’s red flag isn’t just about weak adoption numbers. It’s about ... Melius analyst: Microsoft’s Copilot reorganization is a ‘red flag’
Richard Drury/DigitalVision via Getty Images Things have been going remarkably well for shareholders of Banc of California ( BANC ) as of late. Since I downgraded the stock from a Buy to a Hold back in July of last year, shares have risen 22%. That drastically outperforms the 5.3% rise that the S&P 500 ( SP500 ) saw. Missing out on that upside is obviously disappointing. And looking back, my decis...
Richard Drury/DigitalVision via Getty Images Things have been going remarkably well for shareholders of Banc of California ( BANC ) as of late. Since I downgraded the stock from a Buy to a Hold back in July of last year, shares have risen 22%. That drastically outperforms the 5.3% rise that the S&P 500 ( SP500 ) saw. Missing out on that upside is obviously disappointing. And looking back, my decision to downgrade the stock may have been a bit premature. Having said that, shares are still not as cheap as I would like them to be, especially considering overall asset quality. The good news is that management is making some big steps aimed at improving operations in the long run. The latest financial performance figures reported by management have been very promising. And on top of this, management just made an announcement that should preserve margins moving forward. I won't go so far as to say that the company is worthy of an upgrade yet. But I do think that operational improvements are encouraging, and they deserve to be acknowledged. Checking in on Banc of California The latest development from Banc of California came on March 23rd when management announced, before the market opened, that the company was extending its existing stock buyback program. For context, back in March of last year, the company initiated a $150 million share buyback initiative. That was subsequently increased to $300 million in April. Management has been making good use of this buyback. For instance, under it, they have brought back $217 million worth of stock. $31 million of that has been repurchased this year alone, resulting in $83 million still remaining. It was supposed to expire in March of this year but will now extend through the middle of March of next year. This is fine in and of itself. But more meaningful, and likely the reason why the stock appreciated on March 23rd, was because management also included in that announcement its decision to redeem all of the $385 million of 3.25% ...
White House Reaches Tentative Crypto Regulatory Agreement: Report Authored by Micah Zimmerman via BitcoinMagazine.com, Key senators and the White House have reached a tentative agreement on cryptocurrency legislation aimed at resolving a dispute between banks and digital asset firms over stablecoin yields, according to Politico reporting . The move could clear the way for a landmark crypto regulat...
White House Reaches Tentative Crypto Regulatory Agreement: Report Authored by Micah Zimmerman via BitcoinMagazine.com, Key senators and the White House have reached a tentative agreement on cryptocurrency legislation aimed at resolving a dispute between banks and digital asset firms over stablecoin yields, according to Politico reporting . The move could clear the way for a landmark crypto regulatory bill stalled in the Senate Banking Committee since January. Sen. Thom Tillis (R-N.C.) and Sen. Angela Alsobrooks (D-Md.) said Friday they have an “agreement in principle” on language intended to balance innovation with financial stability. The legislation seeks to prevent stablecoin rewards programs from triggering widespread deposit withdrawals from traditional banks, a concern raised by Wall Street groups. “The agreement allows us to protect innovation while giving us the opportunity to prevent widespread deposit flight,” Alsobrooks said. Tillis described the deal as a positive step but noted the need to consult with industry stakeholders before finalizing details. While specifics of the agreement remain unclear, early indications suggest it could bar yield payments on passive stablecoin balances. The tentative deal signals progress toward an April vote on the crypto market-structure bill, potentially unlocking the first major federal regulatory framework for digital assets. Crypto legislation background The fight over a U.S. crypto market‑structure bill stems from a broader effort to build on 2025’s landmark stablecoin legislation, the GENIUS Act, which established a federal framework for stablecoins — requiring full backing, transparency and reserve disclosures for digital dollars. That law was widely seen in the crypto industry as a breakthrough for regulatory clarity while attempting to align digital assets with traditional financial standards. After the GENIUS Act’s passage, the Senate turned its attention to more expansive digital asset oversight through what’s ...
Key Points Palantir could become the control layer for enterprise AI. AI agents could deepen platform dependence. Infrastructure-level economics could emerge. 10 stocks we like better than Palantir Technologies › Over the past year, Palantir Technologies (NASDAQ: PLTR) has emerged as one of the most intriguing players in the artificial intelligence (AI) race. Its platforms sit at the intersection ...
Key Points Palantir could become the control layer for enterprise AI. AI agents could deepen platform dependence. Infrastructure-level economics could emerge. 10 stocks we like better than Palantir Technologies › Over the past year, Palantir Technologies (NASDAQ: PLTR) has emerged as one of the most intriguing players in the artificial intelligence (AI) race. Its platforms sit at the intersection of data, software, and decision-making, an increasingly valuable position as enterprises try to move AI from experimentation into real-world productivity. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But the bull case for Palantir goes far beyond steady growth. In this optimistic scenario, Palantir could evolve into something far more important: the operating system for enterprise AI. The control layer for enterprise AI Artificial intelligence is advancing rapidly, but deploying it inside large organizations remains complex. Industry surveys show that many companies struggle to move AI projects from experimentation into production environments due to challenges around data integration, governance, and workflow automation. Enterprises don't just need smarter models; they also need a system that coordinates how those models interact with real operations. Palantir's architecture is designed to address that challenge. Its platforms -- such as Artificial Intelligence Platform (AIP), Foundry, Ontology, and Apollo -- organize data, permissions, and workflows into structured environments that allow AI to operate within defined guardrails. If enterprises standardize on that framework, Palantir could become the control layer governing how enterprises use AI across organizations. Think of it, potentially, as the Microsoft of AI. AI agents embedded in real workflows Another pillar of the bull case involves the ris...
A federal judge in Washington will allow a lawsuit to go forward that accuses billionaire Elon Musk of unconstitutionally exercising executive power during his time in the Trump administration last year as a presidential adviser. US District Judge Tanya Chutkan on Monday denied the government’s request to fully dismiss a case filed by nonprofit organizations that claimed their members were harmed ...
A federal judge in Washington will allow a lawsuit to go forward that accuses billionaire Elon Musk of unconstitutionally exercising executive power during his time in the Trump administration last year as a presidential adviser. US District Judge Tanya Chutkan on Monday denied the government’s request to fully dismiss a case filed by nonprofit organizations that claimed their members were harmed by the federal funding cuts and mass firings of government workers that they contend Musk played an unlawfully outsized role in directing. It’s one of a handful of lawsuits challenging actions taken by the Department of Government Efficiency project last year that have outlasted Musk’s tenure in the US government. He stepped down last spring. Chutkan did agree to dismiss claims that broadly accused the DOGE office of illegally orchestrating firings and terminating grants and contracts, concluding they were too broad and untethered to specific agency actions. But she said that the nonprofits could continue to press their argument that Musk — or any official leading DOGE — was exercising power similar to Senate-confirmed cabinet officials in violation of the Constitution’s Appointments Clause. Musk spearheaded the DOGE project when President Donald Trump returned to the White House last year and served as the public face, even though the administration has maintained that he wasn’t the formal administrator of the office. At this early stage of the case, Chutkan wrote, the nonprofits’ “complaint amply alleges that the head of DOGE himself makes decisions and issues directives on matters as weighty as the termination of federal grants, contracts, and workers.” Representatives of the White House and the Justice Department didn’t immediately respond to requests for comment. A separate Appointments Clause case related to DOGE and Musk’s alleged role specifically in shuttering the US Agency for International Development is pending before a federal judge in Maryland. Read More: Trum...
MCCAIG/iStock via Getty Images The three most important words in investing are "margin of safety." - Warren Buffett I have been highlighting for members of Margin of Safety Investing since last year that the next bear market could take stock prices all the way back to the 2022 price range. Given current circumstances, I see the odds of a bear market that severe much higher now. Valuations There ar...
MCCAIG/iStock via Getty Images The three most important words in investing are "margin of safety." - Warren Buffett I have been highlighting for members of Margin of Safety Investing since last year that the next bear market could take stock prices all the way back to the 2022 price range. Given current circumstances, I see the odds of a bear market that severe much higher now. Valuations There are two mistakes the people make with valuations that I see. The first is that they conflate high valuations with "when" a correction might occur. My 30 years of experience and readings about market history suggest that investors should not think about "when" a correction might occur from high valuations but how deep a correction could be considering valuations. Valuations tell us what "reversion to the mean" or to below the mean can look like. It does not tell us when that will happen. Consider the Shiller PE, or CAPE, which was developed by Robert Shiller (who also wrote the book Narrative Economics, which I think every investor should read and listen to) to create a 10-year smoothing ratio for understanding when stocks were overvalued based on normalized earnings. Shiller CAPE (multpl.com/shiller-pe) As you can see, Shiller PE is at the second most stretched in history. However, this ratio has been miserable at predicting the year when a correction will occur. It has, though, shown us about how low markets could head from elevated levels. Bear Market CAPE at Peak Drawdown Recession? 1929 Crash 32.6x -86.2% Yes 2000 Dot-com 43.8x -49.1% Yes 2007–09 GFC 27.2x -56.8% Yes 1987 Crash 18.2x -33.5% No 2022 Bear 38.3x -25.4% No 2026 Today ~40x Predicted: ~-49% — Click to enlarge A correction approaching 50% would actually take the stock market down to the lowest levels of 2022. Here is the S&P 500 ETF ( SPY ) chart since 1994. That curve should give you pause. Is SPY In Correction Territory? (Kirk Spano) The second mistake people make with valuation, in my opinion, is rationalizin...
iDox.ai iDox.ai introduces AI governance platform that monitors and controls AI activity to prevent sensitive data exposure FREMONT, CA, March 23, 2026 (GLOBE NEWSWIRE) -- iDox.ai, an enterprise AI data security and privacy company , today announces the launch of iDox.ai Guardrail, a new AI governance platform designed to enhance AI agent security and protect sensitive information as organizations...
iDox.ai iDox.ai introduces AI governance platform that monitors and controls AI activity to prevent sensitive data exposure FREMONT, CA, March 23, 2026 (GLOBE NEWSWIRE) -- iDox.ai, an enterprise AI data security and privacy company , today announces the launch of iDox.ai Guardrail, a new AI governance platform designed to enhance AI agent security and protect sensitive information as organizations accelerate the adoption of autonomous AI tools. The announcement follows growing industry attention on the risks associated with autonomous AI systems. Recent demonstrations involving open source AI assistants such as OpenClaw have highlighted how AI agents can access, process, and transmit sensitive files with limited visibility or control. These developments have raised concerns among enterprises regarding AI file access control and the need for stronger safeguards around data handling. There are two main approaches to addressing the risks introduced by OpenClaw. The first is rule-based security, such as NVIDIA’s NeMoClaw, which applies predefined guardrails to control behavior. However, experiments have shown that these rules can be bypassed by more advanced or adaptive threats. In response, iDox.ai Guardrail takes a different approach. Rather than relying on static rules, it actively monitors and intercepts OpenClaw’s communications in real time, detecting threats as they occur and providing intelligent recommendations to prevent data leakage and malicious actions. To support this, iDox.ai enables the safe use of AI agents by going beyond basic anonymization. It builds an AI-friendly knowledge base that structures and sanitizes data for secure AI use, while also allowing anonymized content to be restored into a readable form. This ensures both strong protection and practical usability for real-world applications. iDox.ai Guardrail is designed to address these challenges by providing real-time monitoring and enforcement at the point of AI interaction. The platform enabl...
Over the past year, Palantir Technologies (PLTR +6.77%) has emerged as one of the most intriguing players in the artificial intelligence (AI) race. Its platforms sit at the intersection of data, software, and decision-making, an increasingly valuable position as enterprises try to move AI from experimentation into real-world productivity. But the bull case for Palantir goes far beyond steady growt...
Over the past year, Palantir Technologies (PLTR +6.77%) has emerged as one of the most intriguing players in the artificial intelligence (AI) race. Its platforms sit at the intersection of data, software, and decision-making, an increasingly valuable position as enterprises try to move AI from experimentation into real-world productivity. But the bull case for Palantir goes far beyond steady growth. In this optimistic scenario, Palantir could evolve into something far more important: the operating system for enterprise AI. The control layer for enterprise AI Artificial intelligence is advancing rapidly, but deploying it inside large organizations remains complex. Industry surveys show that many companies struggle to move AI projects from experimentation into production environments due to challenges around data integration, governance, and workflow automation. Enterprises don't just need smarter models; they also need a system that coordinates how those models interact with real operations. Palantir's architecture is designed to address that challenge. Its platforms -- such as Artificial Intelligence Platform (AIP), Foundry, Ontology, and Apollo -- organize data, permissions, and workflows into structured environments that allow AI to operate within defined guardrails. If enterprises standardize on that framework, Palantir could become the control layer governing how enterprises use AI across organizations. Think of it, potentially, as the Microsoft of AI. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 6.77 %) $ 10.21 Current Price $ 160.88 Key Data Points Market Cap $360B Day's Range $ 153.27 - $ 161.08 52wk Range $ 66.12 - $ 207.52 Volume 2.6M Avg Vol 48M Gross Margin 82.37 % AI agents embedded in real workflows Another pillar of the bull case involves the rise of AI agents. Over the next several years, companies will have plenty of incentives to deploy AI agents to automate tasks ranging from supply chain optimization to financial analysis. But these...
Key Points Palantir could become the control layer for enterprise AI. AI agents could deepen platform dependence. Infrastructure-level economics could emerge. 10 stocks we like better than Palantir Technologies › Over the past year, Palantir Technologies (NASDAQ: PLTR) has emerged as one of the most intriguing players in the artificial intelligence (AI) race. Its platforms sit at the intersection ...
Key Points Palantir could become the control layer for enterprise AI. AI agents could deepen platform dependence. Infrastructure-level economics could emerge. 10 stocks we like better than Palantir Technologies › Over the past year, Palantir Technologies (NASDAQ: PLTR) has emerged as one of the most intriguing players in the artificial intelligence (AI) race. Its platforms sit at the intersection of data, software, and decision-making, an increasingly valuable position as enterprises try to move AI from experimentation into real-world productivity. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But the bull case for Palantir goes far beyond steady growth. In this optimistic scenario, Palantir could evolve into something far more important: the operating system for enterprise AI. The control layer for enterprise AI Artificial intelligence is advancing rapidly, but deploying it inside large organizations remains complex. Industry surveys show that many companies struggle to move AI projects from experimentation into production environments due to challenges around data integration, governance, and workflow automation. Enterprises don't just need smarter models; they also need a system that coordinates how those models interact with real operations. Palantir's architecture is designed to address that challenge. Its platforms -- such as Artificial Intelligence Platform (AIP), Foundry, Ontology, and Apollo -- organize data, permissions, and workflows into structured environments that allow AI to operate within defined guardrails. If enterprises standardize on that framework, Palantir could become the control layer governing how enterprises use AI across organizations. Think of it, potentially, as the Microsoft of AI. AI agents embedded in real workflows Another pillar of the bull case involves the ris...
Over the past year, Palantir Technologies (NASDAQ: PLTR) has emerged as one of the most intriguing players in the artificial intelligence (AI) race. Its platforms sit at the intersection of data, software, and decision-making, an increasingly valuable position as enterprises try to move AI from experimentation into real-world productivity. Will AI create the world's first trillionaire? Our team ju...
Over the past year, Palantir Technologies (NASDAQ: PLTR) has emerged as one of the most intriguing players in the artificial intelligence (AI) race. Its platforms sit at the intersection of data, software, and decision-making, an increasingly valuable position as enterprises try to move AI from experimentation into real-world productivity. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But the bull case for Palantir goes far beyond steady growth. In this optimistic scenario, Palantir could evolve into something far more important: the operating system for enterprise AI. Image source: Getty Images. The control layer for enterprise AI Artificial intelligence is advancing rapidly, but deploying it inside large organizations remains complex. Industry surveys show that many companies struggle to move AI projects from experimentation into production environments due to challenges around data integration, governance, and workflow automation. Enterprises don't just need smarter models; they also need a system that coordinates how those models interact with real operations. Palantir's architecture is designed to address that challenge. Its platforms -- such as Artificial Intelligence Platform (AIP), Foundry, Ontology, and Apollo -- organize data, permissions, and workflows into structured environments that allow AI to operate within defined guardrails. If enterprises standardize on that framework, Palantir could become the control layer governing how enterprises use AI across organizations. Think of it, potentially, as the Microsoft of AI. AI agents embedded in real workflows Another pillar of the bull case involves the rise of AI agents. Over the next several years, companies will have plenty of incentives to deploy AI agents to automate tasks ranging from supply chain optimization to financial analysis....
Jupiter's colossal storms generate lightning flashes at least 100 times more powerful than those on Earth, according to scientists analyzing data from NASA's Juno spacecraft. The findings were published March 20 in the journal AGU Advances. Researchers used data recorded by Juno in 2021 and 2022, after NASA granted an extension to the spacecraft's operations upon completing a five-year science cam...
Jupiter's colossal storms generate lightning flashes at least 100 times more powerful than those on Earth, according to scientists analyzing data from NASA's Juno spacecraft. The findings were published March 20 in the journal AGU Advances. Researchers used data recorded by Juno in 2021 and 2022, after NASA granted an extension to the spacecraft's operations upon completing a five-year science campaign at Jupiter. Juno remains in good health , but NASA officials have not said if they will approve another extension for the mission. The issue is money. Questions about the future of Juno and more than a dozen other robotic science missions began swirling nearly a year ago, when the Trump administration asked mission leaders to submit "closeout" plans for how to turn off their spacecraft. Ars first reported the news soon after the White House released a budget request that called for slashing NASA's science budget by nearly half. Read full article Comments