Reading up on investment

The MANGOS stocks—Meta, Anthropic, Nvidia, and others—show early signs of softening performance as the AI boom's momentum begins to fade.

S&P 500 rejects rule changes that would have fast-tracked SpaceX, OpenAI, and Anthropic into the index, maintaining standard eligibility criteria like profitability and a one-year seasoning period.

Justin Fishner-Wolfson, a long-time early SpaceX investor and minor Musk ally, now controls a multibillion-dollar payout from his stake.

Since early 2025, international markets have outperformed the U.S. — emerging economies up 68%, Europe 45%, Japan 44% — driven by the global AI infrastructure supply chain and corporate reforms.

Wall Street banks, led by Jamie Dimon, are preparing for SpaceX's IPO, projected as the largest ever, with massive fee potential.

A replication study finds that machine learning cannot identify outperforming mutual funds, but can help avoid underperformers.

OpenAI formed a new business unit backed by over $4 billion in external investment to accelerate corporate adoption of its AI technology.

Anthropic, Blackstone, Hellman & Friedman, and Goldman Sachs launch a $1.5 billion joint venture to sell AI tools to businesses, including private-equity portfolio companies.

Robinhood launches a publicly traded venture capital fund, allowing ordinary investors to buy shares of privately held start-ups.

Belwood Investments defaulted on an $18.5M loan for rebuilding Kanye West's former Malibu mansion, putting hundreds of small investors at risk of losing their funds.

Nvidia CEO Jensen Huang says the company's recent major investments in OpenAI and Anthropic are likely its last, as both startups prepare for public offerings.

2026 predictions for AI focus shifting to ROI, self-driving breakout, multimodal AI advances, SpaceX IPO, and agentic commerce disrupting incumbents.

Stocks recovered from a midmonth AI-driven selloff to approach record highs again by the end of the week.